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

Tracking your accounts payable aging is crucial for managing cash flow and vendor relationships. But manually exporting QuickBooks A/P Aging Summary reports to Excel is time-consuming and creates static data that quickly becomes outdated.

In this guide, you’ll learn how to create a live connection between QuickBooks and Excel that automatically refreshes your A/P Aging Summary data.

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

Step 1: Install Coefficient and Connect to QuickBooks

First, you’ll need to install the Coefficient add-in for Excel and connect it to your QuickBooks account:

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

Step 2: Import the A/P Aging Summary Report

Now that you’re connected to QuickBooks, you can import the A/P Aging Summary report:

1. In the Coefficient sidebar, select “Import from Reports” under the QuickBooks connector
2. Browse or search for “A/P Aging Summary” in the list of available reports
3. Configure any filters you need (date ranges, vendors, etc.)
4. Select the destination cell in your Excel spreadsheet where you want the data to appear
5. Click “Import” to bring the A/P Aging Summary data into Excel

Step 3: Set Up Auto-Refresh (Optional)

To ensure your A/P Aging Summary data stays current, set up an automatic refresh schedule:

1. In the Coefficient sidebar, find your imported A/P Aging Summary report under “Imports”
2. Click the three dots menu (⋮) next to the import and select “Configure Auto-Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times or days for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

Now your QuickBooks A/P Aging Summary report will automatically update in Excel according to your schedule, ensuring you always have the most current accounts payable data for analysis and decision-making.

Available QuickBooks Reports and Objects

Coefficient allows you to import various reports and objects from QuickBooks into Excel. Here’s what’s available:

Frequently Asked Questions

Additional Resources

Looking for more ways to leverage your QuickBooks data in Excel? Check out these helpful resources:

• How to Connect QuickBooks to Excel– A comprehensive guide to setting up and using the QuickBooks-Excel integration
• QuickBooks Excel Integration– Explore all the features of the Coefficient QuickBooks connector for Excel
• Free QuickBooks Reports and Dashboards Templates– Ready-to-use templates for financial reporting

By following this guide, you’ve learned how to import your QuickBooks A/P Aging Summary report into Excel using Coefficient. This integration saves time, eliminates manual data entry, and ensures your accounts payable data is always up to date. Start building powerful financial dashboards and gain deeper insights into your vendor payment status today!