Intuit Excel Add-In

Hello @JP8,

You can integrate and use the app directly from the app center. Let me show you how.

1. Go to the App Center menu.
2. Enter INTUIT EXCEL ADDIN in the Search address.
3. Select the app you wanted to integrate and check for reviews.
4. Click Learn More to start using it.

Also, here's a reference with a compilation of articles helpful in checking how stable is your business's income and expense: Know where you stand financially.

If you have any other questions aside from integrating an application, please let me know in the comments below. I'll be here to lend a hand.

Hi there. 

Thanks for the fast reply. 

The app INTUIT EXCEL ADDIN, which is already installed and working on one company file, does not appear when searching in the App Center as you suggested. 

Glad to see you again, @JP8.

I appreciate the things you've done to enable this application in other companies. Let me guide you to the support that focuses on application integration to verify the details of Intuit Excel Addin application.

Intuit has a separate community page for application developers. I'd suggest verifying it from there. They have the tools to help you integrate the application correctly on the other company.

Here's how:

1. Sign up for to Intuit developer community page.
2. Create an Intuit Developer Account.
3. Click the ? or Help icon on the upper-right corner of the page.
4. Enter your concern about the Intuit Excel Addin.

If you have other questions or concerns, don't hesitate to reply to this thread. I'd be right here to answer them. Take care.

SOLVED Thanks to the Developer's Community. 

1. Export a report to Excel

2. Make sure the QB Add in has been installed to Excel

3. In Preferences, check "Notify the user before running any application whose certificate has expired."

4. Click the UPDATE QB button in Excel

5. In QB, go through the Certificate Authorization process on the screen to enable the add in. 

Without #3 checked, Excel sends an data query attempt to QBD, but QBD won't show you the screens needed to verify that it's legit, so it just gets abandoned. After the initial connection, you can uncheck the notification, but you may not be notified when the certificate expires. 

Thanks!

Where do we get the Excel add-in?

How do you get the Excel add-in?

Hi there, SomeGuyFromAZ.

To ensure you'll be able to integrate QuickBooks Desktop with Intuit Excel Addin, I'd suggest reaching out to our Developer's page. They're the best support that can guide you on the best way to integrate applications.

You can visit this page and post the same concern: Intuit Developer Support.

If you have some concerns about managing your QuickBooks Desktop file, you can check this link: Help Articles.

Feel free to post anytime you have concerns. I'm here to help you out.