How to Import Google Sheets into QuickBooks

While QuickBooks is a powerful accounting platform, many finance teams find themselves regularly working with Google Sheets for their financial analysis and reporting.

Spreadsheets offer more flexibility than QuickBooks’ built-in reporting, letting finance teams create the exact reports and analysis they need.

But importing Google Sheets into QuickBooks presents challenges.

If users want to import their Google Sheets into QuickBooks, they typically have two options:

Manual data entry in QuickBooks or using limited native import features.

But spoiler alert: there’s a better solution for importing Google Sheets into QuickBooks! This guide will show you how to automatically import Google Sheets into QuickBooks.

Let’s get started!

Step-by-Step Walkthrough: How to Import Google Sheets into QuickBooks

Coefficient is a free Google Sheets add-on that lets users seamlessly import and export data between Google Sheets and QuickBooks.

Finance professionals can use Coefficient to manage any QuickBooks analysis and reporting needs. Check out Coefficient’s Templates Gallery for pre-built QuickBooks dashboards.

And that’s not all!

With Coefficient, you can import Google Sheets into QuickBooks in a few clicks!

Here’s a step-by-step tutorial to show you how.

Step 1: Install Coefficient

Coefficient’s QuickBooks connector allows you to import Google Sheets into QuickBooks.

But first, you’ll need to install it from the Google Workspace Marketplace.

Start by opening a new spreadsheet.

Navigate to the top navigation and click Extensions > Add-ons > Get add-ons.

This will direct you to the Google Workspace Marketplace.

Type in “Coefficient” in the search bar and select the Coefficient app.

Accept the prompts to install.

Once installation is finished, return to Extensions on the Google Sheets menu.

Coefficient will appear as an add-on.

Launch the app. Now Coefficient will run on the sidebar of your Google Sheet.

Step 2: Set Up QuickBooks Import

Next, we need to configure how to import your Google Sheet into QuickBooks.

Select Export To… on the Coefficient sidebar.

Choose QuickBooks as your destination.

Select your data range and header row.

Click Next.

Step 3: Configure Import Settings

Select the QuickBooks Object you are exporting the data to and the Action you would like to take, then hit Next.

Step 4: Map Your Fields

Under the Field Mappings section, match your Google Sheets columns to QuickBooks fields.

Click Save Mappings when finished.

Step 5: Import Google Sheets to QuickBooks

Review your import settings.

Click Export to begin.

Choose which rows to import:

• All rows
• Selected rows
• Filtered rows

Preview the changes before confirming.

Click Update ‘n’ rows in QuickBooks to send your Google Sheets data to QuickBooks.

Coefficient will notify you when the import is complete.

Step 6 (Optional): Set Up Auto-Refresh

After importing your data into your spreadsheet, you can set up Coefficient’s auto-refresh scheduler for automatic updates.

Just select your frequency (hourly, daily, or weekly) and the specific time, and Coefficient will handle the rest.

Import Google Sheets into QuickBooks with Coefficient

Why manually import Google Sheets into QuickBooks if you don’t have to?

With Coefficient, you can import Google Sheets into QuickBooks without ever leaving your spreadsheet.

Get started for free and automatically import Google Sheets into QuickBooks in just a few clicks.