How to Connect Excel to QuickBooks Online

One hardly needs to explain how ubiquitous Microsoft Excel is. It's everywhere, used by students and CEOs of top companies alike. What's more, everyone knows how to use it because of its simplicity and effectiveness. And now you can use Excel to connect to QuickBooks Online and edit its data from a regular spreadsheet. The one vital link that will help you do that without much effort is Devart Excel Add-in for QuickBooks Online. Read on to see how it works.

Before installing any Devart Excel Add-ins, make sure your system meets the necessary requirements. This may include having a compatible version of Excel and sufficient permissions for installation.

1. To begin working with the Excel Add-in for QuickBooks Online, open Microsoft Excel. Next, either start a new workbook or open an existing one.

2. On your Excel toolbar, you should see the Devart tab. This tab is added automatically once your Devart Excel Add-in is successfully installed. If you do not see it, you might need to restart Excel or check if the Add-in is enabled in options under File > Options > Add-ins.

3. On the Devart tab, click Get Data to open the wizard that will help you connect to your data source.

4. In the Import Data Wizard that opens, you will need to configure your QuickBooks connection. First, select QuickBooks Online as your Data Source. Next, under Connection Parameters, you need to select the Environment from the dropdown menu.

In addition to entering the QuickBooks connection parameters, you can select the corresponding checkboxes to do the following:

• Allow saving add-in-specific data in the Excel worksheet
• Allow saving connection strings in the Excel worksheet
• Allow saving security info
• Allow reusing connections in Excel

You can also include advanced options in the connection string. To open the Advanced Connection Editor, click Advanced.

5. Now you need to authorize access from your QuickBooks Online account. To do that, click Web Login. Next, sign in to your account, select the required company, and click Connect.

After that, the Company Id and Refresh Token fields of the wizard will be filled automatically.

7. Now, with all the credentials in place, you can click Test Connection to make sure everything has been entered correctly. If it has, you will see a corresponding message.

8. Click Next and proceed to import the objects you would like to work with.

1. After the previous step, you will be taken to the next page of the wizard, which is called Select data source object and set filter. On the Visual Query Builder tab, you can select the required object from the Object list. In our case, we are going to work with the Account table.

2. Next, you need to specify the required columns.

3. When you are ready to proceed, click Finish to import data and start editing.

Load data using a SQL query

Visual Query Builder is not the only way to load QuickBooks data to Excel. You can do it with a SQL query.

1. In the Import Data Wizard, switch to the SQL Query tab.

2. On the Preview Data page, scrutinize the selected data and specify the following import options:

• Create a new worksheet for the imported data
• Replace data on the existing worksheet with the imported data

3. Once you are ready, click Finish.

Now you can edit QuickBooks data directly in the worksheet. To do that, go to the Devart tab of the Excel toolbar and click Edit Mode.

Here, you can perform the following actions:

• Modify data

Edited cells will be highlighted in olive.

• Add new rows

By default, the empty row at the bottom of the table with empty cells will be highlighted in green. In order to add new rows, simply fill in the cells of the said row and press Enter.

Alternatively, right-click the number of a row to insert a new row before it. Then, click Insert and enter the required data. The new row will be highlighted in yellow.

• Delete rows

Select the rows you want to remove, right-click them, and select Delete from the menu. The deleted row(s) will be highlighted in dark yellow.

Your next step is to upload the newly modified data back to QuickBooks. To do that, click Commit. And in case you have committed something unwanted, you can easily undo that by clicking Rollback.

Integration with Microsoft Excel by means of the Devart Add-in gives you comprehensive control over your QuickBooks Online data and allows you to manage it with ease. Want to try it for free? Download Devart Excel Add-in for QuickBooks Online and get yourself a powerful solution for managing your data, with an intuitive interface and robust features that will definitely simplify the entire process. And if you work with multiple data sources yet would like to have a proper Excel Add-in for each, consider downloading Excel Add-in Universal Pack.