How to Import Employee Data from QuickBooks into Google Sheets

Managing employee data in QuickBooks is essential for payroll and HR operations, but analyzing this information often requires the flexibility of a spreadsheet. By connecting QuickBooks to Google Sheets, you can create custom reports and dashboards while maintaining data accuracy.

This guide will show you how to import your QuickBooks Employee data directly into Google Sheets using Coefficient.

Step-by-Step Guide to Importing QuickBooks Employee Data

Step 1: Install Coefficient and Connect to QuickBooks

1. Open your Google Sheet
2. Extensions Click onin the top menu
3. Add-ons Get add-ons Select→
4. Search for “Coefficient” and install it from the Google Workspace Marketplace
5. Extensions Coefficient Launch Once installed, open the Coefficient sidebar by clicking→→
6. Import Data In the sidebar, click
7. QuickBooks Selectfrom the list of available connectors
8. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Employee Data from QuickBooks

1. Import from Objects & Fields In the Coefficient sidebar, select
2. Employee From the list of available objects, find and select
3. Choose the specific employee fields you want to import (e.g., Name, Email, Phone, Department, Hire Date)
4. Apply any filters if needed (e.g., only active employees)
5. Import Clickto bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh for Your Employee Data

1. Refresh With your data imported, click on thebutton in the Coefficient data card
2. Schedule Refresh Select
3. Choose your preferred refresh frequency (hourly, daily, weekly)
4. Optionally, set up email or Slack notifications for when data changes
5. Save Clickto activate the auto-refresh schedule

Available QuickBooks Data in Coefficient

Coefficient allows you to import various types of data from QuickBooks. Here’s a breakdown of the reports and objects you can access:

Using Your QuickBooks Employee Data in Google Sheets

Once you’ve imported your employee data, you can leverage Google Sheets’ functionality to create powerful analyses:

• Payroll Analysis: Track employee costs across departments
• Headcount Reporting: Create visualizations of team growth over time
• HR Dashboards: Combine with other data sources for comprehensive HR reporting
• Budget Planning: Use employee data for accurate personnel budget forecasting

With Coefficient’s auto-refresh capability, your employee data will stay current without manual updates, ensuring your reports and analyses always reflect the latest information in QuickBooks.

Ready to Import Your QuickBooks Employee Data?

Connecting QuickBooks to Google Sheets with Coefficient gives you the flexibility to analyze your employee data in ways that aren’t possible within QuickBooks alone. With automatic data refreshes, you’ll always have the most current information for your reports and dashboards.

Get started today by installing Coefficient from the Google Workspace Marketplace and connecting your QuickBooks account. Your employee data will be just a few clicks away!

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