Just last week, a ProAdvisor wrote me saying that she was having trouble getting details out of QuickBooks Desktop…and into Excel in order to recreate transactions for display on a website.”
Part of the problem with using the reporting and other exporting tools you find within QuickBooks is the inherent limitations built into those tools. So, my response to her was almost immediate, the CData Excel Add-In for QuickBooks Desktop.
The QuickBooks Desktop Excel Add-In is a powerful tool that allows you to connect to live data from QuickBooks, with full read/write capability, directly from the Microsoft Excel toolbar and ribbon. It is perfect for mass exports of QuickBooks desktop data, data updates, data cleansing and re-import of corrected data.
You also can import vast quantities of data into QuickBooks. Once the connection is configured between QuickBooks and the Excel Add-In, you can specify the QuickBooks table(s) you want to work with, and the data is populated to Excel and ready for manipulation.
Cdata
What makes CData different from many other tools is it does not rely on the other guy’s technology. Instead, as a leading provider of data connectivity solutions to help organizations connect, integrate and automate its data-driven processes, CData developed its own QuickBooks Desktop ODBC Driver.
CData’s Drivers provide direct data access to the QuickBooks Desktop API without the headache of custom-coding against the QuickBooks API. The CData QuickBooks Desktop Driver enables you to access data via your favorite analytics tools simply. And for me, its Excel Add-in further streamlines the entire process.
From the title of this article, you can guess this is not the first time I have taken a look at CData. Way back in December 2016, I not only told you about the CData Excel Add-In for QuickBooks Online, but I took you step by step through the entire process of installing and using this tool.
As a result of that article, a subsequent similar one that Liz wrote from her experiences with the app and a course I developed that Liz instructed for Intuit which featured the CData Excel Add-In for QuickBooks Online, many ProAdvisors made this app a part of their data manipulation tool-set.
But CData is about more than just an app for access to either QuickBooks Online or QuickBooks Desktop. Its connectivity platform incorporates solutions that support data processes, including:
- BI & Analytics — Access data from 250+ SaaS, CRM, and accounting tools inside data analytics and reporting tools, such as Excel, Google Sheets, Power BI, Tableau, and more
- Data Integration & Data Warehousing — Backup and store data from across the enterprise into centralized enterprise databases (data warehouses) for unified data access & reporting
- Custom Solutions Development — Enterprises and IT teams use CData connectivity to simplify the development of custom in-house apps and data reporting dashboards
- Data-Driven Automation — Organizations leverage our connectivity to automate manual data entry and create automated workflows across multiple applications
And the new CData Connect Cloud is a data connectivity platform that enables you to easily access live data from cloud applications inside all your favorite cloud analytics tools.
You can access, analyze and visualize your cloud financial and reporting data from QuickBooks, Salesforce, Dynamics and other popular SaaS applications inside analytics platforms such as:
- Tableau Online
- Power BI Online
- SAP Analytics Cloud
- Amazon AWS QuickSight
- Microsoft Power Apps
- Google Data Studio
- Excel
- Google Sheets
- And More
CData’s Connect Cloud democratizes data access, so you do not have to be a developer to work with data. Instead, you can work with your enterprise data right inside your chosen financial reporting tools like it already is there.
CData makes it possible to get richer and more detailed access to the data you need than via any other solution on the market. You will find yourself visualizing and analyzing your key data in the platform you prefer. And CData’s Connect Cloud enterprise-grade security will give you peace of mind over alternative data integration methods.
Back in 2016, it was time to take the next step in working with your QuickBooks data by exploring the CData Excel Add-Ins for QuickBooks. Now it is time to take the next big step—CData Connect Cloud, the Universal Data Connectivity Platform for SaaS/Cloud that enables you to easily connect any application, on-premises or in the cloud, with real-time data from anywhere.
With CData Connect Cloud, you can connect your cloud apps from data from anywhere with real-time access to any SaaS application. You also can streamline real-time data access and eliminate the complexities of integrating with more than 250+ enterprise data sources, including on-premise and cloud databases.
If this sounds like the future has arrived, it has. You can learn all about the future of connectivity with CData Connect Cloud at its upcoming webinar on Thursday, Feb. 10, 2 p.m. (EST).
Just as I encouraged you to find out more about the CData Excel Add-In for QuickBooks six years ago, I am encouraging you to learn more about CData Connect Cloud by registering for the upcoming webinar.