Exported data from Intuit QuickBooks can be difficult to “crunch”. Often, account names and totals are listed separately from rows containing transaction details. Auditors, accountants and business managers already rely on Excel to analyze transactions, and need to have exported QuickBooks data in tabular, consistent data formats.

The best and fastest way to get a lot of QuickBooks® data into Excel to create reports or pivot tables - Intuit Accountants News Central, March 2015

January 2016: An updated version of Qb2Excel is available. See below.

This ActiveData for Excel utility, free to registered ActiveData for Excel 5 users, automatically converts QuickBooks data into the tabular, database format most suitable for number crunching in Excel or Access. This tool was designed specifically to deliver productivity gains, save time and ensure better accuracy of information exported from tool to tool.

Ready to get started? Download QB2Excel and follow these step-by-step instructions:

#1 Run QuickBooks and open the company file.

#2 Run QB2Excel. QuickBooks will ask you to give QB2Excel permission to access the company data.

After allowing access to the company file and clicking the Continue button, QuickBooks will present you with a confirmation dialog.

#3 Select the desired tables, date range and format and then click the Import button.

#4 QB2Excel will create a new workbook (and / or Access database) containing worksheets (tables) for each of the QuickBooks tables you selected.

Download (~ 3MB ~ 5 seconds)

New

Click on the following link to download the installer program for QB2Excel.

QB2ExcelSetup.exe

January 2016: Click on the following link to download the beta for an updated version of QB2Excel.

The update includes bug fixes and minor user interface tweaks.

beta/QB2ExcelSetup.exe

Please report any issues to support at informationactive dot com.

Save a copy of this file on your computer. Once the download completes open or run it to start the installer.

Once the installer completes, you can run QB2Excel (make sure you have a company file open in QuickBooks first though!) from your Windows Start Menu:

Start -> All Programs -> QB2Excel -> QB2Excel

If you're running ActiveData 5.0.504 or later then the QB2Excel installer will add a QuickBooks option to ActiveData's Import menu allowing you to start the program from the ActiveData ribbon in Excel.

Notes

QB2Excel requires that you have Excel 2007 or better and QuickBooks 2008 or better installed on your machine.

QB2Excel is a stand-alone application and is run from your Windows Start Menu .

QB2Excel does not (currently) work with QuickBooks Online.

QB2Excel does not require that you have ActiveData installed on your machine.

Before running QB2Excel, make sure that you have opened the desired company file in QuickBooks.

Use Control Panel -> Add / Remove Programs (XP) or Programs and Features to uninstall QB2Excel.

Technical Notes

QB2Excel is a 32-bit (x86) application and runs on Windows XP or better.

QB2Excel is installed on a per-user basis.

QB2Excel uses COM automation and .NET 4 Interop to create its workbooks with Excel.

QB2Excel uses ADODB with the Microsoft.ACE.OLEDB.12.0 provider and ADOX to create Access databases.

If you're having trouble creating access database files then make sure you have installed the Microsoft Access Database Engine 2010. This installs a set of components that non-Microsoft applications like QB2Excel use communicate with an Access database.

www.microsoft.com/en-us/download/details.aspx?id=13255

QB2Excel uses the QuickBooks API to talk to the currently running copy of QuickBooks on your machine.

If you're having trouble getting QuickBooks to allow QB2Excel to read the company data try removing any references to QB2Excel in the QuickBooks Company Preferences dialog:

QuickBooks -> Edit -> Preferences -> Integrated Applications -> Company Preferences


QuickBooks is a trademark of Intuit Corporation
Microsoft Excel and Access are trademarks of Microsoft Corporation