How to Import QuickBooks Employee Data into Excel

Managing employee data from QuickBooks in Excel gives finance teams and HR departments better visibility and analysis capabilities. But manually exporting this data is time-consuming and error-prone.

This guide shows you how to create a live connection between QuickBooks and Excel to access up-to-date employee information whenever you need it.

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

Step 2: Import Employee Data from QuickBooks

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. Browse through the available objects and select “Employee”
3. Choose the specific employee fields you want to import (e.g., Name, Email, Phone, Department, Hire Date)
4. Apply any filters if needed (e.g., only active employees)
5. Click “Import” to bring the data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh for Your Employee Data

1. With your data imported, 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 automatic updates

Now your QuickBooks employee data will automatically update in Excel according to your schedule, ensuring you always have the most current information for analysis and reporting.

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

Additional Resources

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

• How to Connect QuickBooks to Excel
• How to Connect QuickBooks to Google Sheets
• QuickBooks Excel Integrations

With Coefficient, you can transform how you work with QuickBooks data in Excel, saving time and ensuring accuracy across your financial reporting.