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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.”
Coefficient provides the fastest QuickBooks to Google Sheets connection for automatic invoice data syncing. The entire setup takes just minutes compared to hours of manual CSV exports or complex API development, with immediate access to all invoice fields and real-time updates.
Here’s the step-by-step process to get your invoice data flowing automatically in under 10 minutes.
Connect invoice data in minutes with automated sync using Coefficient
Manual CSV exports are time-consuming and custom API integrations require technical expertise. Coefficient eliminates both barriers with a point-and-click interface that provides instant access to all QuickBooks invoice data with automatic refresh capabilities.
How to make it work
Step 1. Quick installation and authentication.
Add Coefficient from Google Workspace Marketplace (takes 2 minutes) and complete one-click QuickBooks authentication. No API keys, developer accounts, or technical configuration required.
Step 2. Import invoice data with custom field selection.
Select “From Objects & Fields” import method and choose “Invoice” object from QuickBooks. Pick relevant fields like Invoice Number, Customer, Date, Amount, Status, and Due Date. Apply filters for specific date ranges, customer segments, or invoice status if needed.
Step 3. Configure automated refresh scheduling.
Set your refresh schedule to hourly, daily, or weekly based on your tracking needs. Configure timezone preferences for consistent updates that capture invoice status changes automatically.
Step 4. Set up advanced tracking capabilities.
Create filters for focused reporting periods and track payment status changes automatically. Calculate aging metrics and collection performance using standard Google Sheets formulas that reference your live invoice data.
Start tracking invoices automatically today
This no-code solution eliminates technical barriers and provides immediate access to live invoice data with enterprise-level automation capabilities. Connect your invoices and transform manual tracking into automated insights.
