How to Import Journal Entry Data from QuickBooks into Google Sheets

Accessing your QuickBooks Journal Entry data in Google Sheets allows finance teams to perform custom analysis, create tailored reports, and share financial insights across your organization.

Instead of manually exporting data that quickly becomes outdated, you can establish a live connection that automatically refreshes your financial information.

How to Import Journal Entry Data from QuickBooks to Google Sheets

Follow these simple steps to import your QuickBooks Journal Entry data 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 sidebar, click “Import Data”
• Select “QuickBooks” from the list of available connectors
• Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Journal Entry Data

• In the Coefficient sidebar, select “Objects” from the QuickBooks import options
• Scroll through the list of available objects and select “Journal Entry”
• Choose the specific fields you want to import (e.g., Date, Entry No., Adjustment, Currency, Exchange Rate, etc.)
• Apply any filters if needed to narrow down your data
• Click “Import” to bring your Journal Entry data into Google Sheets

Step 3: Set Up Auto-Refresh (Optional)

• With your data imported, click on the “…” menu next to your import
• Select “Schedule Refresh” from the dropdown menu
• Choose your preferred refresh frequency (hourly, daily, weekly)
• Set specific times and days for the refresh to occur
• Click “Save” to activate automatic updates

That’s it! Your QuickBooks Journal Entry data is now available in Google Sheets and can be refreshed automatically according to your schedule.

Available QuickBooks Data in Coefficient

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

Frequently Asked Questions

Ready to Import Your QuickBooks Journal Entry Data?

Importing your QuickBooks Journal Entry data into Google Sheets with Coefficient gives you the flexibility to create custom financial reports and analyses while ensuring your data stays up-to-date.

Get started today by installing Coefficient from the Google Workspace Marketplace and connecting your QuickBooks account. In just a few minutes, you’ll have your Journal Entry data at your fingertips in Google Sheets.

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