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ArticlesNovember 5, 2024
Reporting from Smartbooks with Excel
Financial reporting in Excel: export and synchronize your Smartbooks financial reports directly into Excel using our specialized add-in.
You can retrieve the reports available in Smartbooks into Excel by using the Smartbooks Excel add-in. To install it, you need to follow a few steps:
- Open Excel and go to the 'Insert' tab.
- Click on 'Get Add-ins'.
- Search for 'Smartbooks' and click 'Add'.
After installation, the Smartbooks tab will appear in your Excel ribbon, allowing you to synchronize your financial data for real-time reporting.
Excel add-inReportingSmartbooksData ExportFinancial Reporting
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