Yes, you can sync QuickBooks data to Google Sheets automatically without any API development or coding skills. While QuickBooks Online only offers manual CSV exports, there’s a much better way to create live data connections.
Here’s how to set up automatic data sync that updates your Google Sheets whenever your QuickBooks data changes, plus how to schedule regular updates.
Create automatic QuickBooks to Google Sheets sync using Coefficient
Coefficient eliminates the need for manual API work by providing a direct, no-code connection between QuickBooks Online and Google Sheets. Unlike QuickBooks’ native functionality that requires downloading CSV files every time you need updated data, Coefficient creates persistent live connections that update automatically.
How to make it work
Step 1. Connect your QuickBooks Online account to Coefficient.
You’ll need Admin or Master Admin permissions in QuickBooks to establish the connection. Install Coefficient from the Google Workspace Marketplace, then use the native QuickBooks connector to link your account. No API keys, coding, or developer resources required.
Step 2. Select your QuickBooks data source.
Choose from over 22 standard QuickBooks reports like Balance Sheet, Profit & Loss, or Cash Flow Statement. You can also import specific objects like Invoices, Customers, Vendors, or Payments with custom field selection and filtering options.
Step 3. Configure automatic updates.
Set up scheduled data refreshes to run hourly, daily, or weekly through Coefficient’s automated scheduling feature. You can also trigger manual updates anytime using the on-sheet refresh button or sidebar panel.
Step 4. Apply filters and customize your import.
Use Coefficient’s filtering capabilities to focus on specific date ranges, accounts, or other criteria using AND/OR logic. This keeps your imports lightweight and focused on the data you actually need.
Start syncing your QuickBooks data automatically
Automatic QuickBooks to Google Sheets sync transforms static financial data into dynamic, always-current dashboards that your entire team can access. Get started with Coefficient to eliminate manual exports forever.