Excel Add-In for QuickBooks Desktop
Read, Write, and Update QuickBooks from Excel
The QuickBooks Excel Add-In is a powerful tool that allows you to connect with live QuickBooks data, directly from Microsoft Excel. Use Excel to read, write, and update QuickBooks Customers, Transactions, Invoices, Sales Receipts, Reports, 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!
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.
Access QuickBooks data directly from Excel
Direct Access
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.
Setup
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.
Data Selection
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.
Data Analysis
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.
FAQs
Frequent QuickBooks Excel connectivity questions
Common questions about integrating QuickBooks with Microsoft Excel.
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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.