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Access Live QuickBooks Data in Excel for the Web (Excel 365/Online) through Connect Spreadsheets
Connect to QuickBooks data from Excel 365 Online (Excel for the web) with Connect 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 for the web represents a cloud-native iteration of Microsoft Excel. When combined with Connect Spreadsheets by CData, you gain immediate access to QuickBooks data directly within Excel, facilitating data analysis, collaboration, calculations, and more. This article shows how to connect to QuickBooks in Connect Spreadsheets and access and update live QuickBooks data in Excel spreadsheets online.
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.
About QuickBooks Data Integration
CData simplifies access and integration of live QuickBooks data. Our customers leverage CData connectivity to:
- Access both local and remote company files.
- Connect across editions and regions: QuickBooks Premier, Professional, Enterprise, and Simple Start edition 2002+, as well as Canada, New Zealand, Australia, and UK editions from 2003+.
- Use SQL stored procedures to perform actions like voiding or clearing transactions, merging lists, searching entities, and more.
Customers regularly integrate their QuickBooks data with preferred tools, like Power BI, Tableau, or Excel, and integrate QuickBooks data into their database or data warehouse.
Getting Started
This setup requires a Connect Spreadsheets instance 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.
Configure QuickBooks Connectivity for Excel
Connectivity to QuickBooks from Excel is made possible through Connect Spreadsheets . To work with QuickBooks data from Excel, we start by creating and configuring a QuickBooks connection.
- Log into Connect Spreadsheets, click Connections and click Add Connection
- Select "QuickBooks" from the Add Connection panel
With the connection configured, you are ready to connect to QuickBooks data from Excel for the web.
Access Live QuickBooks Data in Excel for the web
The steps below outline connecting to Connect Spreadsheets from Excel to access live QuickBooks data.
- Log into Excel, create a new sheet (or open an existing one).
- Click Insert and click Office Add-ins. (If you have already installed the Add-In, jump to step 4.)
- Search for Connect Spreadsheets and click "Get it now" to install the Add-in.
- Back in Excel, open the Data ribbon select and click the Connect Spreadsheets "Get Data" button.
- In the Add-In panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
- In the Connect Spreadsheets panel in Excel, click Import
- Choose a Connection (e.g. QuickBooks1), Table (e.g. Customers), and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute to import the data
Update QuickBooks Data from Excel
In addition to viewing QuickBooks data in Excel, Connect Spreadsheets also lets you update and delete QuickBooks data. Begin by importing data (as described above).
- Update any cell or cells with changes you want to push to QuickBooks
- 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
A notification will appear when the update is complete
Live Access to QuickBooks Data from Spreadsheets
New, you have a direct, cloud-to-cloud connection to live QuickBooks 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 your spreadsheet apps.
