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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 sync QuickBooks transaction lists to Google Sheets automatically without manual CSV exports by creating direct API connections that update continuously with live transaction data.
This method eliminates file management, version control issues, and manual download processes while maintaining real-time access to your transaction data.
Create live transaction sync using Coefficient
Coefficient provides direct QuickBooks transaction sync to Google Sheets, completely eliminating manual CSV exports and data manipulation. This creates a live connection to your transaction data with automatic updates and preserved formatting.
How to make it work
Step 1. Connect QuickBooks Online to Google Sheets.
Install Coefficient from the Google Workspace Marketplace and authorize your QuickBooks connection. This creates a direct API link that bypasses all manual export requirements.
Step 2. Import transaction data using “From QuickBooks Report”.
Select the “Transaction List” report to import all transaction types in one unified view. This maintains QuickBooks’ native report structure while providing direct data access in Google Sheets.
Step 3. Use “From Objects & Fields” for custom transaction imports.
Import specific transaction objects like Invoices, Bills, Payments, or Journal Entries with custom field selection. This gives you greater control over data structure and the ability to join related data like Customer information with Invoices.
Step 4. Apply filters and date ranges.
Filter by transaction type, date range, customer, amount, or custom fields using Coefficient’s filtering capabilities. Use dynamic date filters like “Last 30 days” or “Current Month” for automated period selection.
Step 5. Schedule automated refreshes.
Set refresh schedules from hourly for real-time monitoring to daily for standard reporting needs. Enable manual refresh buttons for on-demand updates when you need immediate transaction visibility.
Step 6. Build transaction analysis and monitoring.
Create running balances, cash flow projections, and pivot tables for transaction summaries. Set up conditional formatting to highlight large transactions or overdue payments automatically.
Access real-time transaction data automatically
This solution transforms static transaction exports into dynamic, always-current Google Sheets that update automatically with your latest QuickBooks transactions. You eliminate manual downloads while gaining real-time visibility into your financial activity. Start syncing your transaction data today.
