How to Import Budget Data from QuickBooks into Excel

Managing your company’s budget data in Excel gives you more flexibility for financial analysis and planning. But manually exporting QuickBooks Budget information is time-consuming and creates static data that quickly becomes outdated.

This guide shows you how to create a live connection between QuickBooks and Excel, allowing you to work with real-time budget data directly in your spreadsheets.

Step-by-Step Guide to Importing QuickBooks Budget Data into Excel

Step 1: Install Coefficient and Connect to QuickBooks

Before you can import your QuickBooks Budget data, you’ll need to install the Coefficient add-in and connect it to your QuickBooks account:

1. Open Excel and go to the Insert tab
2. Click on “Get Add-ins” in the ribbon
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” and select “QuickBooks” from the list of available connectors
7. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Budget Data from QuickBooks

Now that you’re connected, you can import your Budget data:

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Budget” in the list of available objects
3. Select the Budget object to view available fields
4. Choose the specific fields you want to import (e.g., Name, Amount, StartDate, EndDate)
5. Apply any filters if needed to narrow down your data
6. Click “Import” to bring your Budget data into Excel

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Budget data stays up-to-date, set up an automatic refresh schedule:

1. In the Coefficient sidebar, click on the “…” menu next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set the specific time and days for the refresh to occur
5. Click “Save” to activate your auto-refresh schedule

With auto-refresh enabled, your Excel spreadsheet will always contain the most current Budget data from QuickBooks without any manual updates required.

Available QuickBooks Data in Coefficient

Coefficient allows you to import various types of data from QuickBooks. Here’s a breakdown of the reports and objects available:

Frequently Asked Questions

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