How to Import Transaction List Report from QuickBooks into Google Sheets

Keeping track of your financial transactions is crucial for business success. By importing your QuickBooks Transaction List report into Google Sheets, you can analyze your financial data more effectively and create custom reports that meet your specific needs.

How to Import QuickBooks Transaction List Report into Google Sheets

Follow these simple steps to import your QuickBooks Transaction List report 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 Coefficient sidebar, click “Import Data”
• Select “QuickBooks” from the list of available connectors
• Follow the authentication prompts to connect your QuickBooks account

Step 2: Import the Transaction List Report

• In the Coefficient sidebar, select “Reports” from the QuickBooks import options
• Browse through the available reports and select “Transaction List”
• Configure any filters you need (date range, transaction types, etc.)
• Click “Import” to bring your Transaction List data into Google Sheets

Step 3: Set Up Auto-Refresh (Optional)

• To keep your Transaction List data up-to-date, click on the Coefficient icon next to your imported data
• Select “Schedule Refresh”
• Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
• Configure any notification settings to alert you when data changes

That’s it! Your QuickBooks Transaction List report is now imported into Google Sheets and can be refreshed automatically according to your schedule.

Available QuickBooks Reports and Objects in Coefficient

Coefficient allows you to import various reports and objects from QuickBooks. Here’s a list of what’s available:

Frequently Asked Questions

Ready to Import Your QuickBooks Transaction List?

Importing your QuickBooks Transaction List report into Google Sheets with Coefficient gives you the flexibility to analyze your financial data in ways that aren’t possible within QuickBooks alone. You can create custom visualizations, combine with other data sources, and share insights with your team.

free QuickBooks templates galleryGet started today by installing Coefficient from the Google Workspace Marketplace and connecting your QuickBooks account. For more QuickBooks reporting templates, check out our.

how to connect QuickBooks to Google SheetsWant to learn more about connecting QuickBooks to Google Sheets? Read our comprehensive guide on.