How to Import Customer Balances Report from Zoho Books into Excel

Tracking customer balances is vital for managing cash flow and accounts receivable. But manually exporting this data from Zoho Books wastes time and creates outdated reports.

With Coefficient, you can pull live Customer Balances Reports directly into Excel. No more manual exports.

Step-by-step guide to importing Zoho Books Customer Balances Report

Step 1: Install Coefficient and connect to Zoho Books

First, you need to install the Coefficient add-in and connect it to your Zoho Books account:

1. Open Excel
2. Go to the Insert tab
3. Click Get Add-ins
4. Search for “Coefficient” and install it from the Office Add-ins store
5. Once installed, click the Coefficient icon in your Excel ribbon
6. In the sidebar that appears, click “Import Data”

Now connect to Zoho Books:

1. Select “Zoho Books” from the list of available connectors
2. Log in with your Zoho Books credentials when prompted
3. Grant Coefficient permission to access your Zoho Books data

Step 2: Import the Customer Balances Report

With Zoho Books connected, you can now import your Customer Balances Report:

1. In the Coefficient sidebar, select “Import from Reports”
2. Browse or search for “Customer Balances Report”
3. Select the report from the list
4. Configure any filters you need (date range, specific customers, etc.)
5. Click “Import” to pull the data into your Excel spreadsheet

Your Customer Balances Report will now appear in your Excel worksheet with all columns and data intact. The data maintains its structure from Zoho Books, making it easy to analyze.

Step 3: Set up auto-refresh (optional)

Keep your Customer Balances Report fresh with automatic updates:

1. Click the “…” menu next to your imported report in the Coefficient sidebar
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

With auto-refresh enabled, your Excel spreadsheet will always contain the most current customer balance information without manual updates.

Take control of your accounts receivable data

Importing your Zoho Books Customer Balances Report into Excel with Coefficient transforms how you monitor and manage your accounts receivable. No more manual exports or outdated information.

With live data at your fingertips, you can quickly identify overdue accounts, track payment trends, and make informed decisions about your cash flow management. The auto-refresh feature ensures you’re always working with the most current information.

Finance teams can create custom reports and dashboards that combine customer balance data with other financial metrics, providing a comprehensive view of your business’s financial health.

Plus, with Coefficient’s automation capabilities, you can set up alerts and scheduled reports to keep your team informed without any manual effort.

Try Coefficient todayReady to streamline your accounts receivable tracking?and bring your Zoho Books data directly into Excel.