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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Managing vendor contacts between QuickBooks and Google Sheets means constantly exporting data, making updates, and manually entering changes back into QuickBooks. This creates version control issues and wastes time on data entry.
Here’s how to set up bidirectional vendor contact sync that keeps your QuickBooks and Google Sheets vendor information automatically updated.
Set up bidirectional vendor contact sync using Coefficient
Coefficient provides bidirectional vendor contact information sync between QuickBooks and Google Sheets. You can import vendor contacts, make updates in your spreadsheet, and push changes back to QuickBooks automatically.
How to make it work
Step 1. Import vendor contact information from QuickBooks.
Use Coefficient’s Vendor object import to pull all vendor contact information including names, addresses, phone numbers, email addresses, and payment terms into Google Sheets. The automatic field mapping ensures all contact data transfers correctly.
Step 2. Configure scheduled contact updates.
Set up daily or weekly automated refreshes to ensure your spreadsheet reflects any vendor contact changes made in QuickBooks. This maintains current vendor information without manual intervention and prevents data conflicts.
Step 3. Enable bidirectional sync with export functionality.
Use Coefficient’s export functionality to push updated vendor contact information back to QuickBooks. The UPDATE action modifies existing vendor records with automatic field mapping for Coefficient-imported data. Preview changes before export with error detection to ensure data accuracy.
Step 4. Enhance contact data and push updates back to QuickBooks.
Add tracking fields in Google Sheets like last contact date, preferred communication method, or account manager information. Export these updates back to QuickBooks custom fields using Coefficient’s bulk contact management capabilities.
Step 5. Set up collaborative contact management workflows.
Use Google Sheets’ collaborative features to allow team members to update vendor contacts, then push all changes to QuickBooks in batch operations. Coefficient’s results tracking columns record export status, timestamps, and URLs for audit trails.
Streamline vendor contact management
This automated vendor contact sync eliminates the manual data entry cycle between QuickBooks and spreadsheets while ensuring consistent vendor information across both platforms. Try Coefficient to set up your bidirectional vendor contact sync today.
