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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.”
Accessing your QuickBooks Balance Sheet data in Google Sheets allows finance teams to build custom financial reports, perform deeper analysis, and share insights across your organization.
Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes your financial data.
TLDR
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Step 1:
Install Coefficient from the Google Workspace Marketplace
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Step 2:
Connect your QuickBooks account to Google Sheets
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Step 3:
Select Import from Reports and choose Balance Sheet
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Step 4:
Configure any filters and import the data
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Step 5:
Set up auto-refresh to keep your financial data updated automatically
How to Import QuickBooks Balance Sheet Report into Google Sheets
Follow these simple steps to import your QuickBooks Balance Sheet report into Google Sheets using Coefficient:
Step 1: Install Coefficient and Connect to QuickBooks
- Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- In the Coefficient sidebar, click “Import Data”
- Select “QuickBooks” from the list of available connectors
- Follow the authentication prompts to connect your QuickBooks account
Step 2: Import the Balance Sheet Report
- In the QuickBooks import menu, select “Reports”
- From the list of available reports, select “Balance Sheet”
- Configure any filters you need (date range, accounting method, etc.)
- Click “Import” to bring your Balance Sheet data into Google Sheets
Step 3: Set Up Auto-Refresh (Optional)
- Click on the Coefficient icon next to your imported data
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate automatic updates
With auto-refresh enabled, your Balance Sheet data will always be up-to-date without manual intervention, ensuring your financial analysis is based on the latest information.
Available QuickBooks Reports and Objects
Coefficient allows you to import various reports and objects from QuickBooks. Here’s what’s available:
Reports
- Balance Sheet
- Cash Flow
- Profit And Loss
- Transaction List
- A/R Aging Summary
- General Ledger
- A/P Aging Detail
- A/P Aging Summary
- A/R Aging Detail
Objects
- Account
- Invoice
- Customer
- Payment
- Bill
- Purchase
- Class
- Vendor
- Bill Payment
- Purchase Order
- Journal Entry
- Sales Receipt
Frequently Asked Questions
Related Resources
Looking for more ways to work with QuickBooks data in spreadsheets? Check out these helpful resources:
- Free QuickBooks Reports and Dashboards for Google Sheets
- How to Connect QuickBooks to Google Sheets
- How to Connect QuickBooks to Excel
- QuickBooks Google Sheets Integration
By following this guide, you can easily import your QuickBooks Balance Sheet report into Google Sheets and keep it updated automatically. This allows for more flexible financial analysis and reporting while ensuring your data remains accurate and current.
Related QuickBooks Use Cases
How to Import Balance Sheet Report from QuickBooks into Excel
Learn how to import your QuickBooks Balance Sheet report directly into Excel using Coefficient, enabling real-time financial data analysis without manual exports.
How to Import Budget Data from QuickBooks into Google Sheets
Learn how to seamlessly import QuickBooks Budget data into Google Sheets using Coefficient. This step-by-step guide shows you how to create live connections to your financial data for better analysis and reporting.
How to Import Cash Flow Report from QuickBooks into Excel
Learn how to import QuickBooks Cash Flow reports directly into Excel using Coefficient. Get real-time financial data, automate refreshes, and create powerful dashboards without manual exports.
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