Automatically sync your spreadsheets to QuickBooks
Seamlessly send data back and forth between QuickBooks Online Advanced and Excel for more accurate business data and custom insights.
Keep your data in sync
- Reduce manual errors and have confidence in your data by seamlessly connecting Advanced and Excel.
- Add and edit large batches of data in your spreadsheet, and sync it right back to QuickBooks.**
Dig deeper into your finances
- Track business performance by using Excel to create custom charts and graphs with your QuickBooks data.
- Use pre-made templates, build consolidated reports for multiple companies, and refresh your data in a single step.
Work with the tools you’re used to
- No need to throw out your spreadsheets. Work with your data in QuickBooks or Excel.
- Create flexible workflows with familiar tools when you combine the power of Excel and Advanced.
Money movement services are provided by Intuit Payments Inc., licensed as a Money Transmitter by the New York State Department of Financial Services. For more information about Intuit Payments' money transmission licenses, please visit https://www.intuit.com/legal/licenses/payment-licenses/.
*Limited time offer terms
QuickBooks products: Offer available for QuickBooks Online and/or QuickBooks Online Payroll Core, Premium, or Elite (collectively, the “QuickBooks Products”). The offer includes either a free trial for 30 days (“Free Trial for 30 Days”) or a discount for 3 months of service (“Discount”) (collectively, the “QuickBooks Offer”). QuickBooks Live Bookkeeping is not included in the QuickBooks Offer.
Free trial for 30 days: First thirty (30) days of subscription to the QuickBooks Products, starting from the date of enrollment is free. To continue using the QuickBooks Products after your 30-day trial, you’ll be asked to present a valid credit card for authorization.
Discount: Discount applied to the monthly price for the QuickBooks Products is for the first 3 months of service, starting from the date of enrollment, followed by the then-current monthly list price. To be eligible for this offer you must be a new QuickBooks customer and sign up for the monthly plan using the “Buy Now” option.
Limited time offer terms: Your account will automatically be charged on a monthly basis until you cancel. If you add or remove services, your service fees will be adjusted accordingly. Sales tax may be applied where applicable. This offer can’t be combined with any other QuickBooks offers. Offer only available for a limited time and to new QuickBooks customers.
Cancellation: To cancel your QuickBooks Products subscription at any time go to Account & Settings in QuickBooks and select “Cancel.” Your QuickBooks Online cancellation will become effective at the end of the monthly billing period. The QuickBooks Online Payroll subscription will terminate immediately upon cancellation.You will not receive a pro-rated refund; your access and subscription benefits will continue for the remainder of the billing period.
1.Over 118,000 QuickBooks Online Advanced customers: Based on unique companies with QuickBooks Online Advanced subscription in the US as of July 2022.
QuickBooks Online and QuickBooks Self-Employed system requirements: QuickBooks Online requires a requires a persistent internet connection (a high-speed connection is recommended) and computer with a supported Internet browser or a mobile phone with a supported operating system (see System Requirements) and an Internet connection (a high-speed connection is recommended). Network fees may apply.
QuickBooks Online and QuickBooks Self-Employed mobile apps: The QuickBooks Online mobile and QuickBooks Self-Employed mobile companion apps work with iPhone, iPad, and Android phones and tablets. Devices sold separately; data plan required. Not all features are available on the mobile apps and mobile browser. QuickBooks Online mobile access is included with your QuickBooks Online subscription at no additional cost. Data access is subject to cellular/internet provider network availability and occasional downtime due to system and server maintenance and events beyond your control. Product registration required.
QuickBooks Online Advanced usage limits: QuickBooks Online Advanced includes unlimited Chart of Account entry. Simple Start, Essentials and Plus allow up to 250 accounts. QuickBooks Online Advanced includes unlimited Tracked Classes and Locations. QuickBooks Plus includes up to 40 combined tracked classes and tracked locations. Tracked Classes and Locations are not available in Simple Start and Essentials.
QuickBooks app integration: Online services vary by participating financial institutions or other parties and may be subject to application approval, additional terms, conditions, and fees. For more information see apps.com.
Customer support: For hours of support and how to contact support, click here.
Spreadsheet sync: Automatic refresh requires setup and will update workbooks or individual sheets every time you open the workbook or login to Spreadsheet Sync. See more details here.
QuickBooks Online Advanced – Batch Invoicing and Create Invoices 37% Faster claim: Based off of tests comparing QuickBooks Online regular invoice workflow with QuickBooks Online Advanced multiple invoice workflow. QuickBooks Online Advanced supports the upload of 1,000 transaction lines for invoices at one time. Number of invoices imported depends on the number of transaction lines in the .CSV file. Customers received remuneration for participating in the tests.
QuickBooks Online Advanced – Priority Circle: Membership in Priority Circle and its benefits are available only to customers located in the 50 United States, including DC, who have an active, paid subscription to QuickBooks Desktop Enterprise or QuickBooks Online Advanced. Eligibility criteria may apply to certain products. When customers no longer have an active, paid subscription, they will not be eligible to receive benefits. Phone and messaging Premium support is available 24/7. Support hours exclude occasional downtime due to system and server maintenance, company events, observed U.S. holidays and events beyond our control. Intuit reserves the right to change these hours without notice. Terms, conditions, pricing, service, support options, and support team members are subject to change without notice.
QuickBooks Online Advanced – Enhanced Custom Fields: Up to 48 unique active custom fields available only in Sales forms, Purchase Orders, and Customer Info. If a unique custom field is duplicated in any of the aforementioned templates, the number of customizable fields will decrease.
QuickBooks Online Advanced – Automatic data backup and recovery: QuickBooks Online uses technical and administrative security measures such as, but not limited to, firewalls, encryption techniques, and authentication procedures, among others, to work to maintain the security of your online session and information.
QuickBooks Online Advanced – Industry benchmarks: Feature availability varies and is dependent on available data. Only supports businesses which use accrual accounting.
QuickBooks Online Advanced – Create and assign tasks from any device: Task management requires a supported internet browser and an internet connection (a high-speed connection is recommended). Feature is unavailable on QuickBooks Online mobile.
Terms, conditions, pricing, special features, and service and support options subject to change without notice.