How to Import Payment Data from QuickBooks into Excel

Managing payment data from QuickBooks in Excel gives finance teams greater flexibility for analysis and reporting. But manually exporting this data is time-consuming and error-prone.

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

Step-by-Step Guide to Importing QuickBooks Payment 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 Payment Data from QuickBooks

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. From the list of available objects, locate and select “Payment”
3. Choose the specific fields you want to import (e.g., Payment ID, Customer, Amount, Date, Payment Method, etc.)
4. Apply any filters if needed to narrow down the data (e.g., date range, payment status)
5. Click “Import” to bring the payment data into your Excel spreadsheet

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

1. With your imported data selected, click on “Refresh” in the Coefficient sidebar
2. Select “Schedule Refresh” to set up automatic updates
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Optionally, set up notifications to alert you when data changes
5. Click “Save” to activate your auto-refresh schedule

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:

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

Conclusion

Importing QuickBooks Payment data into Excel doesn’t have to be a manual, time-consuming process. With Coefficient, you can create a live connection that automatically keeps your payment data up to date in Excel.

This allows your finance team to build more powerful reports and analyses without the hassle of manual exports and imports. Start using Coefficient today to streamline your financial reporting workflow and make better business decisions with real-time payment data.