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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.”
QuickBooks stores all your transaction data, but getting it into Google Sheets for custom SaaS calculations usually means tedious CSV exports and manual updates.
Here’s how to create a live connection that automatically pulls raw QuickBooks data into your spreadsheets for real-time SaaS metrics.
Connect QuickBooks directly to Google Sheets using Coefficient
Coefficient creates a live API connection between QuickBooks and Google Sheets. Unlike manual CSV exports, this gives you real-time access to raw transaction data with automated refresh schedules.
How to make it work
Step 1. Connect QuickBooks to Google Sheets.
Install Coefficient from the Google Workspace Marketplace and connect your QuickBooks account. You’ll need Admin or Master Admin permissions to establish the connection. Once connected, your team can access the data without sharing credentials.
Step 2. Import raw transaction data using Objects & Fields.
Choose “Objects & Fields” import method to access granular QuickBooks data. Select objects like Invoices, Sales Receipts, Customers, and Payments. Pick specific fields you need for your SaaS calculations rather than importing everything.
Step 3. Apply dynamic filtering for focused data.
Use Coefficient’s AND/OR filtering logic to narrow down your data. Filter by date ranges, customer segments, or product lines. This keeps your imports lightweight and focused on the metrics you’re calculating.
Step 4. Set up automated refresh schedules.
Configure hourly, daily, or weekly refresh schedules so your SaaS metrics always reflect current QuickBooks data. No more manual exports or version control issues.
Start building automated SaaS reports
This approach transforms time-consuming manual processes into automated workflows that scale with your reporting needs. Try Coefficient to connect your QuickBooks data directly to Google Sheets.
