How to Import General Ledger Report from QuickBooks into Excel

Accessing your QuickBooks General Ledger data in Excel allows finance teams to perform detailed financial analysis, create custom reports, and share insights with stakeholders. Instead of manual exports that quickly become outdated, you can establish a live connection that refreshes automatically.

How to Import QuickBooks General Ledger Report into Excel

Follow these simple steps to import your QuickBooks General Ledger report into Excel using Coefficient:

Step 1: Install Coefficient and Connect to QuickBooks

• Open Excel and navigate to the Insert tab
• Click on “Get Add-ins” in the ribbon
• Search for “Coefficient” in the Office Add-ins store
• Click “Add” to install Coefficient to your Excel
• Once installed, open the Coefficient sidebar and click “Import”
• Select “QuickBooks” from the list of available connectors
• Follow the authentication prompts to connect your QuickBooks account

Step 2: Import the General Ledger Report

• In the Coefficient sidebar, select “Import from Reports”
• Browse through the available reports and select “General Ledger”
• Configure any filters you need (date range, accounts, etc.)
• Choose your preferred import location in your Excel spreadsheet
• Click “Import” to bring your General Ledger data into Excel

Step 3: Set Up Auto-Refresh (Optional)

• Click on the imported data in your spreadsheet
• In the Coefficient sidebar, select “Schedule Refresh”
• Choose your preferred refresh frequency (hourly, daily, weekly)
• Set specific times for the refresh to occur
• Click “Save” to activate automatic refreshes

With auto-refresh enabled, your Excel spreadsheet will always contain the most up-to-date General Ledger data from QuickBooks, eliminating the need for manual exports and imports.

Available QuickBooks Reports and Objects in Coefficient

Coefficient allows you to import various reports and objects from QuickBooks. Here’s what’s available:

Frequently Asked Questions

Connect QuickBooks to Excel with CoefficientReady to streamline your financial reporting?today and transform how you work with your General Ledger data.