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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.”
Yes, you can automatically export QuickBooks reports to Google Sheets on a schedule. While QuickBooks requires manual exports every time, you can set up true automation that eliminates the export-import cycle entirely.
Here’s how to create scheduled QuickBooks report exports that run automatically without any manual intervention.
Set up automated QuickBooks report exports using Coefficient
Coefficient creates a direct pipeline between QuickBooks and Google Sheets. Instead of manually generating reports, exporting to CSV, then uploading to Google Sheets, you get automatic refreshes with live data. The Import Refreshes feature handles all 22+ standard QuickBooks reports including Balance Sheet, Profit & Loss, Cash Flow, and Transaction Lists.
How to make it work
Step 1. Connect QuickBooks to Google Sheets.
Install Coefficient from the Google Workspace Marketplace and connect your QuickBooks account. You’ll need Admin or Master Admin permissions to establish the connection. This creates a live data bridge between your accounting system and spreadsheets.
Step 2. Import your desired QuickBooks reports.
Choose from any of the 22+ standard reports like Balance Sheet, P&L, Cash Flow, A/R Aging Summary, or General Ledger. Select your report type, apply any date range filters, and import directly into Google Sheets with all formatting intact.
Step 3. Configure scheduled automatic refreshes.
Set up your automation schedule with three options: hourly updates for real-time needs, daily refreshes for standard reporting, or weekly updates for summary reports. The system executes based on your timezone, so reports update during appropriate business hours.
Step 4. Apply filtering for targeted reports.
Use dynamic date filters and account-specific criteria to make your automated reports more focused than standard QuickBooks exports. This keeps your data lightweight while maintaining all the detail you need.
Transform your financial reporting workflow
Automated QuickBooks report exports eliminate hours of manual work each week while ensuring your team always has current financial data. Get started with Coefficient to set up your scheduled reporting system today.
