Excel Add-In for QuickBooks

Build 21.0.7930

Getting Started

Connecting to QuickBooks

Establishing a Connection shows how to authenticate to QuickBooks and configure any necessary connection properties. You can create a connection profile by clicking Get Data and selecting From QuickBooks on the CData ribbon.

Advanced Configurations

You can also configure add-in capabilities through the available Connection properties, from data modeling to firewall traversal. The Advanced Settings section shows how to set up more advanced add-in configurations and troubleshoot connection errors.

Configuring a Connection Profile

You can configure access control in a connection profile by defining the operations allowed against QuickBooks data and store the profile in the workbook to make the workbook easy to share. See Managing Connections for more configuration options for connection profiles.

Connecting from Excel

The add-in adds controls to the Excel ribbon, standard Excel formulas, and VBA classes for writing macros.

QuickBooks Version Support

The add-in supports QuickBooks Premier, Professional, Enterprise, and Simple Start. All QuickBooks editions are supported starting from 2002 to the most recent QuickBooks version. In addition, the Canada, New Zealand, Australia, and UK editions are supported starting from 2003. The QuickBooks Point of Sale and QuickBooks for Mac editions are not supported.

See Also

  • See Using the Excel Add-In to work with QuickBooks data from the CData ribbon.
  • By Writing Parameterized Queries in the From QuickBooks dialog, you can easily create a dynamic spreadsheet based on an underlying SQL SELECT query. Cell values provide the query's input parameters.
  • Use the CData Excel Formulas to execute multiple queries from the same sheet or to use cells and ranges to manipulate QuickBooks data.
  • See Using the Excel Add-In (VBA) to write macros that can automate any of the capabilities available on the ribbon.

Copyright (c) 2021 CData Software, Inc. - All rights reserved.
Build 21.0.7930