Seamless QuickBooks export to Excel

Connect your QuickBooks account to your Excel workbook to export reports and raw accounting data on a custom schedule with a few clicks.

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Why import QuickBooks to Excel

Build dashboards and visualize reports

Benefit from the calculation and visualization power of Excel for your QuickBooks records. Create advanced formulas, insert charts, and build interactive dashboards that automatically update on your custom schedule. Export QuickBooks transactions to Excel and other data to monitor the performance of your business in one spreadsheet.

Share insights with stakeholders and third parties

Create a workbook with specific analytical insights from QuickBooks, which you can safely share with the stakeholders. Export QuickBooks report to Excel and other accounting data to make it available without giving access to your QuickBooks account. Process your exported data in Excel to make it human-readable and available for the parties concerned.

Analyze QuickBooks Online data together with the information from other sources

Export data from QuickBooks to Excel and consolidate it with the records loaded from other apps and sources such as Airtable, Harvest, Pipedrive, and many others. Keep the imported information in one workbook for easy access at any point of time. Use the consolidated data to build comprehensive reports or dashboards to monitor the performance of your business.

What data to pull from QuickBooks to Excel

01. Reports

Load different QuickBooks reports with an option of choosing a reporting period and data representation. From various options, you can export Chart of Accounts QuickBooks to Excel, Balance Sheet, Profit and Loss, Cash Flow, and many other reports to automate your reporting or share with stakeholders.

02. Customer data

Export Customer List from QuickBooks to Excel and other customer data including metadata filtered and ordered according to your requests.

03. List of items

Export Item list from QuickBooks to Excel on a custom schedule without the need to manually download CSV to your device.

04. Budget information

Export QuickBooks budget to Excel filtered by the specific date period automatically every day, every week, or your custom schedule.

05. Raw accounting data

Load other raw accounting information to Excel for further processing, visualizing, and sharing.

How to set up QuickBooks export to Excel

Step 1. As a source application, choose QuickBooks or QuickBooks Reports and connect to your QuickBooks Online account
30 seconds
Step 2. Select a data entity/report from a drop-down list and apply filter criteria
2 minutes
Step 3. As a destination application, choose Microsoft Excel and connect to your Microsoft account
30 seconds
Step 4. Select a workbook and a worksheet from OneDrive to load QuickBooks data
1 minute
Step 5. Toggle on the automatic data refresh and customize a schedule
20 seconds
Step 6. Save and run the integration to export QuickBooks to Excel
5 seconds

Why use Coupler.io to sync QuickBooks to Excel

Coupler.io allows you to automate mundane data transfer tasks from QuickBooks on a convenient schedule. Exporting QuickBooks to Excel can be done in a few clicks requiring no coding skills or technical background. You can load raw accounting records, such as transactions or invoices, as well as pre-made reports from your QuickBooks account.

Use Excel as a destination spreadsheet for your QuickBooks Online data to store, process, visualize, and share it with the parties concerned. With your QuickBooks Online records in Excel, you can easily manipulate them in data visualization tools, such as Power BI or Tableau, and upload them into other systems or apps.

QuickBooks

Excel

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You ask, we answer!

How often can I export QuickBooks to Excel?

As often as you would like! Coupler.io offers a very customizable menu where you can decide on the frequency of refreshing your data in Excel. All users can choose to sync the data hourly, daily, monthly, or on a custom frequency - for example, twice a week.

What’s more, you can specify the time for your imports from QuickBooks. A common practice is, for example, to fetch a daily report right before the start of a working day so that the fresh data is ready for you every morning.

Users on the Squad plan and higher can sync their data every 30 minutes if they wish. Those on the Business plan can even take advantage of data imports every 15 minutes.

What types of reports can I fetch once I link QuickBooks to Excel?

Coupler.io offers over 25 reports available for a direct import to Excel. These include Balance Sheet, Cash Flow, Journal Report, Profit and Loss, or various Sales reports. You can also export QuickBooks transactions to Excel and process them further in your workbook.

You’ll see the full list of available reports in Coupler.io. Start setting up an importer and pick a report that interests you the most from the ‘Report name’ menu.

See what our customers say

"Coupler.io automatically imports the full dataset you need and it refreshes it completely on any schedule you want. No triggers necessary. And the best of all, the team is very supportive.