)
Written by
Table of Contents
“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.”
Tracking your QuickBooks Class data in Google Sheets helps finance teams analyze business performance by department, location, or project. Instead of manual exports that quickly become outdated, you can create a live connection that automatically refreshes.
TLDR
-
Step 1:
Install Coefficient from the Google Workspace Marketplace
-
Step 2:
Connect your QuickBooks account to Google Sheets
-
Step 3:
Select Import from Objects & Fields and choose Class
-
Step 4:
Configure any filters you need and import the data
-
Step 5:
Set up auto-refresh to keep your data updated automatically
Step-by-Step Guide to Import QuickBooks Class 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:
- Open Google Sheets
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
- Click “Import Data” in the sidebar
- Select “QuickBooks” from the list of available connectors
- Follow the authentication prompts to connect your QuickBooks account
Step 2: Import Class Data from QuickBooks
Now that you’re connected, you can import your Class data:
- In the Coefficient sidebar, select “Import from Objects & Fields”
- From the list of available objects, select “Class”
- Choose the fields you want to import (e.g., Name, ID, Active status, etc.)
- Apply any filters if needed to narrow down your data
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
To keep your QuickBooks Class data up to date automatically:
- Click on the Coefficient data cell in your sheet
- Click “Schedule Refresh” in the Coefficient sidebar
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set the specific time and days for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
With auto-refresh enabled, your QuickBooks Class data will always be current in your Google Sheet without manual updates.
Available QuickBooks Data in Coefficient
Coefficient allows you to import various types of data from QuickBooks. Here’s what you can access:
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
Connect QuickBooks to Google SheetsReady to streamline your financial reporting?with Coefficient today and transform how you work with your financial data.
free QuickBooks reports and dashboards for Google SheetsLooking for pre-built solutions? Check out our.
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.
Trusted By Over 50,000 Companies
