How to Import Customer Data from QuickBooks into Google Sheets

Managing customer data from QuickBooks in Google Sheets gives finance teams and business owners powerful ways to analyze customer relationships, track spending patterns, and create custom reports that QuickBooks doesn’t offer natively.

In this guide, you’ll learn how to import QuickBooks Customer data directly into Google Sheets using Coefficient, creating a live connection that stays up-to-date automatically.

How to Import QuickBooks Customer 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 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 Coefficient from the Extensions menu
5. In the Coefficient sidebar, click “Import Data”
6. Select “QuickBooks” from the list of available data sources
7. Follow the prompts to authorize and connect your QuickBooks account

Step 2: Import Customer Data from QuickBooks

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

1. In the QuickBooks import menu, select “Objects & Fields”
2. From the list of available objects, select “Customer”
3. Choose the specific customer fields you want to import (e.g., Name, Email, Phone, Balance, etc.)
4. Apply any filters if you only want to import specific customers
5. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To keep your customer data up-to-date automatically:

1. Click on the Coefficient icon in your sheet to open the sidebar
2. Find your imported Customer data and click the three dots menu
3. Select “Configure Refresh”
4. Choose your preferred refresh frequency (hourly, daily, weekly)
5. Click “Save” to activate automatic updates

With auto-refresh enabled, your QuickBooks Customer data will stay current without manual updates. This ensures your reports and analyses always reflect the latest information.

Available QuickBooks Data in Coefficient

Beyond Customer data, Coefficient allows you to import various other QuickBooks objects and reports:

Frequently Asked Questions

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