Sync QuickBooks and google sheets Connect Quickbooks to google sheets
To provide efficiency in the work culture of promising organizations, Google Sheets was designed. It helps to make meaningful business decisions while its cloud-based architecture helps you to collaborate with anyone, anytime and anywhere. Furthermore, its compatibility with external systems removes the friction of working with multiple data sources and gives user’s freedom to create new plans while keeping their information secure.
In QuickBooks Online (QBO) Advanced, exporting to Google Sheets is an innovative feature that facilitates the smooth functioning of organizations. The users are supposed to manually feed data from QBO to Google Sheets in the following steps:-
1. Users should open the report that they wish to export.
2. Do select Google Sheets from the Export drop-down
3. Do enter the code sent to you by Intuit, verifying your identity
4. Do agree to the permission by hitting Allow
After clicking Allow, your Google account will be open for you to sign in to link the account.
Customize your own Integration
Users can create an integration of their own choice by selecting the trigger and action events listed in it. The popular integrations used by users are- integrating Invoices from QuickBooks Online to Google Sheets, adding Row in Google Sheets on a New Customer in QuickBooks Online, adding or Update a Customer in QuickBooks Online on a New Row in Google Sheets, adding Row in Google Sheets on a New Payment in QuickBooks Online, adding Row in Google Sheets on a New Invoice Line Item in QuickBooks Online, adding Row in Google Sheets on a New Expense in QuickBooks Online, adding Row in Google Sheets on a New Purchase Order in QuickBooks Online, adding Row in Google Sheets on a New Bill in QuickBooks Online.
Important data to be integrated
1. Raw accounting data
Users can export QuickBooks accounting data which primarily includes Transactions, Customers, Invoices, Payments, Employees, and other information to generate informative reports. They can visualize this information by linking it to Google Data Studio and other BI tools.
2. Financial reports
As per the company’s needs and requirements, users can export QuickBooks reports, which mainly include Balance Sheet, Income Statements, Cash Flow, Profit and Loss, Aging Receivables, and more to get the necessary information and customize their reporting. For building an auto-updating Cash Flow forecast, they can export QuickBooks Cash Flow report to Google Sheets.