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.