How to Import QuickBooks Deposit Data into Excel

Managing your QuickBooks Deposit data in Excel gives you greater flexibility for financial analysis and reporting. Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.

In this guide, you’ll learn how to import QuickBooks Deposit data into Excel using Coefficient.

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, open the Coefficient sidebar by clicking on the Coefficient icon in the Home tab
6. Click “Import Data” to begin
7. Select “QuickBooks” from the list of available connectors
8. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Deposit Data from QuickBooks

Now that you’re connected to QuickBooks, you can import your Deposit data:

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Deposit” in the list of available objects
3. Select the specific fields you want to import (or choose “Select All” for all fields)
4. Apply any filters if needed to narrow down the data
5. Choose where you want the data to be placed in your Excel spreadsheet
6. Click “Import” to bring the data into Excel

Step 3: Set Up Auto-Refresh for Your Data

To ensure your Excel spreadsheet always has the most up-to-date information from QuickBooks, set up an auto-refresh schedule:

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

Available QuickBooks Data in Coefficient

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

Frequently Asked Questions

By following this guide, you can seamlessly import your QuickBooks Deposit data into Excel using Coefficient. This integration not only saves you time but also ensures that your financial analysis is always based on the most current data available.

QuickBooks to Excel integration pagefree QuickBooks templatesFor more resources, check out ouror explore our.