Connect Excel to QuickBooks Online Using Add-In

Devart Excel Add-in for QuickBooks Online allows you to connect Excel to QuickBooks Online, quickly and easily load data from QuickBooks to Excel, instantly refresh data in an Excel workbook from QuickBooks Online, edit these data, and save them back to QuickBooks Online. It enables you to work with QuickBooks Customers, Transactions, Invoices, Sales Receipts, and other objects like with usual Excel worksheets and apply all the Excel's powerful data processing and analysis capabilities to these data.

Connect to QuickBooks Online Directly from Excel

To link Excel to QuickBooks Online you need to select QuickBooks Online environment - production or sandbox, click Web Login and sign in to QuickBooks Online, then select a company to query data from and authorize Devart Excel Add-ins to access QuickBooks Online data.

Connection information may optionally be stored in the Excel file, or you may reenter it whenever necessary.

Manage Excel Connections to QuickBooks Online

In addition to storing QuickBooks Online connection in the Excel file, you can also store QuickBooks Online connections in the registry on your computer. This allows you to quickly reuse previously configured connections to link QuickBooks Online to Excel. All you need is to select a connection in the list.

You may store connections on your computer independently from storing them in the Excel file. Thus, you can reuse them on your computer and have your Excel connected to QuickBooks Online even if you want to share Excel files with QuickBooks Online data without sharing connection parameters.

Manage QuickBooks Online Connections in Excel

Use Query Builder or SQL to Import Data You Need

Visual Query Builder allows you to choose a table to import data from, select the columns from this table and related tables, and set filter conditions and data ordering options visually. If you need to select data more precisely, you can use SQL to select data you need.

Devart Excel Add-in for QuickBooks Online provides advanced SQL support for QuickBooks Online, and allows you to use complex SQL queries to get exactly the data you need.

Before finally importing data you can preview data and verify the query in a Data Preview window.

Instantly Refresh Data Whenever You Need

It's very convenient to always have fresh data from QuickBooks Online right in your workbook. Imagine, you have performed data analysis in your Excel workbook, built some charts for your QuickBooks Online data, and you can re-read data from the source and update all this to the current state by just clicking a button on the ribbon whenever you need.

Instantly refresh data from QuickBooks Online

Edit QuickBooks Online Data Like Usual Excel Spreadsheets

To edit QuickBooks Online data in Excel you need just to click the Edit Mode button on the ribbon before editing, and then you can edit data just like you usually do it - add or delete rows, modify cell values, etc. All the changes are highlighted so you can easily see which data is changed.

After you finish editing, simply click Commit to write changes to QuickBooks Online or Rollback to cancel changes.

Instant Data Validation

Devart Excel Add-in for QuickBooks Online instantly validates entered data and highlights errors, such as incorrect dates, duplicate primary key values, etc.

Other Excel Add-ins for CRMs

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