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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Tracking payments in QuickBooks is essential for monitoring cash flow, but analyzing this data in Google Sheets gives you more flexibility for custom reporting and sharing insights with your team.
In this guide, you’ll learn how to import QuickBooks Payment data directly into Google Sheets using Coefficient, eliminating manual exports and keeping your financial data fresh.
TLDR
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Step 1:
Install Coefficient from the Google Workspace Marketplace
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Step 2:
Connect your QuickBooks account to Google Sheets
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Step 3:
Select Objects as the import type and choose Payment from the list
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Step 4:
Configure columns and filters as needed
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Step 5:
Set up auto-refresh to keep your payment data updated automatically
Step-by-Step Guide to Importing QuickBooks Payment Data
Step 1: Install Coefficient and Connect to QuickBooks
- Open your Google Sheet
- Click on Extensions > Add-ons > Get add-ons
- Search for “Coefficient” and install it from the Google Workspace Marketplace
- Once installed, open Coefficient from the Extensions menu
- In the Coefficient sidebar, click “Import Data”
- Select “QuickBooks” from the list of available connectors
- Follow the authentication prompts to connect your QuickBooks account
Step 2: Select and Import Payment Data
- In the import menu, select “Objects & Fields” as your import type
- From the list of available objects, select “Payment”
- Choose the specific fields you want to import (e.g., Payment ID, Customer, Amount, Date, Payment Method)
- Apply any filters if needed (e.g., filter by date range or payment status)
- Click “Import” to bring the data into your Google Sheet
Step 3: Set Up Auto-Refresh (Optional)
- Click on the Coefficient icon in your sheet to open the sidebar
- Find your imported Payment data and click the three dots menu
- Select “Schedule Refresh”
- Choose your preferred refresh frequency (hourly, daily, weekly)
- Set specific times for the refresh to occur
- Click “Save” to activate the auto-refresh schedule
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:
Reports
- Balance Sheet
- Cash Flow
- Profit And Loss
- Transaction List
- A/R Aging Summary
- General Ledger
- A/P Aging Detail
- A/P Aging Summary
- A/R Aging Detail
Objects
- Account
- Invoice
- Customer
- Payment
- Bill
- Purchase
- Class
- Vendor
- Bill Payment
- Purchase Order
- Journal Entry
- Sales Receipt
Frequently Asked Questions
Ready to Streamline Your QuickBooks Payment Analysis?
By importing your QuickBooks Payment data into Google Sheets with Coefficient, you can create more flexible financial reports, automate data refreshes, and share insights with your team more effectively.
free QuickBooks report templates for Google Sheetsconnect QuickBooks to Google SheetsFor more ways to leverage your QuickBooks data, check out ouror learn how tofor other data types.
Start analyzing your payment data more effectively today by installing Coefficient from the Google Workspace Marketplace!
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