How To Perform QuickBooks Excel Integration?

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 do 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, and 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 a Row Finds or creates a specific find row.
Find or Create a 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 a 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 a Customer Finds or creates a specific customer v2.

How to integrate Microsoft Excel with QuickBooks?

Step One:

Open the Advanced Import feature in QuickBooks

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.

Step Three:

Select the Advanced Import option

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.)

Step Five:

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

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.

Step Seven:

Select Save to save the data map for any future relevance

Step Eight:

Import a File window pops up

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, any thriving organization must integrate Microsoft Excel with QuickBooks to be in sync with the evolving business landscape.

The above-mentioned process might seem tricky and you may 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.

Frequently Asked Questions

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 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.

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.

Does QuickBooks Excel integration export 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 into your business. So, you can easily export them to Excel if you need to use your reports outside of QuickBooks.

QuickBooks Excel Integration