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Eric-Bosler
Level 1

Does CData Connect Speadsheets Excel plug in work?

 
1 Comment 1
RazzieE
QuickBooks Team

Does CData Connect Speadsheets Excel plug in work?

Hi there, Eric. Yes, the CData Connect Spreadsheet works with QuickBooks Online (QBO).

 

To start, CData Connect Spreadsheet allows to you connect Excel directly to live QBO data, enabling you to read, write, and update data.

 

To connect QBO to CData here's how:

 

  1. Log in to your QuickBooks Online account on your computer.
  2. Navigate to the Apps section.
  3. Click on the Find Apps tab, then type "CData" into the search bar.
  4. Follow the prompts to install the app.
  5. After installation look for the CData Connect Spreadsheets button on the Excel Ribbon.
  6. Click on the Connect Spreadsheets add-in from within Excel to set up an account and configure a connection to QBO.
  7. Select any QBO data you want to access.

 

Once the connection is successful, you’ll be able to explore and work with your QuickBooks Online data directly in Excel.

 

If you run into any challenges during this process, it’s worth reaching out to the CData support team for assistance.

 

Additionally, you can visit this article for future use to run reports and give a quick overview of your business: Run a report in QuickBooks Online.

Want to save time on managing and organizing your books? QuickBooks Live Expert Assisted could be the solution! They specialize in keeping your records accurate, tidy, and up to date.

 

Hit the Reply button if you have follow-up questions.

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