How to Import Budget Data from QuickBooks into Google Sheets

Managing your company’s budget data in Google Sheets allows for more flexible analysis and reporting than QuickBooks alone. By importing your Budget data directly, you can create custom financial dashboards and share insights with stakeholders who don’t have QuickBooks access.

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

Step-by-Step Guide to Importing QuickBooks Budget Data

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 the Coefficient sidebar by clicking Extensions > Coefficient > Launch
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 Budget Data from QuickBooks

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Budget” in the list of available objects
3. Select the Budget object to view available fields
4. Choose the specific fields you want to import (e.g., Name, Amount, StartDate, EndDate)
5. Apply any filters if needed (e.g., filter by date range or specific budget categories)
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

1. With your imported data selected, click on the Coefficient icon in your sheet
2. Select “Configure Refresh”
3. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
4. Optionally, set up notifications for when data changes
5. Click “Save” to activate automatic refreshes

Available QuickBooks Data in Coefficient

Coefficient allows you to import both Reports and Objects from QuickBooks. Here’s what’s available:

Frequently Asked Questions

Ready to Streamline Your Budget Analysis?

By importing your QuickBooks Budget data into Google Sheets with Coefficient, you’ve created a powerful financial analysis tool that stays up-to-date automatically. You can now build custom reports, share insights with your team, and make data-driven decisions with confidence.

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