How to Import Journal Entry Data from QuickBooks into Excel

Accessing your QuickBooks Journal Entry data in Excel allows finance teams to create custom reports, perform deeper analysis, and integrate financial data with other business metrics.

Instead of manually exporting data that quickly becomes outdated, you can establish a live connection that automatically refreshes with the latest information.

Step-by-Step Guide to Importing Journal Entry Data from QuickBooks to Excel

Step 1: Install Coefficient and Connect to QuickBooks

Before you can import your Journal Entry data, you’ll need to install the Coefficient add-in and connect it to your QuickBooks account:

1. Open Excel on your computer
2. Go to the Insert tab in the Excel ribbon
3. Click on “Get Add-ins” in the Add-ins section
4. Search for “Coefficient” in the Office Add-ins store
5. Click “Add” to install Coefficient to Excel
6. Once installed, the Coefficient sidebar will appear on the right side of your Excel window
7. Click on “Import Data” in the sidebar
8. Select “QuickBooks” from the list of available connectors
9. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Journal Entry Data

Now that you’re connected to QuickBooks, you can import your Journal Entry data:

1. In the Coefficient sidebar, select “Import from QuickBooks”
2. Click on “Objects & Fields” to access the QuickBooks objects
3. Scroll through the list or use the search function to find “Journal Entry”
4. Select “Journal Entry” from the list of available objects
5. Choose the specific fields you want to import (e.g., Date, Entry No., Memo, Amount, etc.)
6. Apply any filters if needed to narrow down the data (e.g., date range, specific accounts)
7. Click “Import” to bring the Journal Entry data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Journal Entry data stays up-to-date, you can set up automatic refreshes:

1. In the Coefficient sidebar, click on the three dots (…) next to your imported data
2. Select “Schedule Refresh” from the dropdown menu
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set the specific time and days for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your Excel spreadsheet will always contain the most current Journal Entry data from QuickBooks, eliminating the need for manual updates.

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

Additional Resources

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

• Free QuickBooks Reports and Dashboards for Google Sheets
• How to Connect QuickBooks to Excel
• How to Connect QuickBooks to Google Sheets
• QuickBooks Excel Integrations

By following this guide, you can seamlessly import your QuickBooks Journal Entry data into Excel, enabling more powerful financial analysis and reporting. With Coefficient’s auto-refresh capabilities, you’ll always have access to the most current data without the hassle of manual exports.