Connect your books

Connect QuickBooks® Online to Excel

Connect your QuickBooks Online entity once in the Rows portal, then pick it in Excel. Your reports then refresh straight from your books.

  • Less than 2 minutes
  • QuickBooks Online
  • Excel for Windows and Mac
On this page
  1. Before you start
  2. Steps
    1. 1. Choose QuickBooks Online in the Rows portal
    2. 2. Sign in to Intuit
    3. 3. Choose the entity
    4. 4. Pick the entity in Excel
  3. Reconnecting
  4. If something goes wrong
  5. Talk to a person

Before you start

  • A QuickBooks Online admin login for the entity you want. Any admin can connect Rows, not only the primary admin.
  • A Rows account. You sign in to the Rows portal and to Excel the same way, so use the login you signed up with.
  • Rows in Excel for Windows or Mac (any recent version that can install add-ins). Not there yet? Install the Excel add-in first.

From QuickBooks Online to your workbook

  1. Choose QuickBooks Online in the Rows portal

    In your browser

    In the Rows portal, open Entities and select Connect entity. Under Choose your accounting system, select QuickBooks.

    The Choose your accounting system tiles in the Rows portal: Xero, QuickBooks, Cin7 and Zoho Books
    Rows portal, Connect an entity

  2. Sign in to Intuit

    In your browser

    Intuit's sign-in page opens. Sign in with the QuickBooks Online login you use for that entity.

  3. Choose the entity

    In your browser

    Under Please select your company, choose the entity (QuickBooks Online calls it a company) and select Next. Intuit may ask you to sign in again first. You connect one entity at a time. Back in the Rows portal, it shows as Connected under Entities.

Your entity is connected. Now switch to Excel.

  1. Pick the entity in Excel

    In Excel

    In Excel, select Launch Rows add-in on the Home tab. Sign in the same way you signed up (email, Xero, Google, Microsoft or Intuit): a different way opens a different Rows account, without your entity. Under Choose your Entity, find the one you connected (search, or use Recent and Starred) and select Continue. Its name shows under the Rows logo and the Dashboard opens.

    The Rows pane signed out: sign-in buttons for Xero, Google, Microsoft, Intuit and email, then email and password fields and Login
    Rows pane, sign in
    Rows pane, QuickBooks Online entities

Reconnecting to QuickBooks Online

From time to time the link between Rows and QuickBooks Online drops. QuickBooks Online ends connections every so often, and disconnecting Rows in QuickBooks Online (open Integrations, then Manage integrations) does the same. Nothing is lost: your workbooks, formulas and figures stay as they are.

  1. In the Rows portal, open Entities.
  2. In the Connection column, select Reconnect next to the entity.
  3. Sign in to Intuit if it asks, choose the entity and select Next.
  4. Back in Excel, refresh your reports. Your formulas and layout stay as they were.
The Entities list in the Rows portal: two QuickBooks Online entities, Advanced Company 10k and Advanced Company 50k, each with a Reconnect button in the Connection column
Rows portal, Entities

If something goes wrong

Can I connect more than one QuickBooks Online entity?

Yes. Repeat steps 1 to 3 for each one, as Intuit lets you choose one at a time. In Excel, move between them with Switch Entity in the pane menu. Your plan sets how many you can connect.

QuickBooks Online keeps asking me to reconnect

That's the Rows connection to QuickBooks Online, not your bank feed. Follow Reconnecting to QuickBooks Online. If it happens straight away, check you're still an admin for that entity in QuickBooks Online.

My entity isn't in the list in Excel

Check it shows as Connected under Entities in the Rows portal. If it does, select the refresh arrow next to Search Entities in the Rows pane. If it doesn't, go back to step 1 and make sure you choose that entity on Intuit's screen.

I can't see Launch Rows add-in in Excel

Select Add-ins on the Home tab and open Rows from there. Not listed? Install it first (see Before you start).

How do I disconnect Rows from QuickBooks Online?

In the Rows portal, open Entities, select the three dots next to the entity and choose Delete entity. You can do the same in Excel: on Choose your Entity in the Rows pane, select the three dots next to it and choose Delete. From the QuickBooks Online side, open Integrations, then Manage integrations, and choose Disconnect in the menu on Rows.

Next step

Next guidePull your first reportRun a profit and loss from the Rows pane and refresh it whenever the books change.

On Xero? Follow Connect Xero to Excel instead. Looking for something else? Browse every guide in the Help centre.

Talk to a person.

Email support

Tell us what you see on screen. We reply within 24 hours on working days.

support@rowsapp.com

Book an onboarding call

Free during your trial. We'll connect your entities with you and set up your first live report.

Book a call

Log in to your account

Change your plan, add users or manage entities in the Rows portal.

Log in