How to Import QuickBooks Estimate Data into Excel

Managing QuickBooks Estimate data in Excel gives you the flexibility to analyze, customize, and share financial information with your team. But manually exporting this data is time-consuming and creates static snapshots that quickly become outdated.

In this guide, you’ll learn how to create a live connection between QuickBooks and Excel that automatically refreshes your Estimate data.

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

Step 1: Install Coefficient and Connect to QuickBooks

1. Open Excel
2. Insert Click on thetab in the ribbon
3. Get Add-ins Select
4. Search for “Coefficient” in the Office Add-ins store
5. Add Clickto install Coefficient
6. Once installed, open the Coefficient sidebar
7. Import Data Click
8. QuickBooks Selectfrom the list of available connectors
9. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Estimate Data from QuickBooks

1. Import from Objects In the Coefficient sidebar, select
2. Estimate Browse or search forin the list of available objects
3. Select the fields you want to import (e.g., EstimateNumber, CustomerRef, TotalAmt, ExpirationDate)
4. Apply any filters if needed to narrow down your data
5. Choose your destination in the Excel spreadsheet
6. Import Clickto bring your Estimate data into Excel

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

1. Click on the imported data in your Excel spreadsheet
2. Schedule Refresh In the Coefficient sidebar, click
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Save Clickto activate automatic updates

With auto-refresh enabled, your Excel spreadsheet will always display the most current Estimate data from QuickBooks, eliminating the need for manual exports.

Available QuickBooks Data in Coefficient

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

Frequently Asked Questions

Related Resources

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

• How to Connect QuickBooks to Excel– A comprehensive guide on connecting QuickBooks to Excel
• How to Connect QuickBooks to Google Sheets– Learn how to use QuickBooks data in Google Sheets
• QuickBooks Excel Integration– Explore all the features of the QuickBooks Excel integration
• Free QuickBooks Reports and Dashboards for Google Sheets– Access free templates for QuickBooks reporting

Conclusion

Importing QuickBooks Estimate data into Excel with Coefficient eliminates the hassle of manual exports and ensures you’re always working with the most current information. The live connection between QuickBooks and Excel gives you the best of both worlds: the financial tracking capabilities of QuickBooks and the analytical power of Excel.

By following the steps in this guide, you can set up a seamless data flow that saves time, reduces errors, and provides deeper insights into your business’s financial estimates.

Ready to streamline your financial reporting? Install Coefficient today and transform how you work with QuickBooks data in Excel.