Access Live QuickBooks Online Data in Excel (Desktop)



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

Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with CData Connect Cloud, you gain immediate access to QuickBooks Online data directly within Excel, facilitating data analysis, collaboration, calculations, and more.This article shows how to connect to QuickBooks Online in your Connect Cloud instance and access and update live QuickBooks Online data in Excel spreadsheets.

CData Connect Cloud provides a pure cloud-to-cloud interface for QuickBooks Online, allowing you to easily access live QuickBooks Online data in Excel for the web. Simply use the Connect Cloud Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect Cloud pushes all supported query operations (filters, JOINs, etc) directly to QuickBooks Online, leveraging server-side processing to quickly return QuickBooks Online data.

About QuickBooks Online Data Integration

CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:

  • Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
  • Read, write, update, and delete QuickBooks Online data.
  • Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
  • Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.

Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.

For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.


Getting Started


This setup requires a CData Connect Cloud instance and the CData Connect Cloud Add-In for Excel. To get started, sign up a free trial of Connect Cloud and install the free Connect Cloud Excel Add-In.


Configure QuickBooks Online Connectivity for Excel

Connectivity to QuickBooks Online from Excel is made possible through CData Connect Cloud. To work with QuickBooks Online data from Excel, we start by creating and configuring a QuickBooks Online connection.

  1. Log into Connect Cloud, click Connections and click Add Connection
  2. Select "QuickBooks Online" from the Add Connection panel
  3. QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online.
  4. Navigate to the Permissions tab in the Add QuickBooks Online Connection page and update the User-based permissions.

With the connection configured, you are ready to connect to QuickBooks Online data from Excel.

Access Live QuickBooks Online Data in Excel

The steps below outline connecting to CData Connect Cloud from Excel to access live QuickBooks Online data.

  1. Open Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect Cloud Add-In and install the Add-in.
  4. Click Data and open the CData Connect Cloud Add-In.
  5. In the Add-In panel, click Authorize to authenticate with your CData Connect Cloud instance
  6. In the CData Connect Cloud panel in Excel, click Import
  7. Choose a Connection (e.g. QuickBooksOnline1), Table (e.g. Customers), and Columns to import
  8. Optionally add Filters, Sorting, and a Limit
  9. Click Execute to import the data

Update QuickBooks Online Data from Excel

In addition to viewing QuickBooks Online data in Excel, CData Connect Cloud also lets you update and delete QuickBooks Online data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to QuickBooks Online (your changes will be in red)
  2. In the CData Connect Cloud Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
  4. Click Execute to push the updates to QuickBooks Online

A notification will appear when the update is complete

Live Access to QuickBooks Online Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live QuickBooks Online data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

Try CData Connect Cloud and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from your cloud applications.

Ready to get started?

Learn more about CData Connect Cloud or sign up for free trial access:

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