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URL: https://www.cdata.com/kb/tech/qbonline-cloud-excel-365.rst

⇱ Access Live QuickBooks Online Data in Excel 365 Online (Excel for the web)

Access Live QuickBooks Online Data in Excel 365 Online (Excel for the web)

👁 Jerod Johnson
Jerod Johnson
Director, Technology Evangelism
Connect to QuickBooks Online data from Excel 365 Online (Excel for the web) with CData Connect AI.

Microsoft Excel for the web represents a cloud-native iteration of Microsoft Excel. When integrated with CData Connect AI, you gain immediate access to QuickBooks Online data directly from within Excel. This access facilitates data analysis, collaborative work, calculations, and more. This article provides a step-by-step guide on connecting to QuickBooks Online within your Connect AI instance and accessing live QuickBooks Online data in Excel for the web spreadsheets, whether for viewing or updating purposes.

CData Connect AI provides a pure cloud-to-cloud interface for QuickBooks Online, allowing you to easily access live QuickBooks Online data in Excel for the web. Simply use the Connect AI Add-In to query live data (or write your own). Using optimized data processing out of the box, CData Connect AI pushes all supported query operations (filters, JOINs, etc) directly to QuickBooks Online, leveraging server-side processing to quickly return QuickBooks Online data.

About QuickBooks Online Data Integration

CData provides the easiest way to access and integrate live data from QuickBooks Online. Customers use CData connectivity to:

  • Realize high-performance data reads thanks to push-down query optimization for complex operations like filters and aggregations.
  • Read, write, update, and delete QuickBooks Online data.
  • Run reports, download attachments, and send or void invoices directly from code using SQL stored procedures.
  • Connect securely using OAuth and modern cryptography, including TLS 1.2, SHA-256, and ECC.

Many users access live QuickBooks Online data from preferred analytics tools like Power BI and Excel, directly from databases with federated access, and use CData solutions to easily integrate QuickBooks Online data with automated workflows for business-to-business communications.

For more information on how customers are solving problems with CData's QuickBooks Online solutions, refer to our blog: https://www.cdata.com/blog/360-view-of-your-customers.


Getting Started


This setup requires a CData Connect AI instance and the CData Connect AI Add-In for Excel. To get started, sign up a free trial of Connect AI and install the free Connect AI Excel Add-In.


Configure QuickBooks Online Connectivity for Excel

Connectivity to QuickBooks Online from Excel is made possible through CData Connect AI. To work with QuickBooks Online data from Excel, we start by creating and configuring a QuickBooks Online connection.

  1. Log into Connect AI, click Sources, and then click Add Connection
    2. 👁 Adding a Connection
  2. Select "QuickBooks Online" from the Add Connection panel
    3. 👁 Selecting a data source
  3. QuickBooks Online uses OAuth to authenticate. Click "Sign in" to authenticate with QuickBooks Online. 👁 Authenticating with OAuth (Salesforce is shown).
  4. Navigate to the Permissions tab in the Add QuickBooks Online Connection page and update the User-based permissions. 👁 Updating permissions

With the connection configured, you are ready to connect to QuickBooks Online data from Excel for the web.

Access Live QuickBooks Online Data in Excel for the web

The steps below outline connecting to CData Connect AI from Excel to access live QuickBooks Online data.

  1. Log into Excel, create a new sheet (or open an existing one).
  2. Click Insert and click Office Add-ins. (if you have already installed the Add-In, jump to step 4).
  3. Search for CData Connect Spreadsheets Add-In and install the Add-in. 👁 Install the Add-In
  4. Click Data and open the CData Connect Spreadsheets Add-In.
  5. In the Add-In panel, click Login or Sign-up to authenticate with your CData Connect AI instance 👁 Authorizing the Add-In
  6. In the CData Connect Spreadsheets panel in Excel, click Import 👁 CData Connect AI panel in Excel
  7. Choose a Connection (e.g. QuickBooksOnline1), Table (e.g. Customers), and Columns to import 👁 CData Connect AI panel in Excel
  8. Optionally add Filters, Sorting, and a Limit 👁 Choosing a Connection, Table, and Columns
  9. Click Execute to import the data 👁 Executing the Query

Update QuickBooks Online Data from Excel

In addition to viewing QuickBooks Online data in Excel, CData Connect AI also lets you update and delete QuickBooks Online data. Begin by importing data (as described above).

  1. Update any cell or cells with changes you want to push to QuickBooks Online (your changes will be in red)
  2. In the CData Connect Spreadsheets Add-In panel, select Update
  3. Optionally highlight the cell(s) you wish to update and select an update option ("Update All" or "Update Selected")
  4. Click Execute to push the updates to QuickBooks Online 👁 Updating data (Salesforce is shown).

A notification will appear when the update is complete

Live Access to QuickBooks Online Data from Cloud Applications

New, you have a direct, cloud-to-cloud connection to live QuickBooks Online data from your Excel workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.

👁 Imported data (Salesforce is shown)

Try CData Connect AI and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.