By default, you can manually export a report generated in QuickBooks to Excel or PDF. For example, this is how it looks with the Balance Sheet report exported to Excel:
It’s quite uncomfortable to do this recurrently, let’s say once a week or more often. In this case, you’re better off automating export of QuickBooks reports to Google Sheets. Below you’ll find out how this can be done in less than five minutes and without a single line of code.
Export data from QuickBooks Reports to
Excel Google Sheets on a custom schedule
To connect QuickBooks to Google Sheets, you’ll need to make two steps:
- Install a GSheets add-on, Coupler.io
- Set up a QuickBooks Reports importer
- Connect to your QuickBooks account
- Specify the report you want to export
Install Coupler.io from the G Suite Marketplace.
Set up a QuickBooks Reports importer
Importer is an integration to connect to a certain data source. For QuickBooks, Coupler.io provides two importers:
- QuickBooks – to import raw data (Invoice Items, Refund Receipts, Purchase Orders, etc.) from QuickBooks to Google Sheets. Check out our blog post to learn more about how to set up a QuickBooks to Google Sheets integration.
- QuickBooks Reports – to import preset reports (Balance Sheet, Profit and Loss, Cash Flow, etc.) from QuickBooks to Google Sheets.
We need the second one. So open a Google Sheets document, go to the Add-ons menu, select Coupler.io, and click on Open dashboard. After that, click +Add Importer and choose QuickBooks Reports.
Make the following steps to set it up:
1. Fill out the “Title” field
Enter the name of your importer.
2. Set up your data source
2.1. Connect to your QuickBooks Account
- Click Connect.
- Sign in to your QuickBooks account and verify yourself (enter the verification code sent to you by email).
2.2. Select Report
Click on the field and select the type of QuickBooks report to import. You can choose from the following QuickBooks reports:
- Account List Detailed
- AP Aging Detail
- AP Aging Summary
- AR Aging Detail
- AR Aging Summary
- Balance Sheet
- Cash Flow
- Customer Balance
- Customer Balance Detail
- Customer Income
- Expenses by Vendor
- General Ledger Detail
- Inventory Valuation Summary
- Journal Report
- Profit And Loss Summary
- Profit And Loss Detail
- Sales by Class Summary
- Sales by Customer
- Sales by Department
- Sales by Product
- Tax Summary
- Transaction List
- Trial Balance
- Vendor Balance
- Vendor Balance Detail
Click Show advanced to expand the optional parameters for your data source.
2.3. Fill out the “Query Parameters” field
In this field, you can specify query parameters to customize the data returned in the report. For example, you can set the start and end dates of the report, as well as the sort order. Query parameters differ by the type of QuickBooks report. Check out the list of the available query parameters.
3. Set up your data destination
3.1. Fill out the “Sheet name” field
Name the sheet that will be receiving data.
4. Configure importer’s settings
4.1. Enable the Automatic data refresh
- Select “Interval”
- Select “Days of week”
- Specify “Time range”
Check out more about Automatic data refresh.
Information about additional settings for your data destination and settings is available at the Coupler.io knowledge base.
That’s it. Click Save to save the parameters or Save & Run to save the parameters and run the initial import right away. Here is how the imported Balance Sheet report looks in Google Sheets:
Why export reports from QuickBooks to Google Sheets?
Initially, the Coupler.io product team did not consider the Report entity as something that users may need to import to spreadsheets. However, one of the users pointed out the automated export of QuickBooks reports.
You’re also welcome to contact us if any support is needed or you’d like to have a certain importer with Google Sheets. Fill out this form and specify where you want to import data from. Good luck!