How to Import A/P Aging Detail Report from QuickBooks into Google Sheets

Tracking your accounts payable aging is crucial for managing cash flow and vendor relationships. By importing your QuickBooks A/P Aging Detail report into Google Sheets, you can analyze payment trends, create custom visualizations, and share insights with your team.

Step-by-Step Guide to Import QuickBooks A/P Aging Detail Report into Google Sheets

Step 1: Install Coefficient and Connect to QuickBooks

First, you’ll need to install the Coefficient add-on and connect it to your QuickBooks account:

1. Open Google Sheets and create a new spreadsheet or open an existing one
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from the Google Workspace Marketplace
4. Once installed, click on Extensions > Coefficient > Launch to open the sidebar
5. In the sidebar, click “Import Data”
6. Select “QuickBooks” from the list of available connectors
7. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import the A/P Aging Detail Report

Now that you’re connected, you can import the A/P Aging Detail report:

1. In the Coefficient sidebar, select “Import from QuickBooks”
2. Click on “Reports” to view available QuickBooks reports
3. Find and select “A/P Aging Detail” from the list of reports
4. Configure any filters you need (date range, vendors, etc.)
5. Choose your destination in the spreadsheet
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To keep your A/P Aging Detail report up to date automatically:

1. In the Coefficient sidebar, find your imported data under “Imports”
2. Click on the three dots next to your A/P Aging Detail import
3. Select “Schedule Refresh”
4. Choose your preferred refresh frequency (hourly, daily, weekly)
5. Set specific times and days if needed
6. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your A/P Aging Detail report will update automatically according to your schedule, ensuring you always have the most current data for analysis and decision-making.

Available QuickBooks Reports and Objects in Coefficient

Coefficient allows you to import various reports and objects from QuickBooks. Here’s what’s available:

Frequently Asked Questions

Connect QuickBooks to Google SheetsReady to streamline your accounts payable tracking?with Coefficient today and transform how you monitor and analyze your vendor payment data.

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