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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.”
Tracking deposits in QuickBooks is essential for maintaining accurate financial records. But analyzing this data in Google Sheets gives you more flexibility for custom reporting and sharing insights with your team.
This guide shows you how to import QuickBooks Deposit data directly into Google Sheets using Coefficient.
TLDR
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Step 1:
Install Coefficient from Google Workspace Marketplace and connect to QuickBooks
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Step 2:
Use the Import feature to select Deposit data from QuickBooks Objects
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Step 3:
Configure columns and filters as needed
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Step 4:
Set up auto-refresh to keep your deposit data current
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Step 5:
Create custom reports and dashboards with your imported data
Step-by-Step Guide to Importing QuickBooks Deposit Data
Step 1: Install Coefficient and Connect to QuickBooks
- Open your Google Sheet
- Go to Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from Google Workspace Marketplace
- Once installed, open Coefficient from the Extensions menu
- 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 Deposit Data from QuickBooks
- In the Coefficient sidebar, select “Import from Objects & Fields”
- From the list of available objects, select “Deposit”
- Choose the specific fields you want to import (e.g., ID, Amount, Date, Memo, etc.)
- Apply any filters if needed (e.g., date range, specific accounts)
- Click “Import” to bring your deposit data into Google Sheets
Step 3: Set Up Auto-Refresh (Optional)
- With your data imported, click on the “⟳” refresh icon in the Coefficient data block
- 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
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
Ready to Import Your QuickBooks Deposit Data?
Importing your QuickBooks Deposit data into Google Sheets with Coefficient gives you powerful analysis capabilities while ensuring your data stays current through automated refreshes.
free QuickBooks report templates for Google Sheetsconnecting QuickBooks to Google SheetsFor more QuickBooks reporting solutions, check out ouror learn more about.
Start building better financial reports today by installing Coefficient and connecting your QuickBooks account!
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