How to Import Invoice Data from QuickBooks into Google Sheets

Managing your QuickBooks invoice data in Google Sheets gives you the flexibility to create custom reports, analyze payment trends, and share financial insights with your team. Instead of manual exports that quickly become outdated, you can establish a live connection that keeps your data fresh.

How to Import QuickBooks Invoice Data into Google Sheets

Follow these simple steps to import your QuickBooks Invoice data into Google Sheets using Coefficient:

Step 1: Install Coefficient and Connect to QuickBooks

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. In the sidebar, click “Import Data”
4. Select “QuickBooks” from the list of available connectors
5. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Invoice Data from QuickBooks

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Invoice” in the list of available objects
3. Select the specific invoice fields you want to import (e.g., Invoice Number, Customer, Amount, Due Date, Status)
4. Apply any filters if needed (e.g., only invoices from a specific date range or with a particular status)
5. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

1. With your imported data selected, click on “Schedule Refresh” in the Coefficient sidebar
2. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
3. Set specific times for the refresh to occur
4. Click “Save” to activate the auto-refresh schedule

Now your QuickBooks invoice data will be automatically updated in your Google Sheet 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 a breakdown of the reports and objects available:

Frequently Asked Questions

Ready to Streamline Your QuickBooks Invoice Management?

By importing your QuickBooks invoice data into Google Sheets with Coefficient, you gain the flexibility to create custom reports, collaborate with your team, and automate your financial workflows.

Check out these additional resources to enhance your QuickBooks and Google Sheets experience:

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

Start importing your QuickBooks invoice data today and transform how you manage your financial information!