How to update QuickBooks Online from Excel

The CData Excel Add-In for QuickBooks Online enables you to edit and save QuickBooks Online data directly from Excel. This article explains how to transfer data from Excel to QuickBooks Online. This technique is useful if you want to work on QuickBooks Online data in Excel and update changes, or if you have a whole spreadsheet you want to import into QuickBooks Online. In this example, you will use the Customers table; however, the same process will work for any table that can be retrieved by the CData Excel Add-In.

Getting Started

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Establish a Connection

If you have not already done so, create a new QuickBooks Online connection by clicking From QuickBooks Online on the ribbon.

QuickBooks Online uses the OAuth authentication standard. OAuth requires the authenticating user to log in through the browser. To authenticate using OAuth, you can use the embedded OAuthClientId, OAuthClientSecret, and CallbackURL or you can obtain your own by registering an app with Intuit. Additionally, if you want to connect to sandbox data, set UseSandbox to true.

See the Getting Started chapter of the help documentation for a guide to using OAuth.

Retrieve Data from QuickBooks Online

To insert data into QuickBooks Online, you will first need to retrieve data from the QuickBooks Online table you want to add to. This links the Excel spreadsheet to the QuickBooks Online table selected: After you retrieve data, any changes you make to the data are highlighted in red.

1. Click the From QuickBooks Online button on the CData ribbon. The Data Selection wizard is displayed.
2. In the Table or View menu, select the Customers table.
3. In the Maximum Rows menu, select the number of rows you want to retrieve. If you want to insert rows, you need to retrieve only one row. The Query box will then display the SQL query that corresponds to your request.
4. In the Sheet Name box, enter the name for the sheet that will be populated. By default the add-in will create a new sheet with the name of the table.

Insert Rows to QuickBooks Online

After retrieving data, you can add data from an existing spreadsheet in Excel.

1. In a cell after the last row, enter a formula referencing the corresponding cell from the other spreadsheet; for example, =MyCustomersSheetInExcel!A1.
2. After using a formula to reference the cells you want to add to QuickBooks Online, select the cells that you are inserting data into and drag the formula down as far as needed. The referenced values you want to add will be displayed on the Customers sheet.
3. Highlight the rows you want to insert and click the Update Rows button.

As each row is inserted, the Id value will appear in the Id column and the row's text will change to black, indicating that the record has been inserted.