How to Perform QuickBooks Excel Integration

In any business, maintaining data and information on an Excel sheet is the most convenient form of recording transactions. Period!

Maintaining an Excel sheet for business transactions not only highlights the systematic approach of your organization but also depicts its professional approach.

When you do QuickBooks integration with google sheets, you add a winning edge to your business by securing data in the best possible manner by providing:

  • Easy and convenient comparisons
  • Effective analysis of business data
  • Opportunity to business strategic business charts
  • Determine business trends and changes
  • Collaborates data in one place

For this miracle to happen, you would need to integrate Microsoft Excel with QuickBooks. It will enable your business to connect live data from QuickBooks with Microsoft Excel.

Why you need to integrate Excel with QuickBooks?

QuickBooks Excel integration is typically needed for mass imports, exports, excel-based data evaluation, data duplication, and cleansing.

Here are the top reasons why your business needs to integrate Excel with QuickBooks:

  • Edit, modify, delete transaction records
  • Easily backup data or export it
  • Make business operations more productive
  • Client satisfaction

Supported triggers and actions

Triggers

New Row
Triggers when a new row is added to a worksheet in a spreadsheet.
Updated Row
Triggers when a row is added or updated in a worksheet.
New Worksheet
Triggers when a new worksheet is added to a spreadsheet.
New Row in Table
Triggers when a new row is added to a table in a spreadsheet.
New Account
Triggered when you add a new account.
New Bill
Triggers when a new bill is added.
New Customer
Triggered when you add a new customer.
New Estimate
Triggered when you add a new estimate.
New Expense
Triggers when a new expense is added.
New Invoice
Triggered when you add a new invoice.
New Invoice
Triggered when you add a new invoice (with line item support).
New Sales Receipt
Triggered when a new sales receipt is added (with line item support).
New Payment
Triggered when a payment is received (with line item support).
New Purchase Order
Triggers when a new purchase order is added.
New Sales Receipt
Triggered when a new sales receipt is added.
Updated Customer
Triggered when an existing customer is updated.
New Vendor
Triggered when a new vendor is added.

Actions

Add Row
Adds a new row to the end of a worksheet.
Create Spreadsheet
Creates a new spreadsheet
Update Row
Updates a row in a specific worksheet.
Add Row to Table
Adds a new row to the end of a specific table.
Find Row
Finds a row by a column and value. Returns the entire row if one is found.
Find or Create Row
Finds or creates a specific find row.
Find or Create Vendor
Finds or creates a specific vendor.
Create Bill (Account Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Bill (Item Based)
Create a new bill, optionally tied to a customer (with line item support).
Create Credit Memo
Creates a new credit memo.
Create Customer
Adds a new customer.
Create Estimate
Create a new estimate (with line item support).
Create Expense
Creates a new expense using check, cash, or credit card.
Create Product/Service
Creates a new product or service.
Create Journal Entry
Creates a new journal entry.
Create Invoice
Adds a new invoice (with line item support).
Create Sales Receipt
Adds a new sales receipt (with line item support).
Create Payment
Creates a new payment, optionally linked to an invoice.
Create Purchase Order
Creates a new purchase order.
Create Refund Receipt
Creates a new refund receipt.
Send Invoice
Send an existing invoice.
Send Sales Receipt
Send an existing sales receipt.
Create Time Activity
Creates a new single time activity.
Update Customer
Updates an existing customer.
Update Invoice
Updates an existing invoice (with line item support).
Create Vendor
Adds a new vendor.
Find Account
Find an account by name.
Find Customer
Find a customer by name or email address.
Find Invoice
Find an invoice by number.
Find Product(s)
Find a product by name (with line item support)
Find Vendor
Find a vendor by name.
Find or Create Customer
Finds or creates a specific customer v2.

How to integrate Microsoft Excel with QuickBooks?

Here is how to integrate Microsoft Excel with QuickBooks:

Time to Take in Integrating Microsoft Excel with Quickbooks 5 minutes

  1. Step One:

    Open the Advanced Import feature in QuickBooks

  2. Step Two:

    Open the specific File menu. Choose Utilities, after that Import, and Excel Files after that to open the Add your Excel Data to QuickBooks wizard.

  3. Step Three:

    Select the Advanced Import option

  4. Step Four:

    State a Data Map (Note: A Data Map can determine the flow of data and information in the Excel columns to the suitable fields in the specific QuickBooks data file.)

  5. Step Five:

    In the Mapping windows, mention a Mapping name and the specific Import Type

  6. Step Six:

    Select the Import Data column next to the related field in the QuickBooks column and point out which Excel data column must be mapped.

  7. Step Seven:

    Select Save to save the data map for any future relevance

  8. Step Eight:

    Import a File window pops up

  9. Step Nine:

    Select Import to transfer the Excel data into QuickBooks.

When Excel-based business data is imported into QuickBooks, it not only saves time, but also facilitates organizations to execute transactions and processes smoothly in a hassle-free manner. 

Businesses these days are adapting to modern change and evolution. So, it is highly imperative for any thriving organization to integrate their Microsoft Excel with QuickBooks to be in sync with the evolving business landscape.

The above-mentioned process might seem tricky and it is quite possible that you will make a wrong move. This is why it is highly recommended to take the help of a professional who can guide you in the course and point you in the right direction.

If at any point you feel you cannot connect without instructions that are mentioned here, do not hesitate to give us a ring at our toll-free number smbaccountants.com. We are always happy to help you.

FAQ

  1. How can I link excel to QuickBooks?

    QuickBooks excel integration is the process where you can track your all data in excel. To do this, open your excel sheets and click on the “Data tab” and then select it from other sources. Then you have to choose the QuickBooks online DSN. All options will appear on your screen, you have to select the query wizard and perform displayed instructions to create the link between QuickBooks and Excel.

  2. How do I import the transaction to QuickBooks from excel?

    The first thing you have to do to sign in to your bank and then download the transactions. Now, go to your QuickBooks window, choose the “Utilities” option, and then click on the “Import” option. From the drop-down menu, you have to choose the Web Connect files and choose your current bank account. Hit the Continue button to move forward to view a dialog box that will update you that data will read successfully in QuickBooks. Click on the OK button to finish the program.

  3. Is QuickBooks Excel integration exports the data from QuickBooks to excel?

    Yes, this is accessible for QuickBooks online users only. This edition of QuickBooks is flexible to generate reports to insight your business. So, you can easily export them to excel if you need to use your reports outside of QuickBooks.


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