How to Import A/R Aging Summary Report from QuickBooks into Google Sheets

Tracking accounts receivable aging is crucial for managing cash flow and identifying potential collection issues. By importing your QuickBooks A/R Aging Summary 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/R Aging Summary 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/R Aging Summary Report

Now that you’re connected to QuickBooks, you can import the A/R Aging Summary report:

1. In the Coefficient sidebar, select “Reports” under the QuickBooks import options
2. Browse or search for “A/R Aging Summary” in the list of available reports
3. Configure any filters you need (date range, customers, etc.)
4. Select the destination cell in your spreadsheet where you want the data to appear
5. Click “Import” to bring the A/R Aging Summary data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your A/R Aging Summary data stays current, set up an automatic refresh schedule:

1. Click on the imported data in your spreadsheet
2. In the Coefficient sidebar, click on the “Auto-refresh” button
3. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
4. Set the specific time and days for the refresh to occur
5. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your A/R Aging Summary 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 types of data from QuickBooks. Here’s a comprehensive list of the reports and objects you can access:

Frequently Asked Questions

Connect QuickBooks to Google Sheets with CoefficientReady to streamline your accounts receivable tracking?today and transform how you monitor and analyze your A/R Aging data.

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