QuickBooks Online
Azure SQL Server
Excel
Our QuickBooks Online to Excel connector automates the entire pipeline: authenticate securely, pull the data you need, write it into structured Excel tables, and refresh on schedule.
If your Excel reporting depends on manually exporting QuickBooks reports, you’ve probably dealt with out-of-date versions, broken pivots from changing exports, heavy cleanup after every download,
and month-end chaos.
Our QuickBooks online connector automates secure authentication, data extraction, structured Excel output, and scheduled refreshes.
Our Connector supports broader reporting pipelines, standardized table outputs, and scheduled refresh logic aligned to your reporting needs.
Automating refresh reduces manual handling, less rekeying, less copy/paste, and no “wrong file” mistakes.
Typical datasets include a comprehensive range of financial and operational tables such as detailed transaction records, core financial statements (Profit and Loss, Cash Flow, and Balance Sheet), customer, vendor, and item master data, as well as tax codes and reporting dimensions required for accurate analysis.
Combine multiple QBO companies into one Excel reporting model (group reporting, franchise reporting, multi-entity finance packs).
From dashboards and cash flow tracking to budgeting and team collaboration, this connector provides you with total control over your financial data in Excel.
Learn more about our connector below:
Our no-code integration automatically syncs your QuickBooks Online data to Excel, removing the need for manual exports, custom scripts, or ongoing upkeep, so your reports stay accurate and up to date.
Install
Find the QuickBooks Online connector inside of our client portal and click install. This will create all the tables inside of the selected database. Your data will later flow to these tables.
Connect new company
Authenticate to your QuickBooks Online account and select one or more companies you want to connect to.
Wait for the data to sync
The first database refresh will take a few hours as all the historical data will be extracted. Every refresh afterwards will take a couple of minutes. You can use the refresh status tab to view the refresh status.
Import your QuickBooks Online data into any destination using our connector.
Our QuickBooks Online Excel Integration provides ready-to-use data tables, eliminating hours of manual data blending. These include:
Additional customisations are available upon request.
The product gave me the ability to analyze data more in-depth and on a cost-center level. This automated previously very time consuming tasks.
Carl De Geer
Ivisys
The product Vidi-Corp has solved a huge problem financial professionals that are looking to visual their data. Their Power BI Connector for QuickBooks Online is a promising tool for streamlining financial data integration and visualization.gave me the ability to analyze data more in-depth and on a cost-center level. This automated previously very time consuming tasks.
Kyle Sawyer
The QuickBooks – PowerBI connector works well for us and Vidi was super accommodating getting everything set up in accordance with our company tech stack. Would recommend.
Bobby Steinhoff
Consistency is everything! Vidicorp continues to dominate in this space. They respond to questions with solutions in a very attentive and understanding way. Great partner for your business intelligence needs
Burke Mishoe
Great group to work with, understood my needs and helped me design a solution that works
Michael Russell
