How to Import Customer Data from QuickBooks into Excel

Accessing your QuickBooks Customer data in Excel allows finance teams to create custom reports, analyze customer trends, and integrate financial data with other business metrics.

Instead of tedious manual exports, you can establish a live connection that automatically refreshes your data.

Step-by-Step Guide to Importing QuickBooks Customer Data 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” in the ribbon
3. Search for “Coefficient” in the Office Add-ins store
4. Click “Add” to install Coefficient to your Excel
5. Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon
6. Click “Import Data” to begin the import process
7. Select “QuickBooks” from the list of available connectors
8. Follow the authentication prompts to connect your QuickBooks account

Step 2: Select Customer Data from QuickBooks

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. From the list of available objects, select “Customer”
3. Choose the specific customer fields you want to import (e.g., Name, Email, Phone, Balance, etc.)
4. Apply any filters if you want to import specific customer segments
5. Preview your data to ensure you’re importing the right information

Step 3: Configure Auto-Refresh (Optional)

1. After importing your data, click on the “Auto-refresh” button in the Coefficient sidebar
2. Choose your preferred refresh frequency (hourly, daily, weekly)
3. Set specific times for the refresh to occur
4. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your Excel spreadsheet will always contain the most up-to-date customer information from QuickBooks without requiring manual updates.

Available QuickBooks Data in Coefficient

Coefficient allows you to import various types of data from QuickBooks. Here’s what you can access:

Frequently Asked Questions

Additional Resources

Looking for more ways to leverage your QuickBooks data? Check out these helpful 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

Conclusion

Importing QuickBooks Customer data into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that automatically keeps your customer data updated in Excel.

This allows your finance and operations teams to build more powerful reports and analyses without the hassle of manual exports and imports. Start using Coefficient today to streamline your QuickBooks data workflows and make better business decisions with real-time customer insights.