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Integrate QuickBooks Online with Microsoft Excel

Appy Pie Connect allows you to automate multiple workflows between QuickBooks Online and Microsoft Excel

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About QuickBooks Online

Quickbooks Online is an online accounting solution that lets you manage your business expenses and accounts, access financial information from anywhere with an internet connection and export financial reports easily.

About Microsoft Excel

Microsoft Excel is an application program for calculations and data management, which generates spreadsheets, and functions as a database. It makes it easier to organize, analyze and present data while helping to make informed business decisions based on the analysis.

Microsoft Excel Integrations
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Best QuickBooks Online and Microsoft Excel Integrations

  • QuickBooks Online Integration Microsoft Excel Integration

    QuickBooks Online + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Payment is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Payment
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • QuickBooks Online Integration Microsoft Excel Integration

    QuickBooks Online + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Estimate is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Estimate
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • QuickBooks Online Integration Microsoft Excel Integration

    QuickBooks Online + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Account is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Account
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • QuickBooks Online Integration Microsoft Excel Integration

    QuickBooks Online + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Purchase Order is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Purchase Order
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • QuickBooks Online Integration Microsoft Excel Integration

    QuickBooks Online + Microsoft Excel

    Add Row to Table in Microsoft Excel when New Sales Receipt is created in QuickBooks Online Read More...
    Close
    When this happens...
    QuickBooks Online Integration New Sales Receipt
     
    Then do this...
    Microsoft Excel Integration Add Row to Table
  • QuickBooks Online Integration {{item.actionAppName}} Integration

    QuickBooks Online + {{item.actionAppName}}

    {{item.message}} Read More...
    Close
    When this happens...
    {{item.triggerAppName}} Integration {{item.triggerTitle}}
     
    Then do this...
    {{item.actionAppName}} Integration {{item.actionTitle}}
Connect QuickBooks Online + Microsoft Excel in easier way

It's easy to connect QuickBooks Online + Microsoft Excel without coding knowledge. Start creating your own business flow.

    Triggers
  • New Account

    Triggers whenevver a new account is added.

  • New Bill

    Triggers every time a new bill is added.

  • New Customer

    Triggers when you add a new customer.

  • New Estimate

    Triggers whenever you add a new estimate.

  • New Invoice

    Triggers every time you add a new invoice.

  • New Payment

    Triggers everytime a payment is received (with line item support).

  • New Purchase Order

    Triggers every time a new purchase order is added.

  • New Sales Receipt

    Triggers whenever a new sales receipt is added.

  • New Vendor

    Triggers every time a new vendor is added.

  • New Row in Table

    Triggers when a new row is added to a table in a spreadsheet.

  • New Worksheet

    Triggers when a new worksheet is added to a spreadsheet.

    Actions
  • Create Customer

    Adds a new customer.

  • Create Invoice

    Adds a new invoice (with line item support).

  • Create Sales Receipt

    Adds a new sales receipt (with line item support).

  • Update Invoice

    Refresh an existing invoice (with line item support).

  • Add Row to Table

    Adds a new row to the end of a specific table.

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Page reviewed by: Abhinav Girdhar  | Last Updated on July 01, 2022 5:55 am

How QuickBooks Online & Microsoft Excel Integrations Work

  1. Step 1: Choose QuickBooks Online as a trigger app and authenticate it on Appy Pie Connect.

    (30 seconds)

  2. Step 2: Select "Trigger" from the Triggers List.

    (10 seconds)

  3. Step 3: Pick Microsoft Excel as an action app and authenticate.

    (30 seconds)

  4. Step 4: Select a resulting action from the Action List.

    (10 seconds)

  5. Step 5: Select the data you want to send from QuickBooks Online to Microsoft Excel.

    (2 minutes)

  6. Your Connect is ready! It's time to start enjoying the benefits of workflow automation.

Integration of QuickBooks Online and Microsoft Excel

QuickBooks Online?

QuickBooks Online (QBO. is an online accounting software that allows businesses and individuals to manage their finances, income/expenses, and taxes. It is a subscription service that is provided by Intuit Inc. who owns the QuickBooks software platform. QBO offers many advantages including:

  • Easy to use
  • Full integration with Microsoft Excel
  • Data automatically syncs with Microsoft Excel
  • Cloud storage of data
  • Automatic backups of data

Microsoft Excel?

Microsoft Excel is a spreadsheet program developed by Microsoft Corporation. It contains functions for performing calculations and organizing data into spreadsheets. It can be used to create charts, graphs, and diagrams. Microsoft Excel has some similarities to QuickBooks Online but it does not have some of the features such as bank feeds, e-mail, and text messaging.

Integration of QuickBooks Online and Microsoft Excel

Integration between QuickBooks Online and Microsoft Excel is similar to a two sided market place where there are complementary goods and services spd to different parties. In this case, QuickBooks Online provides financial management for businesses while Microsoft Excel provides a user-friendly interface for creating financial models to analyze them. The integration between these two tops allows users to easily connect them together via the cloud, thus allowing for instant sharing of financial information between Excel and QuickBooks. Users can also easily synchronize the two data sets because they both use the same file format which allows for easy transfer of information between the two programs. This integration can be beneficial for users because it allows users to quickly move back and forth between their financial information and their progress on their financial model without having to reenter a lot of data. Another benefit of this integration is that it allows users to quickly analyze changes made in each program and view the results in real time. For example, if an invoice is created in QuickBooks Online then the results are displayed in the same row in Excel as well as any potential issues that may exist based on changes made in QuickBooks Online.

Benefits of Integration of QuickBooks Online and Microsoft Excel

There are many benefits of integrating QuickBooks Online and Microsoft Excel, including:

  • Easy to use interface. - Less time spent on manual data entry. - Ability to import data from other programs such as Xero or Sage 100. - Easy access to historical data using automated reports. - Automatic backups of financial information. - Data automatically syncs with Microsoft Excel. - Easy data analysis using graphs, charts, etc. - Easy formatting of data (looks good. - Ability to produce professional looking documents quickly and easily. - Integration with third party apps such as Mailchimp. - Export data to .csv files for external purposes. - Integrated budgeting functionality. - Integrate your company’s websites (e.g. Facebook, YouTube, Twitter. - Easy to view documents such as invoices online. - Setup email alerts for specific events (e.g. when new payment is received. - Integrate with retail point of sale systems. - Easily modify existing templates or create new ones using popular web editors like Google Docs and Microsoft Word. - Easily integrate with third party apps such as Salesforce CRM and Freshbooks Accounting software. - Many other integrations including PayPal, Stripe, Square, etc…

The process to integrate QuickBooks Online and Microsoft Excel may seem complicated and intimidating. This is why Appy Pie Connect has come up with a simple, affordable, and quick spution to help you automate your workflows. Click on the button below to begin.