How to Import QuickBooks Item Data into Google Sheets

Managing your QuickBooks Item data in Google Sheets gives you more flexibility to analyze product information, track inventory, and create custom reports that QuickBooks doesn’t offer natively.

In this guide, you’ll learn how to import your QuickBooks Item data directly into Google Sheets using Coefficient, eliminating manual exports and keeping your data fresh.

Step-by-Step Guide to Import QuickBooks Item Data into Google Sheets

Step 1: Install Coefficient and Connect to QuickBooks

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

Step 2: Import Item Data from QuickBooks

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Item” in the list of available objects
3. Select the specific fields you want to import (e.g., Name, Type, Description, Price, Quantity On Hand)
4. Apply any filters if needed to narrow down the data
5. Choose where in your spreadsheet you want the data to appear
6. Click “Import” to bring the Item data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

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

Now your QuickBooks Item 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 you can access:

Frequently Asked Questions

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