XBooks

xBooksFormulabuilderScreenshot
xBooksScreenshot

XBooks

4.00 out of 5
(2 customer reviews)

$179.00$249.00

Powerful integration between Excel and QuickBooks! XBooks makes it easy to create custom financial and budget reports from QuickBooks data in Excel. Version 8 is primarily a re-write in .NET to improve reliability and enhance the user interface. It also adds a formula builder function and support for operation under Terminal Server.

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  • Built in formulas to access GL account balances and budgets
  • Retrieve, combine and reformat QuickBooks report data from within Excel
  • Manage your inventory items from within Excel
  • Invoice multiple customers quickly and easily
  • Easy Access to the QuickBooks from Excel VBA
  • Powerful tool for developing advanced Excel applications


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Product Description

Smart QuickBooks Excel Integration

Are you tired of exporting QuickBooks Excel reports, cutting and pasting, and reformatting them to get the information you need? Now with XBooks you can format your reports in Excel and simply refresh them with QuickBooks data without leaving Excel simply by pressing F9. The XBooks report interface makes it possible to pull report data directly into an existing workbook preserving your formulas and worksheet formatting.

Version 8 is primarily a re-write in .NET to improve reliability and enhance the user interface. It also adds a formula builder function and support for operation under Terminal Server.

This innovative QuickBooks Excel integration enables you to create highly customized financial statements that can consolidate information across company files and access budget information. Best of all, the QuickBooks data can be refreshed in Excel simply by pressing F9!  Excel with XBooks!

These formulas include:

  • GLActual – Returns the actual figure for a profit and loss account
  • GLBudget – Returns the budget figure for a profit and loss account
  • GLBalance – Returns the account balance for a balance sheet account
  • GLBudgetDate – Returns the date the budget information was exported from QuickBooks

Using these formulas you can create custom reports and refresh them all from within Excel. To see a sample worksheet click here.
XBooks also includes a sample spreadsheet that allows you to view, edit and update inventory items from within Excel. Includes complete VBA source code so you can modify it to meet your needs.

Also included is a bulk invoicing spreadsheet that enables you to post recurring invoices to multiple customers with a single button click. You can also customize the description and amount for each customer. This is a real time saver for subscription services and any other business that does recurring billing in QuickBooks.

If you’re familiar with Visual Basic for Applications (VBA) development you’ll love XBooks. XBooks exposes our easy to use coreObjX business objects to VBA in Excel. With this technology you can easily create applications that have complete access to the QuickBooks API. This is an ideal way to create commission calculators, order entry screens or custom invoice templates. Imported and exporting between QuickBooks and Excel can also be automated from Excel VBA. The opportunities are endless and XBooks includes several sample applications to get you started.

Additional Information

Supported QuickBooks Versions

QuickBooks 2004-2017 Pro, Premiere, and Enterprise

FAQ


You will need to reset the xBooks add-in. Please click here for detailed instructions on how to do this.

You will need to reset the xBooks add-in. Please click here for detailed instructions on how to do this.

Don’t be afraid. This is just a warning indicating that the installation package is not digitally signed. You have nothing to fear, our software is rock solid and perfectly secure.
4.00 out of 5

2 reviews for XBooks

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  1. tory_hhl
    4 out of 5

    :

    If have demo would be great.

  2. Jill McMurphy
    4 out of 5

    :

    Works as expected.

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