How to Import QuickBooks Item Data into Excel

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 But manually exporting this data is time-consuming and quickly becomes outdated.

This guide shows you how to create a live connection between QuickBooks and Excel that automatically refreshes your Item data.

Step-by-Step Guide to Importing QuickBooks Item 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 Excel
5. Once installed, open the Coefficient sidebar by clicking on the Coefficient icon in the ribbon
6. Click “Import Data” to begin the import process
7. Select “QuickBooks” from the list of available connectors
8. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Item Data from QuickBooks

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. Browse through the available objects and select “Item”
3. Choose the specific fields you want to import (e.g., Name, Description, Type, Price, Cost)
4. Apply any filters to narrow down the data if needed
5. Click “Import” to bring your QuickBooks Item data into Excel

Step 3: Set Up Auto-Refresh (Optional)

1. With your data imported, click on the “…” menu next to your import
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 the auto-refresh schedule

Now your QuickBooks Item 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 comprehensive list of what’s available:

Frequently Asked Questions

Learn more about connecting QuickBooks to Excel with Coefficientfree QuickBooks report templatesReady to streamline your QuickBooks data management?or check out our.