How to Import General Ledger Report from QuickBooks into Google Sheets

Accessing your QuickBooks General Ledger data in Google Sheets allows finance teams to build custom reports, analyze financial data, and share insights across your organization.

Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes your financial information.

How to Import QuickBooks General Ledger Report into Google Sheets

Follow these simple steps to import your QuickBooks General Ledger report into Google Sheets using Coefficient:

Step 1: Install Coefficient and Connect to QuickBooks

• Open Google Sheets > Extensions > Add-ons > Get add-ons > Install Coefficient from Google Workspace Marketplace
• Once installed, open the Coefficient sidebar by clicking Extensions > Coefficient > Launch
• In the Coefficient sidebar, click “Import Data”
• Select “QuickBooks” from the list of available data sources
• Follow the prompts to authenticate and connect your QuickBooks account

Step 2: Import the General Ledger Report

• In the Coefficient sidebar, select “Import from Reports”
• Browse or search for “General Ledger” in the list of available reports
• Configure any filters you need (date range, accounts, etc.)
• Click “Import” to bring your General Ledger data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

• Click on the Coefficient icon in your spreadsheet
• Select the imported data range
• Click “Schedule Refresh”
• Choose your preferred refresh frequency (hourly, daily, weekly)
• Your General Ledger data will now automatically update according to your schedule

Available QuickBooks Reports and Objects

Coefficient allows you to import various reports and objects from QuickBooks. Here’s what’s available:

Frequently Asked Questions

Related Resources

Looking for more ways to work with QuickBooks data in spreadsheets? Check out these resources:

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

By following this guide, you can easily import your QuickBooks General Ledger report into Google Sheets and keep it updated automatically. This allows your finance team to build custom reports, analyze financial data, and share insights across your organization without the hassle of manual exports.