Excel Add-In for QuickBooks Desktop
Read, Write, and Update QuickBooks Data from Excel
The QuickBooks Excel Add-In is a powerful tool that allows you to connect with live data from QuickBooks directly from Microsoft Excel. Use Excel to read, write, and update QuickBooks Customers, Transactions, Invoices, Sales Receipts, etc. Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
Install the Add-In, configure your QuickBooks connection, and go!
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Other QuickBooks Drivers
Your QuickBooks Data, Your Way!
The Excel Add-In for QuickBooks provides the easiest way to connect with QuickBooks Desktop data. Users simply supply their credentials via the connection wizard to create a connection and can immediately begin working with live QuickBooks Desktop tables of data. The Excel Add-In is completely self-contained; no additional software installation is required.
Bi-Directional Access To Live QuickBooks Desktop Data From Excel
The Excel Add-In for QuickBooks is integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click.
Easy-To-Use, Straightforward Configuration:
- Install the Add-In
- Login with User & Password
- Select Tables
Installing the CData QuickBooks Excel Add-In creates a dedicated toolbar in Excel, giving users instant access to QuickBooks Desktop data for faster data analysis and reporting. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection.
Select Tables and Columns
Once the data connection is configured, just specify the table and the Excel Add-In will populate a new Excel sheet with live QuickBooks Desktop Data.
QuickBooks Desktop Data With The Full Power of Excel
Perfect for mass imports / exports / updates, data cleansing & de-duplication, Excel based data analysis, and more!
- Modify and delete Records.
- Quickly export and backup data.
- Operate on data with Charts and Pivot Tables.
Frequent QuickBooks Excel Connectivity questions
Common questions about integrating QuickBooks with Microsoft Excel.
How do I connect QuickBooks to Excel?
The QuickBooks Excel Connector is fully integrated with the Excel toolbar and ribbon, providing direct access to live data with a single click. Installing the QuickBooks Excel Add-In creates a new CData data access toolbar in Excel that users can access to connect to remote data. From the Excel toolbar, users can select any of the installed CData Add-Ins to configure a connection to any data source. Once the QuickBooks Excel integration is configured, just select a table from QuickBooks and the Excel Add-In will populate a new Excel sheet with live Data.
Can I export QuickBooks to Excel?
Configuring a QuickBooks export to Excel is a thing of the past — no more downloading or copying & pasting to make sure you have the freshest data. The QuickBooks Add-In provides live direct connectivity to QuickBooks and does not require a QuickBooks Excel export. Simply click the Refresh button from the Excel QuickBooks plugin and the tool will download QuickBooks to excel instantly.
Is it possible to edit QuickBooks data from Excel?
Our integration enables live, bi-directional access to QuickBooks data directly from Excel. Easily pull live data into your spreadsheet, make changes, and push updates back to QuickBooks — all without leaving Excel. Edited cells are automatically highlighted to show differences from the source data. When ready, click the Update Rows button in the CData Add-In toolbar to sync your changes.
Is there a free trial available?
Absolutely. Free trials are available for all CData products. Your 30-day free trial of the QuickBooks Excel Connector will begin as soon as you have downloaded the QuickBooks Excel Add-In and completed the intallation process. The trial provides full, unrestricted access to all features and capabilities of the QuickBooks Excel Connector.
Start your trial today: QuickBooks Excel Add-In free download.
Download the QuickBooks Excel Add-In
Building custom dashboards & reports that connect with live QuickBooks data has never been easier. Download the CData Excel Add-In for QuickBooks now, and get connected.
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