How to Import Bill Data from QuickBooks into Google Sheets

Managing your company’s bills efficiently requires easy access to your financial data. By importing QuickBooks Bill data into Google Sheets, you can analyze expenses, track payment statuses, and create custom reports that QuickBooks doesn’t offer natively.

This guide will show you how to create a live connection between QuickBooks and Google Sheets to keep your bill data current and actionable.

How to Import QuickBooks Bill Data 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 Bill Data from QuickBooks

Now that you’re connected, you can import your Bill data:

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. From the list of available objects, select “Bill”
3. Choose the specific fields you want to import (e.g., Bill Number, Vendor, Amount, Due Date, Status)
4. Apply any filters if needed (e.g., only bills from a specific date range or vendor)
5. Click “Import” to bring your Bill data into Google Sheets

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Bill data stays current, set up an automatic refresh schedule:

1. Click on the Coefficient icon in your sheet where the data was imported
2. Select “Schedule Refresh”
3. Choose your preferred frequency (hourly, daily, weekly)
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 Bill data will update automatically according to your schedule, ensuring you always have the most current information for analysis and reporting.

Available QuickBooks Reports and Objects in Coefficient

Coefficient allows you to import various types of data from QuickBooks. Here’s a comprehensive list of what’s available:

Frequently Asked Questions

Ready to Streamline Your QuickBooks Bill Management?

By following this guide, you’ve learned how to import QuickBooks Bill data into Google Sheets using Coefficient. This integration gives you more flexibility in how you analyze, report on, and share your bill information.

With your bill data in Google Sheets, you can create custom reports, set up automated alerts, and share insights with your team—all while maintaining a live connection to your QuickBooks account.

free QuickBooks reports and dashboards for Google Sheetsconnect QuickBooks to Google SheetsFor more ways to leverage your QuickBooks data, check out ouror learn how tofor other data types.