Icon of program: xBooks

xBooks for Windows

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Editors’ Review

Download.com staff
XBooks seamlessly integrates QuickBooks data into Microsoft Excel. Format reports, refresh with live data using F9, and preserve your existing formulas and formatting.

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xBooks 0/1

  • Pros

    • Pull QuickBooks data directly into existing Excel workbooks.
    • Refresh reports with live data from QuickBooks by pressing F9.
    • Create custom financial statements and budget reports with Excel functions.
    • Includes VBA source code for customization and extended functionality.
    • Automate data import/export between QuickBooks and Excel via VBA.

  • Cons

    • Requires familiarity with VBA for advanced customization.
    • Focuses on QuickBooks and Excel integration only.
Icon of program: xBooks

xBooks for Windows

Download now

Used xBooks for Windows?

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Full Specifications

GENERAL
Release
Latest update
Version
5.0
OPERATING SYSTEMS
Platform
Windows
Operating System
  • Windows 10
  • Windows Vista
  • Windows 7
  • Windows Server
  • Windows 8
  • Windows XP
  • Windows 2000
  • Windows 2003
Additional Requirements
None
POPULARITY
Total Downloads
200
Downloads Last Week
1
Report Software

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Developer’s Description

By Synergration
Integrate QuickBooks with Microsoft Excel.
Are you tired of exporting QuickBooks Excel reports, cutting and pasting, and reformatting them to get the information you need? Now with XBooks you can format your reports in Excel and simply refresh them with QuickBooks data without leaving Excel simply by pressing F9. The XBooks report interface makes it possible to pull report data directly into an existing workbook preserving your formulas and worksheet formatting. New Version 5 with Excel functions to create custom financial statements and budget reports! This innovative QuickBooks Excel integration enables you to create highly customized financial statements that can consolidate information across company files and access budget information. Best of all, the QuickBooks data can be refreshed in Excel simply by pressing F9! Excel with XBooks? These formulas include: GLActual - Returns the actual figure for a profit and loss account; GLBudget - Returns the budget figure for a profit and loss account; GLBalance - Returns the account balance for a balance sheet account; GLBudgetDate - Returns the date the budget information was exported from QuickBooks. Using these formulas you can create custom reports and refresh them all from within Excel. To see a sample worksheet click here. XBooks also includes a sample spreadsheet that allows you to view, edit and update inventory items from within Excel. Includes complete VBA source code so you can modify it to meet your needs. Also included is a bulk invoicing spreadsheet that enables you to post recurring invoices to multiple customers with a single button click. You can also customize the description and amount for each customer. This is a real time saver for subscription services and any other business that does recurring billing in QuickBooks. If you're familiar with Visual Basic for Applications (VBA) development you'll love XBooks. XBooks exposes our easy to use coreObjX business objects to VBA in Excel. With this technology you can easily create applications that have complete access to the QuickBooks API. This is an ideal way to create commission calculators, order entry screens or custom invoice templates. Imported and exporting between QuickBooks and Excel can also be automated from Excel VBA. The opportunities are endless and XBooks includes several sample applications to get you started.
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