How to Import QuickBooks Estimate Data into Google Sheets

Accessing your QuickBooks Estimate data in Google Sheets allows finance teams to analyze pending deals, track conversion rates, and build custom financial forecasts. Instead of tedious manual exports, you can create a live connection that keeps your data fresh.

Step-by-Step Guide to Import QuickBooks Estimate Data

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 Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
2. Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
3. Click “Import Data” in the sidebar
4. Select “QuickBooks” from the list of available connectors
5. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Estimate Data from QuickBooks

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

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. From the list of available objects, select “Estimate”
3. Choose the specific fields you want to import (e.g., EstimateNumber, CustomerRef, TotalAmt, ExpirationDate)
4. Apply any filters if needed (e.g., filter by date range or status)
5. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Estimate data stays up-to-date, set up an automatic refresh schedule:

1. Click on the imported data table in your sheet
2. Open the Coefficient sidebar and click the “…” menu next to your import
3. Select “Schedule Refresh”
4. Choose your preferred frequency (hourly, daily, weekly)
5. Set specific times and days as needed
6. Click “Save” to activate the auto-refresh schedule

With auto-refresh enabled, your QuickBooks Estimate data will automatically update according to your schedule, ensuring you always have the most current information for analysis and reporting.

Available QuickBooks Data in Coefficient

Coefficient allows you to import various types of data from QuickBooks. Here’s what’s available:

Frequently Asked Questions

Related Resources

Looking for more ways to leverage your QuickBooks data? Check out these helpful resources:

• Free QuickBooks Reports and Dashboards for Google Sheets
• How to Connect QuickBooks to Google Sheets
• QuickBooks Integrations for Google Sheets

Conclusion

Importing QuickBooks Estimate data into Google Sheets with Coefficient gives you the flexibility to create custom reports and analyses that aren’t possible within QuickBooks alone. With live data connections and automatic refreshes, you’ll always have the most current information at your fingertips.

Start leveraging your Estimate data today to improve forecasting accuracy, track conversion rates, and gain deeper insights into your business’s financial pipeline.