Powerful inetrgation between Excel and QuickBooks! XBooks makes it easy to create custom financial and budget reports from QuickBooks data in Excel.
Are you tired of exporting QuickBooks reports, cutting and pasting, and reformatting them to get the information you need? Now with XBooks you can format your reports 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.
New Version 5 with Excel functions to create custom financial statements and budget reports! This enables you to create highly customized finacial statements that can consolidate information across company files and access budget information. Best of all, the QuickBooks data can be refreshed simply by pressing F9 in Excel! These formulas include:
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.
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Supported QuickBooks Versions