How to Import A/P Aging Detail Report from QuickBooks into Excel

Managing accounts payable effectively requires up-to-date visibility into outstanding vendor bills. QuickBooks’ A/P Aging Detail report provides this critical information, but analyzing it in Excel gives you more flexibility for custom reporting and analysis.

This guide shows you how to import your QuickBooks A/P Aging Detail report directly into Excel using Coefficient, eliminating manual exports and keeping your data fresh.

Step-by-Step Guide to Importing QuickBooks A/P Aging Detail Report into Excel

Step 1: Install Coefficient and Connect to QuickBooks

1. Open Excel and navigate to the Insert tab
2. Click on “Get Add-ins” to open the Office Add-ins store
3. Search for “Coefficient” and click “Add”
4. Once installed, click on the Coefficient icon in your Excel ribbon to open the sidebar
5. In the sidebar, click “Import Data” and select “QuickBooks” from the list of available connectors
6. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import the A/P Aging Detail Report

1. In the Coefficient sidebar, select “Import from Reports” under the QuickBooks options
2. Browse or search for “A/P Aging Detail” in the list of available reports
3. Configure any filters you need (date ranges, vendors, etc.)
4. Choose your preferred import options (headers, formatting)
5. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

1. With your imported data selected, click “Configure Refresh” in the Coefficient sidebar
2. Choose your preferred refresh frequency (hourly, daily, weekly)
3. Set specific times for the refresh to occur
4. Optionally, set up email or Slack notifications for when data refreshes or meets certain conditions
5. Click “Save” to activate your auto-refresh schedule

Available QuickBooks Reports and Objects

QuickBooks offers a variety of reports and objects that you can import into Excel using Coefficient. Here’s a comprehensive list:

Frequently Asked Questions

Conclusion

Importing your QuickBooks A/P Aging Detail report into Excel using Coefficient gives you the best of both worlds: the financial accuracy of QuickBooks with the analytical power of Excel. By following the steps in this guide, you can create a live connection that keeps your accounts payable data fresh and actionable.

With automated refreshes and the ability to build custom reports, you’ll have better visibility into your vendor payment status and can make more informed financial decisions. Start using Coefficient today to streamline your accounts payable reporting process.

Related Resources

• Free QuickBooks Reports and Dashboards for Google Sheets
• How to Connect QuickBooks to Excel
• How to Connect QuickBooks to Google Sheets
• QuickBooks Excel Integrations