QuickBooks Online to Excel Online

Automatically Export & Sync QuickBooks Online Data to Excel Online

QuickBooks Online
a black arrow pointing to the right
Excel Online
Full data sets
No code
No complicated flow charts
No triggers
Set up in under 3 minutes
No instructions needed

Data sets

AccountsAll
Accounts by Type
Filterable
Accounts-Assets
Accounts-Equity
Accounts-Expense
Accounts-Liability
Accounts-Revenue
BillsAlltime
BillsLast X days
Date Rangable
Bills+LineitemsAlltime
Pre-blended combo set SELF-LEFT-JOINED
Bills+LineitemsLast X days
Date Rangable
Pre-blended combo set SELF-LEFT-JOINED
CustomersAll
Estimates-Alltime
EstimatesLast X days
Date Rangable
Invoices-Alltime
InvoicesLast X days
Date Rangable
Invoices+Lineitems-Alltime
Pre-blended combo set SELF-LEFT-JOINED
Invoices+LineitemsLast X days
Date Rangable
Pre-blended combo set SELF-LEFT-JOINED
ItemsAll
Items-Inventory
Items-Service
Items-NonInventory
Payments-Alltime
PaymentsLast X days
Date Rangable
Payments+Lineitems-Alltime
Pre-blended combo set SELF-LEFT-JOINED
Payments+LineitemsLast X days
Date Rangable
Pre-blended combo set SELF-LEFT-JOINED
Report-AccountList-Alltime
Report-AccountList-Last X days
Date Rangable
Report-AgedPayableDetail-Alltime
Report-AgedPayableDetail-Last X days
Date Rangable
Report-AgedPayableSummary-Alltime
Report-AgedPayableSummary-Last X days
Date Rangable
Report-AgedReceivableDetail-Alltime
Report-AgedReceivableDetail-Last X days
Date Rangable
Report-AgedReceivableSummary-Alltime
Report-AgedReceivableSummary-Last X days
Date Rangable
Report-BalanceSheet-Alltime
Report-BalanceSheet-Last X days
Date Rangable
Report-CashFlow-Alltime
Report-CashFlow-Last X days
Date Rangable
Report-CustomerBalance
Filterable
Report-CustomerBalanceDetail
Filterable
Report-CustomerIncome-Alltime
Report-CustomerIncome-Last X days
Date Rangable
Report-GeneralLedger
Filterable
Report-GeneralLedger-Raw
Filterable
Report-GeneralLedger-Last X days
Date Rangable
Filterable
Report-GeneralLedger-Raw-Last X days
Date Rangable
Filterable
Report-InventoryValuation
Filterable
Report-Journal-Alltime
Report-Journal-Last X days
Date Rangable
Report-Profit+Loss-Alltime
Report-Profit+Loss-Last X days
Date Rangable
Report-Profit+LossDetail-Alltime
Report-Profit+LossDetail-Last X days
Date Rangable
Report-SalesByClass-Alltime
Report-SalesByClass-Last X days
Date Rangable
Report-SalesByCustomer-Alltime
Report-SalesByCustomer-Last X days
Date Rangable
Report-SalesByDepartment-Alltime
Report-SalesByDepartment-Last X days
Date Rangable
Report-SalesByProduct-Alltime
Report-SalesByProduct-Last X days
Date Rangable
Report-TransactionList-Alltime
Filterable
Report-TransactionList-Alltime-Raw
Filterable
Report-TransactionList-Last X days
Date Rangable
Filterable
Report-TransactionList-Raw-Last X days
Date Rangable
Filterable
Report-TrialBalance-Alltime
Report-TrialBalance-Last X days
Date Rangable
Report-VendorBalance
Filterable
Report-VendorBalanceDetail
Filterable
Report-VendorExpenses-Alltime
Report-VendorExpenses-Last X days
Date Rangable

Built for Synchronization

This service is designed to help anyone continuously export (i.e. "sync") data from QuickBooks Online.

If you only need to export your data one time, check the website of QuickBooks Online to see if their service offers a one-time export feature natively. Sometimes a Data Source's native export feature may provide not as much data as its API does, in which case Flatly is the solution.

Additional Information

Flatly uses official API channels to provide an integration with QuickBooks Online.
QuickBooks Online is a web-based accounting software package developed and marketed by Intuit.
Raw Options

Flatly offers several QuickBooks Online data sets that are converted to a raw, non-Report format. These data sets are ideal for data analysis because business intelligence platforms can only ingest data that is structured for machines (flat files), not for humans (accounting reports). Look for the "raw" tag in the data set name. If you prefer a human-formatted QuickBooks Online Report, go with the standard Report data set. Flatly is optimized for data analytics, so expect the non-raw Reports to be quite basic. Note the key difference is that raw Reports adhere to strict conventional column-heading and row-values structure, whereas standard Reports present column headings and values in positions that require a human to infer structure and relations.

Scopes

Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.

Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.

Scopes

Flatly provisions and manages its own App Folder in OneDrive (personal), which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your OneDrive (personal), or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your OneDrive (personal).

As of 2024, Microsoft has not yet rolled out the App Folder architecture for OneDrive for Business. Nevertheless, Flatly only provisions and manages a folder in /apps/Flatly in anticipation of Microsoft's future roll-out with parity, even though the only offered scopes for OneDrive for Business are drive-wide.

Excel Online XLSX files can be stored in and opened directly from OneDrive or OneDrive for Business.

File Formats

Integration Flow

Setup

Step 1

Select QuickBooks Online from the Data Source dropdown and Excel Online from the Data Destination dropdown.

Step 2

Authorize QuickBooks Online with your credentials using the OAuth flow.

Step 3

Authorize Excel Online with your credentials using the OAuth flow.

Step 4

Select your Data Set from the 73 Data Sets available using the dropdown.

Step 5

Click Flatten to sync your data.

Walkthrough Video

Extended Data Sources

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