Rows for QuickBooks Online
QuickBooks® Online to Excel, and back again.
Pull reports and records, edit them, post them back. No need to open QuickBooks Online. Ask AI Assist in Rows when you're stuck, or connect Rows MCP to any AI tool.
Online sign-up opens on 20 November.
Your QuickBooks Online entity
Ask AI Assist in Excel
Pull with Run Report. Post back with the Bulk Editor.
- Under 1 minto refresh a full month end pack
- 10,000+accountants and finance teams since 2017
- 5+countries, Malta first
- 24 hoursto a reply from support, on working days
About the integration
One sign-in. Every QuickBooks Online entity.
Rows is a QuickBooks Online Excel integration that runs as an add-in. Sign in once in the Rows pane, choose the entities you look after, and pull their figures into Excel. Ask AI Assist about them, or connect Rows MCP to any AI tool.
- Excel for Windows and Mac
An Office add-in, installed once from Microsoft Marketplace.
- Every entity you manage
Connect every QuickBooks Online entity you look after.
- Xero and QuickBooks Online in one list
One Rows sign-in covers both. Switch entity from the menu in the Rows pane.
Use cases
What you can do with your QuickBooks Online data in Excel.
For accountants running month end for many clients, and finance teams closing their own books.
Profit and loss by month, sub-accounts and all
Run Profit and Loss, multiple periods: set the month and how many periods, and your QuickBooks Online account structure comes through as it is. Or open Smart profit and loss for up to 36 periods with slicers.
Built with: Profit and Loss, multiple periods; Smart profit and loss template
Journal entries in bulk
Paste a month of journal lines into the Journal entries editor. Each line can carry a customer or vendor, a location, a class and a tax rate. Confirm, and Rows posts them.
Built with: Bulk Editor, Journal entries
A/R aging before you chase
Run A/R Aging Summary or Detail, or Customer Balance Detail, for each entity. Refresh it the morning you send reminders.
Built with: Manage Accounts Receivable reports
Bills without typing
Capture mode reads supplier bills from an upload, a folder or email. It takes the supplier and dates from each bill, adds the entity's tax code and the class from its business profile, and puts each line in a sheet to check before anything posts.
Built with: Capture mode
Run reports
Your QuickBooks Online reports, as live Excel tables.
Pick a report, set the period and press Run Report. You get QuickBooks Online reports, or the raw data behind them in 30+ data tables, as normal Excel tables you can format and chart. Pull the same report for each entity and compare them side by side.
Malta Ltd • EURReports for QuickBooks Online
30+ reports in these groups:
See all 31 reports
Rows Reports (8)
- Trial Balance, multiple periods
- Profit and Loss, multiple periods
- Balance Sheet, multiple periods
- Trial Balance, multi-currency, multiple periods
- Balance Sheet, multi-currency, multiple periods
- Profit and Loss, account details
- Balance Sheet, account details
- Exchange Rates
Accountant Reports (3)
- General Ledger
- Account List
- Transaction List
Business Overview (6)
- Trial Balance
- Profit and Loss
- Profit and Loss Detail
- Balance Sheet
- Statement of Cash Flows
- Inventory Valuation Summary
Manage Accounts Payable (4)
- A/P Aging Summary
- A/P Aging Detail
- Vendor Balance Summary
- Vendor Balance Detail
Manage Accounts Receivable (4)
- A/R Aging Summary
- A/R Aging Detail
- Customer Balance Summary
- Customer Balance Detail
Review Expenses and Purchases (1)
- Expenses by Vendor
Review Sales (5)
- Sales by Customer Summary
- Sales by Product/Service Summary
- Sales by Class Summary
- Sales by Department Summary
- Income by Customer Summary
Multi-period reports: set the month, how many periods and the order, and the columns lay themselves out. The trial balance and balance sheet also come in multi-currency versions, for entities that trade in more than one currency. Your QuickBooks Online account structure comes through as it is, sub-accounts and all. Which reports you see depends on your entity's region and setup.
Raw QuickBooks Online data
30+ data tables, including:
See all data tables
- Transactions, core (8)
- Invoices, Bills, Estimates, Credit Memos, Vendor Credits, Purchases, Purchase Orders, Time Activities
- Transactions, journals (1)
- Journal Entries
- Transactions, bank (6)
- Payments, Bill Payments, Deposits, Sales Receipts, Refund Receipts, Transfers
- Contacts (2)
- Customers, Vendors
- System configuration (16)
- Accounts, Classes, Locations, Items, Employees, Tax Codes, Tax Rates, Tax Agencies, Terms, Payment Methods, Budgets, Company Currencies, Exchange Rates, Company Information, Preferences, Attachments
Refresh in place
Press Refresh and the same table picks up the latest QuickBooks Online figures. Tick several sheets and refresh them together. Add your own formulas next to a report: they're still there after every refresh.
Switch on Automatic Refresh and the report updates each time you open the workbook.
Link a setting to a cell, so changing one cell updates the report.
Report templates
Start from a finished report.
Templates are ready-made Excel reports for QuickBooks Online, opened from Use Rows Templates in the Run Report pane. Set the date and periods on the first sheet and refresh. Add your own sheets and columns: your calculated columns fill down on every refresh.
2 report templates for QuickBooks Online
- Management reportTrial balance, balance sheet and profit and loss from one set of dates, with up to 24 comparative periods
- Smart profit and lossProfit and loss by month, up to 36 periods, with slicers. Double-click a figure to see the lines behind it
Bulk Editor
Check it in Excel. Then post it to QuickBooks Online.
The Bulk Editor creates and updates QuickBooks Online records straight from Excel. Download an editor from Create & Edit Data in the Rows pane, type or paste the lines, or pull existing records in to change them. Set Post? to Yes on the lines to send, check what will change, then press Proceed.
See all 11 editors for QuickBooks Online
11 editors for QuickBooks Online
Invoices and bills · Journal entries · Chart of accounts · Purchase and sales receipts · Vendors and customers · Inventory items · Classes and departments · Time activities, weekly or monthly · Purchase orders · Employees · Estimates
- Drop-downs load your QuickBooks Online accounts, customers, vendors and tax rates, so every line uses valid values.
- Rows checks debits equal credits and flags any missing required field in red before you post.
- Journal lines can carry a customer or vendor, a location, a class and a tax rate, and multi-currency entities work too.
- Nothing changes until you confirm. Rows lists what will change in QuickBooks Online and waits for you to press Proceed.
- Posted lines switch off, so the same entry can't go twice.
- Pull existing records in, edit or delete them, then post the changes back.
NewCapture mode reads your bills from an upload, a folder or email, puts each line in a sheet for you to check, and posts to QuickBooks Online when you say so. See Capture mode →
Setup
Connect QuickBooks Online to Excel in four steps.
- 1
- 2
Connect QuickBooks Online
Sign in with Intuit, Google or Microsoft in the Rows pane, then add your entities. Switch between them from the pane menu.
- 3
Run reports
Run a report, then refresh it whenever the books change.
- 4
Post back or ask
Post changes back to QuickBooks Online, or ask AI Assist or any AI tool over MCP.
Security
Your QuickBooks Online data stays yours.
You control the connection
You sign in on Intuit's own page, so Rows never holds your Intuit password. Revoke access there at any time.
Your figures are read live
Reports and posting read your figures live. Rows keeps only the documents you send to Capture, and any data copy you ask for until its download link expires.
Nothing posts until you confirm
Posting from Excel or Capture mode always goes through an approval step before anything changes in QuickBooks Online.
Support from Malta
A reply within 24 hours on working days, from the team that builds Rows.
Rows MCP vs Intuit's MCP server
QuickBooks Online has its own MCP server. Rows MCP covers every client.
Intuit has its own QuickBooks Online MCP server, still in beta and open to US customers only, and an open-source one you build and run yourself with a developer app. Rows MCP works outside the US with nothing to build, then adds what a firm with many clients needs: several entities in one question, clients on Xero, QuickBooks Online and Zoho Books alike, and the same figures in Excel to check before anything posts.
| What you can do | Intuit MCP | Rows MCP |
|---|---|---|
| Read live QuickBooks Online dataBoth read your QuickBooks Online entity. | ||
| Ask across all your entities in one questionCompare clients without switching. | Not stated | |
| Cover clients on Xero and Zoho Books tooOne connection, whichever platform the client uses. | ||
| Use it outside the US, with no developer setupIntuit's own server is a US-only beta; its open-source one needs a developer app. | ||
| Check the figures in Excel, then post back after reviewNothing reaches QuickBooks Online until you have checked it. | ||
| Ask AI Assist inside Excel, with no other tool openAI Assist is built into the Rows pane. |
Online sign-up opens on 20 November.
Rows vs LiveFlow
Both read QuickBooks Online. Only one posts back.
Both put QuickBooks Online figures in Excel. Rows also sends changes back to QuickBooks Online, and works with Xero and Zoho Books too.
| Feature | LiveFlow | Rows |
|---|---|---|
| Accounting platforms | QuickBooks Online | Xero, QuickBooks Online, Zoho Books |
| Post data back to QuickBooks Online | Not yet, listed as releasing soon | Yes, after review in Excel |
| Several entities in one workbook | Yes | Yes |
| Excel for Windows and Mac | Not listed | Yes |
| MCP connection for AI tools | Yes, to read data | Yes |
| AI assistant inside Excel | Not listed | AI Assist |
| Capture bills into QuickBooks Online | Not listed | Capture mode |
LiveFlow details from its website, help centre and Microsoft Marketplace listing. Not listed: not mentioned there.
Rows vs QuickBooks Online import
Imports are free. Rebuilding the file every month isn't.
QuickBooks Online's import and export are fine for a one-off job. For month end, every exported report is out of date once the books change, and every import needs a new file. Rows works from the sheet you already have open.
| Feature | QuickBooks Online import | Rows |
|---|---|---|
| Cost | Free with QuickBooks Online | Paid plans, free trial with no card |
| Reports stay up to date | No, each export is a one-off file | Yes. Press Refresh, or switch on Automatic Refresh |
| Several entities | One at a time | All of them from one sign-in |
| Getting records into QuickBooks Online | Prepare and upload a new file each time | Type or paste into an editor, with drop-downs of your accounts, customers, vendors and tax rates |
| Checks before QuickBooks Online changes | Checks the file when you import it | Rows checks debits equal credits and flags missing fields, then waits for you to press Proceed |
| Edit existing records | Products and services can be overwritten. Existing customers and vendors can't be imported again | Pull them in, edit or delete, post back |
| Record types | 10 record types, some only on higher plans | 11 editors, on every plan |
QuickBooks Online details from QuickBooks Help.
Works with
Clients on Xero or Zoho Books too?
Xero
Live reports and posting back
QuickBooks Online
You're here
Zoho Books
Live reports
All integrations
Cin7 Inventory, Excel and MCP
Rows is built on the same foundation as DataDear, by the same team, and adds AI Assist, Rows MCP and Capture mode.
Does QuickBooks Online integrate with Excel?
QuickBooks Online can export a report to Excel, but the file won't update, and its Spreadsheet Sync add-in comes only with QuickBooks Online Advanced and Intuit Accountant Suite. Rows works with every QuickBooks Online plan: it pulls live reports and records into Excel, refreshes them in one click and posts changes back.
How do I connect QuickBooks Online to Excel?
Add Rows for Excel from Microsoft Marketplace, open the Rows pane and sign in. Add your QuickBooks Online entities, choose a report and press Run Report. It lands as an Excel table you can refresh.
Can I export QuickBooks Online reports to Excel and keep them up to date?
Yes, without exporting. Rows pulls the report into Excel once. Press Refresh for the latest QuickBooks Online figures, or switch on Automatic Refresh and it updates each time you open the workbook.
Which QuickBooks Online reports can I pull into Excel?
Rows pulls more than 30 QuickBooks Online reports into Excel, including trial balance, profit and loss and balance sheet over several periods, multi-currency versions of the trial balance and balance sheet, aged receivables and payables, and the general ledger. It also brings in more than 30 raw data tables and two ready-made report templates: the Management report and Smart profit and loss.
Can I import journal entries into QuickBooks Online from Excel?
Yes. Rows has a Bulk Editor for journal entries, and for invoices and bills, purchase and sales receipts, vendors and customers and more: 11 editors in all. Type or paste the lines in Excel, set Post? to Yes on the ones to send and confirm. Posted lines switch off, so nothing posts twice.
Is there a QuickBooks Online MCP server? Why use Rows MCP?
Yes, two. Intuit's own server is in beta and open to US customers only, and its open-source one is something you set up yourself. Rows MCP works outside the US with no developer setup, also covers Xero and Zoho Books, lets any AI tool ask across several entities, and puts the same figures in Excel to check before anything posts.
Does it work with more than one QuickBooks Online entity?
Yes. Connect every entity you look after and pull the same report for each, side by side in one workbook. Clients on Xero sit in the same list.
Is it safe to connect QuickBooks Online to Rows?
Yes. You sign in on Intuit's own page, so Rows for Excel never holds your Intuit password, and you can revoke access there at any time. Reports read your figures live without storing them on Rows servers, and nothing is posted to QuickBooks Online until you confirm it.
Does Rows work with Excel for Mac?
Yes. Rows for Excel runs in Excel for Windows and Excel for Mac, so you can bring QuickBooks Online data into either. Install it once from Microsoft Marketplace.
Open Excel. Connect QuickBooks Online. Run Report.
Free trial, no card needed.
QuickBooks Online is included in every Rows plan. See plans and prices →
Online sign-up opens on 20 November. Until then, email support@rowsapp.com.