How to Import A/P Aging Summary 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 Summary report into Google Sheets, you can analyze payment trends, create custom visualizations, and share insights with your team.

This guide will show you how to set up a live connection between QuickBooks and Google Sheets using Coefficient, so your A/P data stays current without manual exports.

Step-by-Step Guide to Import QuickBooks A/P Aging Summary Report

Step 1: Install Coefficient and Connect to QuickBooks

1. Open your Google Sheet
2. Click on Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from the Google Workspace Marketplace
4. Once installed, open Coefficient from the Extensions menu
5. In the Coefficient 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 Summary Report

1. In the Coefficient import menu, select “Import from Reports”
2. Browse through the available reports and select “A/P Aging Summary”
3. Configure any filters you need (date ranges, vendors, etc.)
4. Choose your preferred import location in the spreadsheet
5. Click “Import” to bring your A/P Aging Summary data into Google Sheets

Step 3: Set Up Auto-Refresh (Optional)

1. Click on the “…” menu next to your imported data
2. Select “Schedule Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Set specific times for the refresh to occur
5. Click “Save” to activate automatic updates

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

Available QuickBooks Reports and Objects

QuickBooks offers a variety of reports and objects that you can import into Google Sheets using Coefficient. Here’s a comprehensive list:

Frequently Asked Questions

Ready to Streamline Your QuickBooks Reporting?

Importing your QuickBooks A/P Aging Summary report into Google Sheets with Coefficient gives you the flexibility to create custom financial dashboards while ensuring your data stays current. You can analyze vendor payment trends, identify cash flow opportunities, and share insights with stakeholders—all without manual data exports.

free QuickBooks report templates for Google Sheetsconnecting QuickBooks to Google SheetsFor more ways to leverage your QuickBooks data, check out ouror learn more about.

Start building your automated A/P Aging reports today by installing Coefficient from the Google Workspace Marketplace!