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Tracking your accounts receivable aging is crucial for maintaining healthy cash flow. By importing your QuickBooks A/R Aging Summary report into Excel, you can analyze payment trends, identify at-risk accounts, and create custom visualizations to better manage your receivables.
TLDR
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Step 1:
Install Coefficient from the Office Add-ins store
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Step 2:
Connect your QuickBooks account to Excel via Coefficient
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Step 3:
Import the A/R Aging Summary report
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Step 4:
Set up auto-refresh to keep your data current
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Step 5:
Create custom visualizations and dashboards with your A/R data
Step-by-Step Guide to Import QuickBooks A/R Aging Summary Report into Excel
Step 1: Install Coefficient and Connect to QuickBooks
- Open Excel and navigate to the Insert tab
- Click on “Get Add-ins” in the ribbon
- Search for “Coefficient” in the Office Add-ins store
- Click “Add” to install Coefficient to Excel
- Once installed, click on the Coefficient icon in your Excel ribbon
- In the Coefficient sidebar, click “Import Data”
- Select “QuickBooks” from the list of available connectors
- Follow the authentication prompts to connect your QuickBooks account
Step 2: Import the A/R Aging Summary Report
- In the Coefficient sidebar, select “Import from Reports”
- Browse through the available QuickBooks reports and select “A/R Aging Summary”
- Configure any filters you need (date range, customer groups, etc.)
- Choose your preferred import options (include headers, formatting, etc.)
- Click “Import” to bring your A/R Aging Summary data into Excel
Step 3: Set Up Auto-Refresh (Optional)
- Click on the “Automations” tab in the Coefficient sidebar
- Select “Auto-refresh” for your imported A/R Aging Summary report
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Optionally, set up email or Slack notifications for when data changes
- Click “Save” to activate your auto-refresh settings
Available QuickBooks Reports and Objects
QuickBooks offers a wide range of reports and objects that you can import into Excel using Coefficient. Here’s a comprehensive list:
Reports
- Balance Sheet
- Cash Flow
- Profit And Loss
- Transaction List
- A/R Aging Summary
- General Ledger
- A/P Aging Detail
- A/P Aging Summary
- A/R Aging Detail
Objects
- Account
- Invoice
- Customer
- Payment
- Bill
- Purchase
- Class
- Vendor
- Bill Payment
- Purchase Order
- Journal Entry
- Sales Receipt
Frequently Asked Questions
Enhance Your Financial Reporting with QuickBooks and Excel
By connecting QuickBooks to Excel through Coefficient, you’ve unlocked powerful capabilities for analyzing your accounts receivable. You can now create custom dashboards, perform trend analysis, and share insights with your team—all while maintaining a live connection to your QuickBooks data.
QuickBooks to Excel integration pagefree QuickBooks report templatesFor more ways to leverage your QuickBooks data, check out ouror explore our.
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