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Level 1

We need to set up a financial reporting package in Excel that can be refreshed with our data from QuickBooks online. How should we connect to QBO to pull data?

 
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Level 6

We need to set up a financial reporting package in Excel that can be refreshed with our data from QuickBooks online. How should we connect to QBO to pull data?

You can make a schedule to export certain transactions data from QBO using an exporter tool.

https://transactionpro.grsm.io/qbo

https://partners.saasant.com/affiliate/idevaffiliate.php?id=5051_2

 

Hope it helps.

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