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J
JP8
April 22, 2021
Question

Intuit Excel Add-In

  • April 22, 2021
  • 1 reply
  • 21 views

Hello,

QB Desktop Pro 2020 user here. 

I'm trying to enable the ability to update QB Report Data in Excel via that "Update Report" Button.
Currently, this works fine with one of my Company files, but I cannot seem to enable it in additional companies. 

 

In the working Company File, I'm looking in Preferences>Integrated Applications and have an Add-In:

Name: INTUIT EXCEL ADDIN

Desc: (none)

Developed By: Intuit. Inc. 

 

This add-in does not appear in the additional companies. How can I install and enable it there?

 

Thanks!

1 reply

J
JonpriL
Level 9
April 22, 2021

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.

J
JP8Author
April 23, 2021

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. 

 

S
SomeGuyFromAZ
February 16, 2023

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!

 


How do you get the Excel add-in?

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