How to Import Vendor Data from QuickBooks into Google Sheets

Managing vendor data efficiently is crucial for financial oversight and accounts payable processes. By importing your QuickBooks vendor information into Google Sheets, you can create custom reports, analyze spending patterns, and share insights with your team.

This guide will show you how to seamlessly connect QuickBooks to Google Sheets and import your vendor data in just a few simple steps.

Step-by-Step Guide to Importing QuickBooks Vendor Data

Step 1: Install Coefficient and Connect to QuickBooks

1. Open your Google Sheet
2. Extensions Click onin the top menu
3. Add-ons Get add-ons Select>
4. Search for “Coefficient” and install it from the Google Workspace Marketplace
5. Extensions Coefficient Launch Once installed, open the Coefficient sidebar by clicking>>
6. Import Data In the sidebar, click
7. QuickBooks Selectfrom the list of available connectors
8. Follow the authentication prompts to connect your QuickBooks account

Step 2: Import Vendor Data from QuickBooks

1. Import from Objects & Fields In the Coefficient sidebar, select
2. Vendor From the list of available objects, select
3. Choose the specific vendor fields you want to import (e.g., Name, Email, Phone, Balance, etc.)
4. Apply any filters if you only want to import specific vendors
5. Import Clickto bring the data into your Google Sheet

Step 3: Set Up Auto-Refresh (Optional)

1. Refresh With your imported data selected, click thebutton in the Coefficient sidebar
2. Schedule Refresh Select
3. Choose your preferred refresh frequency (hourly, daily, weekly, etc.)
4. Set the specific time and days for the refresh to occur
5. Save Clickto activate the auto-refresh schedule

Now your QuickBooks vendor data will be automatically updated in your Google Sheet according to your schedule, ensuring you always have the most current information for analysis and reporting.

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:

Frequently Asked Questions

Ready to Streamline Your QuickBooks Vendor Management?

By following this guide, you’ve learned how to import your QuickBooks vendor data into Google Sheets using Coefficient. This integration allows you to create custom vendor reports, analyze spending patterns, and share insights with your team—all while keeping your data automatically updated.

free QuickBooks 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 building better vendor reports today with Coefficient!