How to Import QuickBooks Payment Method Data into Google Sheets

Managing your QuickBooks payment methods in Google Sheets gives you greater flexibility for financial analysis and reporting. Instead of manually exporting data that quickly becomes outdated, you can create a live connection that automatically refreshes.

In this guide, you’ll learn exactly how to import Payment Method data from QuickBooks to Google Sheets using Coefficient.

Step-by-Step Guide to Import QuickBooks Payment Method Data

Step 1: Install Coefficient and Connect to QuickBooks

First, you’ll need to install the Coefficient add-on and connect it to your QuickBooks account:

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

Step 2: Import Payment Method Data

Now that you’re connected, you can import the Payment Method data:

1. In the Coefficient sidebar, select “Import from Objects & Fields”
2. From the list of available objects, select “Payment Method”
3. Choose the specific fields you want to import (e.g., Name, Type, Active status)
4. Apply any filters if needed to narrow down the data
5. Select where in your spreadsheet you want the data to appear
6. Click “Import” to bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

To ensure your Payment Method data stays up-to-date:

1. Click on the Coefficient icon in your spreadsheet
2. Find your imported data and click the three dots menu
3. Select “Configure Refresh”
4. Choose your preferred refresh frequency (hourly, daily, weekly)
5. Set specific times for the refresh to occur
6. 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 available:

Frequently Asked Questions

Ready to Streamline Your QuickBooks Reporting?

Importing QuickBooks Payment Method data into Google Sheets with Coefficient gives you the flexibility to create custom reports, analyze payment trends, and share financial insights with your team—all while ensuring your data stays up-to-date.

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.