Connect QuickBooks to Google Sheets with a few clicks

How to connect QuickBooks to Google Sheets?

QuickBooks stands as the ultimate comprehensive solution for managing accounting and finance tasks. However, despite its extensive capabilities, many seasoned accountants still find value in complementing this software with a reliable spreadsheet. By connecting QuickBooks to Google Sheets, you can unlock a whole new level of efficiency in your financial management processes. The integration empowers you to effortlessly transfer and organize data, perform complex calculations, create dynamic reports, and collaborate with team members in real time.

Whether you are a small business owner, a freelance accountant, or a financial professional working in a large corporation, the QuickBooks to Google Sheets integration offers immense benefits. Say goodbye to manual data entry and tedious copy-pasting between platforms. With Coupler.io, you can streamline your workflow and focus your valuable time and expertise on more strategic financial analysis and decision-making. Let's review how to export QuickBooks to Google Sheets without coding step by step.

Step 1: Register Coupler.io account

Register your Coupler.io account. To connect QuickBooks to Google Sheets integration, you can use two options. The first one is to use our web version. You can register a new account using your Google, Microsoft, or Xero account and email and password.

The second option is Coupler.io add-on, which works directly from Google Sheets. You can find Coupler.io on the G Suite Marketplace or install it from the Add-ons menu in your spreadsheet.

Step 2: Set up QuickBooks as a Source

You’ll need to set up a QuickBooks importer to pull data from QuickBooks. To do it, click the Add Importer button and pick QuickBooks or QuickBooks Reports from the list of sources, depending on what you want to export.

Next, connect your QuickBooks account to Coupler.io. Our app will need access to view your QuickBooks data.

Coupler.io allows you to choose various data entities to import. Choose the category: Account, Attachable, Bill, Bill Payment, Budget, Class, Company Info, Credit Memo, Customer, Department, Deposit, Employee, Estimate, Exchange Rate, Invoice Item, Journal Entry, Journal Code, Payment, Payment Method, Preferences, Purchase, Purchase Order, Refund Receipt, Sales Receipt, Tax Agency, Tax Code, Tax Rate, Term, Time Activity, Transfer, Vendor, or Vendor Credit.

Optionally, choose the reporting period and how the data should be grouped. For example, the former can be very useful to see the balance sheet for each vendor, customer, or department. While connecting QuickBooks to Google Sheets, you can also choose some optional settings.

• Where – Specify a guided query against the chosen entity to retrieve a filtered set of elements.
• Order – Use data query to retrieve elements in ascending or descending order. For example, to retrieve data in descending order by email address.
• Split By – Use this parameter to split data with multiple lines into separate rows. For example, an invoice may have several line items, which will be returned in a single row at a regular data import.

Once all parameters are set, go to the next step to connect QuickBooks to Google Sheets.

Step 3. Select Google Sheets as a Destination

Coupler.io offers four options for destinations to store data, including Google Sheets, Excel, BigQuery, and Looker Studio. To connect QuickBooks to Google Sheets, choose Google Sheets as a destination and connect your Google account to our app.
Now select where to store your data from QuickBooks. You can choose one of the existing sheets, create a new one, and then import data. Optionally, you can adjust several other parameters.

• Specify the first cell where to import your data range. If your destination sheet has formulas, keep them on the left side of your imported data set.
• Select Import mode. You can fully replace all previously imported data with the latest information available in your data source or place newly imported data under previously imported entries.

Step 4. Preview and Transform your data

Unlike other solutions, Coupler.io allows you to view the results of your import immediately within the application interface. Furthermore, you can adjust the data immediately to obtain the precise desired result. Thanks to our built-in module, you can perform a total of four different actions:

• Preview data – check if the data you need to extract loads correctly before exporting it.
• Manage columns – hide the columns you don't want to export from QuickBooks to Google Sheets, add new columns, rename and reorder them, change their type, and merge information from several columns into one.
• Filter data – extract only the needed data based on various criteria. To do so, you must select the column containing the filtering criterion (for example, status) and specify the desired value.
• Perform calculations – you can calculate new metrics based on your data directly within Coupler.io's interface. All you need to do is add a new column and provide a calculation formula.

Step 5. Schedule

Finally, configure the schedule for automatic data imports. With Coupler.io you can schedule QuickBooks Google Sheets exports at a custom frequency, up to every 15 minutes. To do this, toggle on the Automatic data refresh and customize the schedule:

• Interval (from 15 minutes to once per month)
• Days of the week
• Time preferences
• Time zone

Click Save and Run once you're ready. After the successful import, you can check your spreadsheet with the exported QuickBooks data by clicking the View Results button.

Feel free to use our Help Center

Following our instructions will take up to 5 minutes to connect QuickBooks to Google Sheets. Moreover, you don't need to know coding or any specific syntax. If specific settings raise additional questions, you can always find answers in our help center.