Connect QuickBooks to Excel

Want to transfer your QuickBooks data to Excel? Windsor is ready to help. We connect QuickBooks to Excel within a few minutes in 5 easy steps. No need for IT professionals or coding skills. It’s that simple.

Why do I need QuickBooks and Excel integration?

There are numerous advantages your business gets through this integration. Send data back and forth between QuickBooks and Excel spreadsheets for the most current data and custom insights. Create dashboards and streamline workflows for a more productive business environment.

Effortless data transfer

By connecting these two software tools, data transfer either way becomes a breeze. There’s no manual data entry, so the risk of errors is reduced significantly and your business productivity increases.

Create dashboards

Excel can help you create dashboards using your QuickBooks data through its advanced formulas and insert charts. As a result, you are able to track the performance of your business in a single spreadsheet.

Share reports with stakeholders

Once you prepare a detailed workbook containing specific analytical findings from QuickBook, you can share it with stakeholders safely by exporting it to Excel. You don’t need to give access to your QuickBooks account during the process. Excel allows you to process the exported report to make it understandable to the people reading it.

Improved data analysis

Excel gives you access to a range of data analysis capabilities like charts, pivot tables, and advanced formulas. QuickBooks and Excel integration help your business unlock the full potential of its financial data. You obtain deeper insights into your organisation’s operations and make more informed decisions.  

Handle multi-company reports

Connecting QuickBooks to Excel allows a seamless generation of multi-company reports within spreadsheets. You can merge data from multiple entities with QuickBooks and present them in one aggregated report format in Excel.  This way, you can assess overall financial performance across all companies at a glance, which is essential for strategic planning.

Offline access

Thanks to Excel’s desktop application, you can still work with your QuickBooks data even without an internet connection. This ensures you perform various accounting tasks uninterrupted.

Budgeting and forecasting

Take advantage of the modeling capabilities Excel offers to conduct budgeting and forecasting tasks using your QuickBooks data. Come up with a dynamic budget model and analyze different scenarios to plan for future financial performance more effectively.  

 Improved visualization

Use Excel’s charting features to generate nice-looking charts and graphs based on your QuickBooks data. These visuals not only enhance the presentation of financial info but also capture the attention of stakeholders and prompt them to take the necessary actions.