Access Live QuickBooks Data in Excel (Desktop) through Connect Spreadsheets
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Your Connect AI 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 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.
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 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
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
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Enter the necessary authentication properties to connect to QuickBooks.
QuickBooks runs on-premises, so Connect AI requires the Connect Gateway to reach it. Install and start the gateway on the same machine (or network) as QuickBooks, then set the URL connection property to the Remote Connector address (e.g., http://remotehost:8166) and enter your User and Password.
- Click Create & Test
- Navigate to the Permissions tab in the Add QuickBooks Connection page and update the User-based permissions.
With the connection configured, you are ready to connect to QuickBooks data from Excel.
Access Live QuickBooks Data in Excel
The steps below outline connecting to Connect Spreadsheets from Excel to access live QuickBooks 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. QuickBooks1), 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 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 (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
A notification will appear when the update is complete
Live Access to QuickBooks Data from Spreadsheet Apps
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 hundreds of SaaS, Big Data, and NoSQL sources directly from Microsoft Excel.