Report Link for QuickBooks

Seamlessly pull your data out of QuickBooks for reporting in Excel. Includes ODBC support.

Use this tool to pull your QuickBooks data into Excel for use in custom reports, formulas, and as an Excel ODBC Data source for use with Excel & other reporting applications.

With just a few clicks, you can pull your Transaction data, monthly account balances for financial reporting, your item list, and your customer, vendor, other name, & employee lists.

Your QuickBooks data is then available in Excel and you can use it to create reports via the built-in custom report creator, Excel’s pivot tables, formulas, or by using ODBC to access the data from Excel or other applications.

Each time you update your data, the tool retains a data snapshot for your use, even after restarting Excel or when QuickBooks is not running. This makes ‘offline’ access to your data very fast. Connecting to QuickBooks is only required when you wish to update your reporting data.

Trial Period

The tool can be downloaded for a free trial, allowing you to try before you buy. The trial version is fully functional except that you may connect to QuickBooks and update 15 times. After purchase, you may connect an unlimited number of times to as many different company files as you wish.

Purchase Information

Registration keys can now be purchased for just $49. Purchase Now!

System Requirements

The tool works with Excel 97 - 2010 for Windows & with QuickBooks 2004 - 2010 US editions Pro & Premier, and with Enterprise 4.0 – 10.0 US editions. (It does not work with QuickBooks Simple Start, QuickBooks Online or any international version of QuickBooks.)

Screenshots/Process

Overview of transfer process:

To retrieve QuickBooks data, select refresh from the tool’s custom menu & then choose from these simple options:

The tool will work and show progress as it connects to QuickBooks…

You can access your data using a custom report builder, or create standard reports as a basis for additional customization:

Resulting Report based on the options above (further formatted fit on this page):

Built in Reports Examples

The tool also has some built-in custom reports that can’t be created in QuickBooks, such the two following reports:

MS Excel is a registered trademark of Microsoft, Inc. QuickBooks is a registered trademark of Intuit, Inc.