How to Import Invoice Data from QuickBooks into Excel

Managing your QuickBooks invoice data in Excel gives you more flexibility for financial analysis and reporting. But manually exporting this data is time-consuming and quickly becomes outdated.

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

How to Import QuickBooks Invoice 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 workbook
5. Once installed, click on the Coefficient icon in your Excel ribbon
6. In the Coefficient sidebar, click “Import Data”
7. Select “QuickBooks” from the list of available connectors
8. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Invoice Data from QuickBooks

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. From the list of available objects, select “Invoice”
3. Choose the specific fields you want to import (e.g., Invoice Number, Customer, Amount, Date, Status)
4. Apply any filters if needed (e.g., only invoices from the current month)
5. Click “Import” to bring your QuickBooks invoice data into Excel

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

1. Click on the “…” menu next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate automatic updates

With auto-refresh enabled, your Excel spreadsheet will always contain the most up-to-date invoice information from QuickBooks without any manual work on your part.

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:

• How to Connect QuickBooks to Excel– A comprehensive guide on connecting QuickBooks to Excel
• How to Connect QuickBooks to Google Sheets– If you also work with Google Sheets
• QuickBooks Excel Integration– Learn more about the Coefficient QuickBooks integration for Excel

By following this guide, you’ll be able to seamlessly import your QuickBooks invoice data into Excel, automate updates, and gain deeper insights into your financial information without the hassle of manual exports.