Automate QuickBooks Data Export to Google Sheets in a Single Click

Whether you are asked to share the annual profit and loss report to stakeholders or you want to extract some important data from QuickBooks to make advanced analytics, manually exporting your QuickBooks report as an Excel file and then uploading it to Google Sheets would be quite overwhelming. Especially, if you have to do this more often, it becomes more daunting. If this is the case, automating the reports of QuickBooks to Google sheets is the most ideal option.

QuickBooks is a comprehensive platform that helps businesses with tools to manage different aspects. Moreover, it has numerous mechanisms for tracking aspects of your business including income, expenses, sales, overall company growth and information related to accounting. Google Sheets helps in creating reports that are attractive and understandable to clients, vendors and customers etc. They help make your data pop with colorful charts and graphs. Using built-in formulas, conditional formatting options and pivot tables, users can save time and simplify spreadsheets tasks for free. QuickBooks to Google Sheets integration helps you get better data insights and offer a wide range of benefits.

Understanding QuickBooks to Google Sheets Integration

Many ecommerce and accounting professionals are likely to perform a variety of tasks that involve creation of reports, organizing sales & purchase data and managing finances etc manually. However, they can automate the reporting process by setting up QuickBooks to Google Sheets integration in a fraction of time. Once implemented the integration, the companies can easily export data from QuickBooks to Google Sheets and customize the layout of the reports for further proceedings in more efficient ways.

Why there’s a need to connect QuickBooks to Google Sheets

Automation of reporting in Google Sheets

The integration allows for an easy fresh data flow at any point in time. In addition, it allows creating an automatically updating dashboard to monitor invoices. If the company professionals need to build a forecast that is based only on the latest information, it enables information import on a single click. Also, users can save their time and effort by automating the invoice reconciliation process in Google Sheets.

Sharing of accounting and reports data with stakeholders

From sharing your QuickBooks profit and loss reports with stakeholders to simplifying workflows, everything is made easier and efficient with QuickBooks to Google Sheets integration. Your teammates and clients can review reports, leave comments, add information and even generate new dashboards are reports while managing and controlling access to all your accounting information.

Combining of QuickBooks data with insights from other apps

Professionals can even pull QuickBooks accounting or reports data to Google Sheets and blend it with information from HubSpot and other systems. Moreover, you can create powerful dashboards that will bring enhanced visibility and benefits for the whole team. This way you can have the most comprehensive overview of your business.

Types of data you can pull from QuickBooks to Google Sheets.

• Raw accounting data
•  Invoices
• Transactions
• Balance Sheet
• Income Statement
• Cash Flow
• Profit and Loss
• Financial reports

Why use Coefficient to sync QuickBooks to Google Sheets

If you are looking forward to automate reporting processes, Coefficient allows you to set up QuickBooks to Google Sheets using one-click connector. It will make data export from QuickBooks easier and help you customize the layout of your reports.