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CData Software - Knowledge Base

Recent QuickBooks Excel Articles

How to update QuickBooks from Excel

This article explains how to transfer data from Excel to QuickBooks using the Excel Add-In for QuickBooks.

Author and Share Power BI Reports on Real-Time QuickBooks POS

Use the CData ODBC Driver for QuickBooks POS to visualize QuickBooks Point of Sale in Power BI Desktop and then upload to the Power BI service.

Excel Spreadsheet Automation with the QUERY Formula

Pull data, automate spreadsheets, and more with the QUERY formula.

Bill an Invoice with the CData Excel Add-In for QuickBooks

The CData Excel Add-In for QuickBooks makes it easy to transfer data in and out of QuickBooks Desktop and QuickBooks Online. In this article, you will create an Invoice spreadsheet that can be sent to customers. Customers can then insert the Invoice data as Bills to their company files or their company on QuickBooks Online.

Explore Geographical Relationships in QuickBooks POS with Power Map

Create data visualizations with QuickBooks Point of Sale in Power Map.

Access Live QuickBooks Online in Excel (Desktop)

Use CData Connect Cloud to gain access to live QuickBooks Online from your Excel spreadsheets.

Access QuickBooks Custom Fields in Excel

Update custom fields in QuickBooks using the CData Excel Add-In for QuickBooks.

Update Multiple Invoices using the CData Excel Add-In for QuickBooks

The CData Excel Add-In for QuickBooks makes it easy to modify your QuickBooks data right in Excel. This article will explain how to use the CData Excel Add-In for QuickBooks to mark multiple Invoices at once for printing and e-mailing.

Transfer data from Excel to QuickBooks using the CData Excel Add-In

This article explains how to transfer data from Excel to QuickBooks using the CData Excel Add-In for QuickBooks. For this example, we will use the Customers table;however, the same process will work for any table that can be retrieved by the Excel Add-In.

Use the CData ODBC Driver for QuickBooks Online from SharePoint Excel Services

This article demonstrates how to use the CData ODBC Driver for QuickBooks Online to connect to QuickBooks Online from Excel in on-premises editions of SharePoint. This technique allows SharePoint users to create reports, scorecards, and dashboards featuring QuickBooks Online in Excel.

Transfer Company File Data using the CData Excel Add-In

This article shows how to use the CData Excel Add-In for QuickBooks to transfer data from one company file to another. You will use the Excel Add-In to manage multiple connections and transfer customer records from one company file to another.