In development · early access list open
QuickBooks Online, as Excel formulas.
Pull balances, lists and reports from QuickBooks straight into the cells you already have. Build the workbook once. Next month, press refresh.
| Row | A | B | C | D | E |
|---|---|---|---|---|---|
| 1 | Company | Acme Landscaping | |||
| 2 | |||||
| 3 | Account | Jan 2026 | Feb 2026 | Mar 2026 | Q1 |
| 4 | 4000 · Sales | 42,180 | 45,020 | 51,760 | 138,960 |
| 5 | 4100 · Services | 8,400 | 7,950 | 9,300 | 25,650 |
| 6 | 5000 · Cost of goods sold | (16,930) | (18,110) | (20,480) | (55,520) |
| 7 | Gross profit | 33,650 | 34,860 | 40,580 | 109,090 |
| 8 | 6000 · Payroll | (18,200) | (18,200) | (19,050) | (55,450) |
| 9 | 6100 · Rent | (3,500) | (3,500) | (3,500) | (10,500) |
| 10 | Net income | 11,950 | 13,160 | 18,030 | 43,140 |
Each amount is one formula pointing at your books. Change the company in B1 or the months in row 3 and the sheet recalculates. Sample data
What's in the box
Plain Excel functions. They sit alongside SUM and XLOOKUP, and work in any cell.
- SheetRailGLBalance
- The balance of any account or account range for any period. Filter by class, location, customer or vendor.
- SheetRailGLByCompany
- The same balance summed across several QuickBooks companies, for consolidated reporting.
- SheetRailGLYOY
- Change against the same period last year, as a percentage.
- SheetRailARBalance
- Open receivables by customer. Payables and bills work the same way.
- SheetRailList
- Customers, vendors, accounts and items, ready for dropdowns and data validation.
- SheetRailTable
- Reports and transaction detail spilled into a range, with the columns you choose.
- Query Builder
- Pick an account and a period, and it writes the formula for you. Select an existing formula to edit it the same way.
- Workbook X-Ray
- Finds broken or orphaned formulas before the file goes out.
Who it's for
If month-end means exporting the same QuickBooks reports, pasting them into last month's workbook and fixing the lookups again, this is for you.
- Bookkeeping and accounting firms with a workbook per client
- Finance teams that report across more than one QuickBooks company
- Owners and fractional CFOs who live in Excel and want the numbers to stay current
Questions
Something else? contact@ezsheetrail.com
When can I use it?
We're finishing it now. Early access will open to small groups first, starting with the list on this page.
Which Excel does it work with?
Desktop Excel for Windows. Excel for Mac and Excel for the web aren't supported yet.
Does it work with QuickBooks Desktop?
No. It connects to QuickBooks Online only.
What will it cost?
Pricing isn't final. Everyone on the early access list will see it before it's published.
What happens to the email I give you?
We use it to tell you when early access opens. We don't sell it or share it, and you can ask us to delete it at any time.