New Version 5 with Excel functions to create custom financial statements and budget reports! 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 balnce sheet account.
  • GLBudgetDate - Returns the date the budget information was eported from QuickBooks.

Using these formulas you can create custom reports and refresh them all from within Excel. To see a sample worksheet click here.

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

XBooks 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.

XBooks includes 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. The opportunities are endless. XBooks includes several sample applications to get you started.

Please check our FAQ for any questions you may still have regarding XBooks.

Features
  • 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
  • Powerful tool for developing advanced Excel applications
Requirements and Purchase Information

Supported QuickBooks Versions

  • QuickBooks Pro (2003-2010)
  • QuickBooks Premier (2003-2010)
  • QuickBooks Enterprise (3.0-10.0)

Other Requirements

  • Office 2000 or later
  • Windows 2000 or later
XBooks$299.00
Screen Shots

Main screen

Report interface

Inventory management report

Formula based worksheet