QUICKBOOKS ONLINE TO EXCEL

Get QuickBooks Online into Excel automatically.

Stop exporting reports by hand. MorningSync copies your P&L, balance sheet, transactions, customers, vendors and chart of accounts into one Excel workbook and keeps it up to date every hour, day or week, with no add-in to refresh.

7 days free · No card needed · Read-only access to QuickBooks
QBO Sync Data.xlsx
Synced 6:00 AM · next 7:00 AM
Account
Jul
Aug
Sep
Income
Consulting revenue
Other income
Expenses
Software
Net income
P&LBalance sheetTransactionsCustomersVendorsAccounts

Why not just export from QuickBooks?

Exporting works, until you have to do it every week for every report.

Exports go stale

A downloaded report is out of date as soon as someone posts a new transaction, so you end up exporting again before every meeting.

Every report is a separate file

P&L, balance sheet and transaction lists each come out on their own, in a layout you have to clean up before you can use it.

One workbook that stays current

MorningSync puts all seven sheets in one workbook as clean rows and columns, and refreshes them on the schedule you pick.

Seven sheets, always up to date

Everything you need for monthly reporting, reconciliations and client reviews, laid out as clean rows and columns. Choose hourly, daily or weekly updates, and press Refresh now when you need the latest numbers.

You choose where your data lives

Pick one when you connect. You can switch later; just ask us.

Our secure cloud

Best for most businesses

On your own computer

Best when data must stay in-house

Set up in about three minutes

Set up once in about three minutes. After that, there’s nothing to remember.
1

Sign up in two minutes

Enter your name, work email and company, then the code we email you. Your free trial starts straight away, with no card needed.
2

Connect QuickBooks

Choose where your file lives, then sign in on Intuit’s own page and click Connect. We never see your QuickBooks password.
3

Open Excel

Your workbook updates on its own, every hour, day or week. Build your reports on your own sheets that link to the synced data.

Start tomorrow morning with fresh numbers

Plans from $35/month. Try any plan free for 7 days, no card needed.
QuickBooks and QuickBooks Online are registered trademarks of Intuit Inc. Excel and SharePoint are trademarks of Microsoft Corporation. MorningSync is not affiliated with or endorsed by Intuit or Microsoft.