How to Import Purchase Data from QuickBooks into Google Sheets

Tracking purchases is essential for managing your business finances effectively. By importing QuickBooks Purchase data into Google Sheets, you can create custom reports, analyze spending patterns, and share insights with your team.

This guide will show you how to establish a live connection between QuickBooks and Google Sheets using Coefficient, eliminating manual exports and ensuring your data stays current.

How to Import QuickBooks Purchase Data into Google Sheets

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

Step 1: Install Coefficient and Connect to QuickBooks

1. Open Google Sheets and create a new spreadsheet or use an existing one
2. Go to Extensions > Add-ons > Get add-ons
3. Search for “Coefficient” and install it from the Google Workspace Marketplace
4. Once installed, click on Extensions > Coefficient > Launch to open the Coefficient sidebar
5. In the 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 Purchase Data

1. In the Coefficient sidebar, select “Import from Objects”
2. Browse or search for “Purchase” in the list of available objects
3. Select the columns you want to import (e.g., Purchase ID, Date, Vendor, Amount, etc.)
4. Apply any filters if needed to narrow down your data
5. Click “Import” to bring your Purchase data into Google Sheets

Step 3: Set Up Auto-Refresh (Optional)

1. With your data imported, click on the “⟳” (refresh) icon in the Coefficient data block
2. Select “Schedule Refresh” to set up automatic updates
3. Choose your preferred frequency (hourly, daily, weekly)
4. Optionally, set up email or Slack notifications for when data refreshes
5. Click “Save” to activate your auto-refresh schedule

That’s it! Your QuickBooks Purchase data is now in Google Sheets and can be refreshed automatically on your schedule. You can now create custom reports, charts, and dashboards using this data.

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 Import Your QuickBooks Purchase Data?

Importing your QuickBooks Purchase data into Google Sheets with Coefficient gives you the flexibility to create custom reports and dashboards while ensuring your data stays up-to-date automatically.

Google Workspace MarketplaceGet started today by installing Coefficient from the.

Looking for more QuickBooks templates and guides? Check out these resources:

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