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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.”
You can automatically sync QuickBooks invoices to Google Sheets with real-time updates using automated refresh scheduling. This eliminates manual CSV downloads and keeps your invoice data current without constant intervention.
Here’s how to set up automated invoice syncing that refreshes hourly, daily, or weekly based on your needs.
Set up automated invoice syncing using Coefficient
Coefficient connects directly to QuickBooks through API integration, bypassing the platform’s native export limitations. Unlike manual CSV downloads, this method provides live data updates and automatic field mapping that preserves all invoice relationships.
How to make it work
Step 1. Connect your QuickBooks account through Coefficient.
You’ll need Admin or Master Admin permissions for this connection. Navigate to the Coefficient sidebar in Google Sheets and select QuickBooks as your data source. The connection process authenticates through QuickBooks’ secure API.
Step 2. Select your invoice data using the “From Objects & Fields” import method.
This method lets you choose specific invoice fields rather than importing everything. Select Invoice as your primary object, then customize which fields you need – invoice date, amount, customer, status, or any custom fields you’ve created in QuickBooks.
Step 3. Apply filtering to focus on specific invoice criteria.
Use dynamic date-logic filters to automatically capture new invoices without manual updates. Set filters for date ranges, customer types, or invoice status. For example, filter for invoices from “last 30 days” and the system will automatically adjust this range each day.
Step 4. Configure automated refresh scheduling.
Choose hourly, daily, or weekly refresh intervals based on how current you need your data. Hourly refreshes work well for active businesses that need real-time invoice tracking, while daily updates suit most standard reporting needs.
Step 5. Set up incremental filtering to avoid API limits.
QuickBooks has a 400,000 cell limit for API responses. Use incremental date filtering to work around this – instead of pulling all historical invoices, focus on rolling periods like “current month” or “last quarter” to keep data fresh and lightweight.
Start tracking invoices automatically
Automated invoice syncing transforms static QuickBooks data into live financial tracking. Your Google Sheets will update automatically, giving you current invoice status without manual work. Try Coefficient to set up your automated invoice dashboard today.
