How to Import Time Activity Data from QuickBooks into Excel

Tracking time activities in QuickBooks is essential for accurate billing and project management, but analyzing this data in Excel gives you more flexibility for reporting and insights.

In this guide, you’ll learn how to import Time Activity data from QuickBooks directly into Excel using Coefficient, eliminating manual exports and ensuring your data stays current.

Step-by-Step Guide to Importing QuickBooks Time Activity 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 and click “Add”
4. Once installed, click on the Coefficient icon in your Excel ribbon to open the sidebar
5. In the sidebar, click “Import” and select “QuickBooks” from the list of available connectors
6. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Time Activity Data

1. In the Coefficient sidebar, select “Import from Objects”
2. From the list of available objects, locate and select “Time Activity”
3. Choose the columns you want to import (such as Employee, Customer, Service Item, Duration, Description, etc.)
4. Apply any filters if needed (e.g., filter by date range, employee, or customer)
5. Click “Import” to bring the Time Activity data into your Excel spreadsheet

Step 3: Set Up Auto-Refresh (Optional)

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 frequency (hourly, daily, weekly)
4. Configure additional options like email notifications when data changes
5. Click “Save” to activate your auto-refresh schedule

Now your QuickBooks Time Activity data will be automatically updated 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

Additional Resources

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

• How to Connect QuickBooks to Excel– Comprehensive guide for connecting QuickBooks to Excel
• How to Connect QuickBooks to Google Sheets– If you also work with Google Sheets
• QuickBooks Excel Integration– Explore all Excel integration capabilities

By following this guide, you’ve learned how to import Time Activity data from QuickBooks into Excel using Coefficient. This integration allows you to analyze your time tracking data more effectively, create custom reports, and maintain up-to-date information through automated refreshes.