How to Import Balance Transactions Data from Stripe into Google Sheets

using Coefficient google-sheets Add-in (500k+ users)

Learn how to import live Balance Transactions data from Stripe into Google Sheets using Coefficient for detailed balance tracking and reconciliation.

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Accessing your Stripe Balance Transactions data in Google Sheets helps you track all movements in your Stripe balance and reconcile your finances.

Instead of manual exports, you can set up a live connection that updates automatically.

This guide shows you how to import your Stripe Balance Transactions data into Google Sheets using Coefficient.

TLDR

  • Step 1:

    Step 1. Install Coefficient from the Google Workspace Marketplace and connect your Stripe account.

  • Step 2:

    Step 2. Select Import from… and choose the Balance Transactions object from Stripe.

  • Step 3:

    Step 3. Configure your import settings and pull the data into your sheet.

  • Step 4:

    Step 4. Set up auto-refresh to keep your balance transactions data current automatically.

Importing your Stripe Balance Transactions data into Google Sheets is simple with Coefficient. Follow these steps to get started:

Step 1: Install and Connect Coefficient

First, you need to add Coefficient to your Google Sheet.

  • Open Google Sheets.
  • Go to Extensions > Add-ons > Get add-ons.
  • Search for “Coefficient” and install it from the Google Workspace Marketplace.

Once installed, open the Coefficient add-on from Extensions > Coefficient > Launch.

In the Coefficient sidebar, click “Import from…” and find Stripe in the list of connectors. You’ll be guided to connect your Stripe account securely.

Coefficient sidebar menu with import, export, automations, and AI Sheet Assistant options.

Step 2: Import Stripe Balance Transactions Data

After connecting, you’ll see options for importing data from Stripe.

  • Select “Objects”.
  • Choose “Balance Transactions” from the list of available objects.

You can then select specific fields, apply filters, and sort the data before importing. Once ready, click the “Import” button.

Your Stripe Balance Transactions data will load directly into your Google Sheet.

Finance and accounting connectors including QuickBooks, Xero, NetSuite, and Stripe.

Step 3: Set Up Auto-Refresh (Optional)

To keep your Balance Transactions data in Google Sheets always up to date, set up an automatic refresh schedule.

In the Coefficient sidebar, find your imported data.

  • Click the “Refresh” button or the three-dot menu next to your import.
  • Select “Schedule Refresh”.
  • Choose your desired frequency (e.g., daily, hourly, weekly) and time.

Coefficient will now automatically update your sheet with the latest data from Stripe based on your schedule.

Auto-refresh options for imported data with daily, hourly, and weekly scheduling.

Available Stripe Objects

  • Customers
  • Subscriptions
  • Invoices
  • Refunds
  • Disputes
  • Payouts
  • Balance Transactions
  • Products
  • Quotes
  • Payment Intents

Frequently Asked Questions

  • How to get Balance Transactions from Stripe?

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    You can manually export Balance Transactions data from Stripe, but this takes time and the data quickly goes out of date. Coefficient connects directly to Stripe, letting you import live Balance Transactions data into Google Sheets easily.

  • How do I get a list of Balance Transactions in Stripe?

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    Stripe shows your balance transactions, but getting a full list into a spreadsheet for analysis is tricky. Coefficient pulls a complete list of Balance Transactions from Stripe right into Google Sheets, making analysis simple.

  • How to automate importing Stripe Balance Transactions to Google Sheets daily?

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    Keeping balance transaction data current manually is hard. Coefficient’s auto-refresh feature can update your Stripe Balance Transactions data in Google Sheets automatically every day, hour, or week.

  • How do I download Balance Transactions data from Stripe?

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    Coefficient allows you to download or import live Balance Transactions data from Stripe directly into Google Sheets, avoiding manual export processes.

  • How to send email alerts about Balance Transactions data from Stripe?

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    While Coefficient imports the data, you can use Google Sheets features or other tools combined with Coefficient’s auto-refresh to trigger email alerts based on changes in the imported Stripe Balance Transactions data.

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