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Get the Report →Access Live QuickBooks Online Data in Excel (Desktop)
Use Connect Spreadsheets by CData to gain access to live QuickBooks Online data from your Excel spreadsheets.
Looking for Connect Cloud instructions?
Your Connect Cloud account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!
Microsoft Excel is a widely used spreadsheet software application, primarily used for tasks related to data management, analysis, and visualization. When combined with Connect Spreadsheets by CData, 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 Connect Spreadsheets and access and update live QuickBooks Online data in Excel spreadsheets.
Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.
This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-In for Excel. To get started, sign up a free trial of Connect Spreadsheets and install the free Connect Spreadsheets Excel Add-In.
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
Configure QuickBooks Online Connectivity for Excel
Connectivity to QuickBooks Online from Excel is made possible through Connect Spreadsheets. To work with QuickBooks Online data from Excel, we start by creating and configuring a QuickBooks Online connection.
- Log into Connect Spreadsheets, click Connections and click Add Connection
- Select "QuickBooks Online" from the Add Connection panel
- QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online.
- 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 Connect Spreadsheets from Excel to access live QuickBooks Online data.
- Open Excel, create a new sheet (or open an existing one).
- Click Insert and click Get Add-ins. (if you have already installed the Add-In, jump to step 4).
- Search for Connect Spreadsheets and install the Add-in.
- Click Data and open the CData Connect Spreadsheets Add-In.
- In the Add-In panel, click "Log in" to authenticate with your Connect Spreadsheets account
- In the Connect Spreadsheets panel in Excel, click Import
- Choose a Connection (e.g. QuickBooksOnline1), Table (e.g. Customers), and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute to import the data and opt to overwrite the existing sheet or create a new one.
Update QuickBooks Online Data from Excel
In addition to viewing QuickBooks Online data in Excel, Connect Spreadsheets also lets you update and delete QuickBooks Online data. Begin by importing data (as described above).
- Update any cell or cells with changes you want to push to QuickBooks Online (your changes will be in red)
- In the Connect Spreadsheets Add-In panel, select Update
- Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
- 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 Spreadsheet Apps
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 Connect Spreadsheets and get real-time data access to 100+ SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.