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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, Google Sheets can pull live QuickBooks data without manual exports through direct API connections. This completely eliminates the traditional workflow of downloading CSV files from QuickBooks and manually importing them into spreadsheets.
Here’s how to set up real-time QuickBooks data sync that automatically updates your Google Sheets with current financial information.
Pull live QuickBooks data directly into Google Sheets using Coefficient
Coefficient connects directly to QuickBooks through its API, giving you access to all standard reports and objects in real-time. Your spreadsheets become dynamic dashboards that always reflect current business data.
How to make it work
Step 1. Establish your QuickBooks connection.
Install Coefficient and connect your QuickBooks account using Admin credentials. This creates a secure API connection that bypasses the need for manual file exports entirely.
Step 2. Choose your import method.
Select from three options: import from standard QuickBooks reports (Balance Sheet, Cash Flow, P&L), build custom imports using Objects & Fields for specific data like customers or invoices, or write custom SQL queries for advanced data manipulation.
Step 3. Configure filtering and sorting.
Add AND/OR logic filters, date ranges, and dynamic filters to focus your data pulls. Records automatically display in logical order – customers appear alphabetically, transactions by date, making your data immediately usable.
Step 4. Set up automatic refresh schedules.
Configure hourly, daily, or weekly updates so your Google Sheets always contain current QuickBooks data. You can also refresh manually anytime you need immediate updates for time-sensitive analysis.
Transform static spreadsheets into dynamic financial dashboards
Live QuickBooks data sync eliminates file management headaches and ensures your financial analysis always uses current information. No more downloading, storing, and uploading CSV files. Start syncing your QuickBooks data directly into Google Sheets today.
