Why connect QuickBooks to Google Sheets
Automate reporting in Google Sheets
Link QuickBooks to Google Sheets to enable fresh data flow at any point in time. Build an automatically updating dashboard to monitor overdue invoices. Import information to build a forecast that is based only on the latest information. Save time and effort by automating your invoice reconciliation process in Google Sheets, and more!
Share accounting and reports data with stakeholders
Share your QuickBooks Profit and Loss report with stakeholders for budget collaboration! Simplify numerous workflows by letting your teammates and clients review important for them data, leave comments, add extra information, and generate new dashboards and reports without providing these users with access to all your accounting information.
Combine QuickBooks data with insights from other apps
Pull your QuickBooks accounting or reports data to Google Sheets and blend it with information from HubSpot, Airtable, Shopify, Clockify, and other systems. Create powerful dashboards that will bring extra visibility and benefit the whole team. As a result, get the most comprehensive overview of your business that you can rely on in just a few clicks.
What data to pull from QuickBooks to Google Sheets
Export QuickBooks accounting data, including Transactions, Customers, Invoices, Payments, Employees, and other information to create informative reports. Use macro to specify the running period to pull your financial information for. Visualize this information by linking it to Google Data Studio and other BI tools. Share the outcomes with your team and find ways to improve your reporting!
Export QuickBooks reports, including Balance Sheet, Income Statement, Cash Flow, Profit and Loss, Aging Receivables, and more to get the necessary insights and customize your reporting according to your company’s needs. Export QuickBooks Cash Flow report to Google Sheets to build an auto-updating Cash Flow forecast, and more!
How to export QuickBooks data to Google Sheets
Step 1. Select QuickBooks as a data source30 seconds
Step 2. Pick a data entity to export from QuickBooks10 seconds
Step 3. Specify filter criteria2 minutes
Step 4. Select the data destination in Google Sheets1 minute
Step 5. Set a schedule for data refreshes20 seconds
Step 6. Save and run the importer5 seconds
Set up multiple integrations to count on every day
Looking to import data from Pipedrive, Clockify, HubSpot, or any other app? Not a problem. Use Coupler.io to link a data source to Google Sheets to automate workflows and leverage the power of spreadsheets across all your projects!