Connect QB Tables with excel so that we dont have to go to QB all the time to update records.

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Is there an easy way to connect QB tables with Excel? I tried to use From Web option in excel, however, it doesn't work. Please let me know if I am missing anything.
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Raakesh Dhayanidhi

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Posted 1 month ago

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Hello Raakesh,

You can easily create a quickbase data table connected to your excel file with some limitations. Your excel file must be stored as .csv file.

To do this in the QuickBase UI, click New Table and select Using connected data as shown below.