How To Connect Quickbooks Online to Google Sheets

January 25, 2024

How To Connect Quickbooks Online to Google Sheets

How To Connect Quickbooks Online to Google Sheets

Are you tired of manually exporting data from Quickbooks Online (QBO) to your Google Sheets spreadsheets?

Let’s think for a second. It is 2024. Whether you are an accountant, a financial analyst or just taking control of your personal finances, it is a real pain to manually import QBO files into your spreadsheets.

Wish you could sync the two platforms so your reports were always up to date? You are in luck.

Before we dive in, let's get acquainted. We are LiveFlow, and we created the most flexible platform for connecting QuickBooks Online to Google Sheets, bar none. With that said, we took the time to research every way you can sync QBO to Sheets, so you can make an informed decision for yourself and your data.

Strap in. This is a long article.

Every Way to Integrate Quickbooks Online with Google Sheets

One last note: we broke down every option currently on the market to link Quickbooks Online to Google Sheets, including directions for linking the two platforms with the given integration, and pros and cons with the intention of being as unbiased as possible.

Here we go.

1. LiveFlow 

LiveFlow is more than just a data connector, it is a game changer in the world of financial data management. It seamlessly connects QuickBooks Online with Google Sheets making your life as a finance professional so much easier.

Here are just some of the features LiveFlow offers:

  • Fast, live updates of your QBO reports once synced with LiveFlow
  • Consolidation of multi-entity businesses in under 3 minutes
  • Drill down into every transaction you need the context about without logging into QuickBooks Online
  • 100+ prebuilt financial templates, all totally customizable to crush your reporting in minutes and spend the time on what really matters
  • Unmatched security with SOC-2 standards
  • Our awesome Customer Success Team to ensure your onboarding is smooth

We are also adding new features, templates and integrations all the time. If your shop runs on Microsoft Excel, we have an integration on the way for that, too.

It's not just about connecting two platforms, it's about elevating your entire approach to financial data management, making your workflow as efficient and insightful as possible.

Steps to Connect QuickBooks to Google Sheets with LiveFlow:

  1. Install LiveFlow: This straightforward process ensures a quick setup.

  1. Open LiveFlow: Once installed, simply open LiveFlow directly within your Google Sheet. 

  1. Connect Your QuickBooks Online Account: Connect your QuickBooks Online account effortlessly to LiveFlow, granting seamless, accurate and secure data flow into your Google Sheets.

  1. Import Your Reports: LiveFlow supports an extensive range of reports, including vital ones like Profit & Loss, Cash Flow, and Balance Sheet and many more. Importing these reports into your Google Sheets is a breeze.

  1. Manage Multiple Companies: LiveFlow allows you to efficiently connect and manage multiple QuickBooks companies, making it particularly valuable for accountants handling various clients.

How LiveFlow Syncs Your Quickbooks Online Data

LiveFlow offers multiple ways to keep your Google Sheets reports updated with the latest data from QBO.

  • Manual updates: Clicking "Refresh All Reports" from the LiveFlow menu updates all your QuickBooks reports simultaneously.

  • Refresh individually: For precise control, head to the "Manage Reports" tab and refresh each report individually as per your needs.

  • Refresh when opening your spreadsheet: LiveFlow can remind you to refresh your reports every time you open or reload your spreadsheet.

  • Set up hourly refresh: Opt for hourly data refresh for complete automation. LiveFlow ensures your reports are refreshed every hour, perfect for real-time dashboards and sharing with clients or stakeholders. You can truly set and forget.

Pros:

  • Easy Installation: Getting started with LiveFlow is hassle-free and takes just minutes.

  • Diverse Report Support: LiveFlow supports a wide variety of reports, such as P&L, Balance Sheet, Cash Flow, A/P, A/R, Trial Balance, General Ledger, Income by Customer Summary, Account List, Profit & Loss Detail, Transaction List, and others, empowering you with customizable options for your financial analysis.

  • Multiple Templates: LiveFlow offers a library of 100+ templates, including MoMProfit & Loss, Budgets vs. Actuals, Marketing P&L, and Financial KPIs templates that are available for plug and play, and totally customizable for your specific needs.

  • Multi-Account Management: Easily connect and manage multiple QuickBooks accounts without logging back into QuickBooks Online, catering to your diverse reporting needs or handling different clients.

  • Customization: Create live Budget vs. Actuals reports, automate consolidated reporting, and tailor your financial workflows to meet specific business requirements.

Cons:

  • QuickBooks Exclusive: As of now, LiveFlow only integrates with QuickBooks online. However, we have a planned Xero integration on the roadmap.

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2. Zapier

Zapier


Zapier offers a way to connect QuickBooks with Google Sheets. Use the following steps to configure their data connector.

Steps to Connect QuickBooks to Google Sheets with Zapier:

  1. Connect Your Accounts

  • Log into Zapier and link your QuickBooks Online account to the Zapier platform, granting the necessary permissions.

  • Connect your Google Sheets account to Zapier, ensuring the path for data flow is clear and authorized.

  1. Create Your Zaps

  • Set up your custom automated workflows, known as Zaps.

  • Choose Google Sheets as your app and select your trigger event, like a new spreadsheet, then confirm by testing the trigger.

  1. Configuration

  • Select QuickBooks Online as your action app and choose your action event, such as creating an invoice.

  • Fill in the essential details for your action, like customer value and billing address, and proceed to test.

  1. Activate Your Zap

  • After a successful test, confirming real-time data sync, turn on your Zap to automate the data flow between QuickBooks and Google Sheets.

  • Add more actions as needed, tailoring your Zap to your business requirements.

Pros:

  • Simplicity: Zapier features a no-code interface

  • Versatility: Zapier connects with over 2,000 apps.

Cons:

  • Limited Data Control: The need to specify each data import creates a manual workload, reducing the potential for a real comprehensive automation.

  • Restricted Customization: While you can automate basic tasks, the lack of deep customization and control may leave complex needs unmet. LiveFlow strikes that sweet balance between simplicity and customization. You can easily automate everyday tasks, but if you've got some tricky, unique stuff to do, our platform lets you tailor your workflows to fit like your favorite pair of jeans.

  • Scope of Integration: Unlike Liveflow, Zapier offers a limited library of templates, so you may need to spend hours building reports manually.  

3. G- Accon

G- Accon

G-Accon also offers a solution to bridge the gap between a QuickBooks Online account and Google Sheets.

Steps to Connect QuickBooks to Google Sheets with G-Accon:

  1. Install and Authenticate: Add G-Accon to your Google Sheets and authenticate it with your QuickBooks account.

  1. Select Reports: Choose from a wide range of report types, including P&L, Cash Flow, and Balance Sheet, and import them into your spreadsheet.

  1. Manage Multiple Accounts: Connect to and manage data from multiple QuickBooks accounts.

  1. Navigate and Learn: Take time to familiarize yourself with G-Accon's functionalities and navigation.

Pros:

  • Extensive Report Options: G-Accon supports nearly all report types from QuickBooks, providing comprehensive data integration.

  • Multiple Account Connectivity: Ability to link multiple QuickBooks accounts, enhancing flexibility in data management.

Cons:

  • User Interface: Users might find G-Accon's interface outdated and less intuitive, requiring a learning curve to master its functionalities. In contrast, LiveFlow boasts an intuitive and modern user interface, making it easy for users to navigate and harness its capabilities without a steep learning curve.

  • Account Switching Inconvenience: Handling multiple QuickBooks accounts can be inconvenient due to the need to sign in and out repeatedly, a process that demands time and patience. With LiveFlow, managing multiple QuickBooks accounts is smooth. You can connect and switch between various accounts without the need for constant sign-in and sign-out hassles.

  • Not Compliant with SOC-2 Security Standards

4. Coefficient

Coefficient

Coefficient is another no-code solution that allows you to connect QuickBooks data with Google Sheets. 

Steps to Connect QuickBooks to Google Sheets with Coefficient:

  1. Install Coefficient:

  • Navigate to Extensions > Add-ons > Get Add-ons in Google Sheets.

  • Search for Coefficient in the Google Workspace Marketplace.

  • Install the app and authorize access to your Google Account.

  • Launch Coefficient from the Extensions menu in Google Sheets.

  1. Initiate Data Import:

  • Use the Coefficient sidebar and click "Import from…".

  • Choose QuickBooks as your data source and authorize Coefficient to connect to your QuickBooks account.

  • Connect and select the specific QuickBooks reports you wish to import.

  1. Customize Your Import:

  • Apply filters such as Report Period, Due Date, and Transaction Type.

  • Select the fields you wish to include in your import and give it a name.

  • Import your data and watch as it auto-populates in Google Sheets in seconds.

  1. Automate Data Updates:

  • Set up an auto-refresh schedule for hourly, daily, or weekly updates.

  • You’ll have synchronization of live data into Google Sheets for real-time reporting and analysis.

  • Schedule Snapshots to preserve a copy of your data before updates.

Pros:

  • Speed and Simplicity: The installation process is simple and straightforward.

  • Real-Time Data Access: Automatic data updates keep your spreadsheet populated with the latest QuickBooks Online data.

  • Workflow Automation: Coefficient not only imports accounting data but also automates various spreadsheet tasks, such as invoice reconciliation.

Cons:

  • Limited Customization: Coefficient's suite of customization doesn't offer many features, lacks granularity.

  • Minimal Templates: There aren’t many pre-set templates to choose from that make life easier for the users. LiveFlow offers multiple templates and we are open to listening and creating your very own custom template!

  • Feature Accessibility: Access to the full set of features requires an upgrade, which might limit users working with the basic version. 

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5. CData

C Data

CData offers solutions for connecting QuickBooks Online with Google Sheets.

Steps to Connect QuickBooks to Google Sheets with C Data:

  1. Initial Setup and Authentication:


  • Start by signing up for a free trial of CData Connect Cloud and install the free Connect Cloud Google Sheets Add-On.

  • Authenticate this setup by signing into your QuickBooks Online account through CData Connect Cloud, ensuring a secure connection.

  1. Configuring the Connection:


  • In Connect Cloud, navigate to the 'Connections' section and add QuickBooks Online as your new connection.

  • Customize your connectivity by updating User-based permissions to align with your data access and analysis needs.

  1. Launching the Connection in Google Sheets:


  • Open Google Sheets, initiate the CData Connect Cloud Add-On, and authorize it to bridge the connection with your Connect Cloud instance.

  • Select and import the QuickBooks data you need, from financial reports to individual transactions, directly into your Google Sheets.

  1. Tailoring Your Data Experience:


  • Customize your data import by choosing specific tables, like 'Customers', and refine the data fetched with filters, sorting, and set limits.

  • Execute the import and get your Google Sheets populated with live QuickBooks Online data, ready for analysis and collaboration.

  1. Maintaining Data Freshness:


  • Set up automatic updates within the CData Connect Cloud Add-On to keep your Google Sheets synced with the latest data from QuickBooks Online, ensuring you're always up-to-date without manual intervention.

Pros:

  • Customized Data Selection: You can tailor the data imported into Google Sheets.

  • Automated Updates: Set up scheduled data updates to keep your Google Sheets continuously refreshed with current financial data.

  • Multiple integrations: With C Data you can access data from a variety of data sources. 

Cons:

  • Initial Setup Complexity: CData demands a considerable investment of time and technical know-how to navigate its complexities during the initial setup.

  • Complex Data Queries: To tailor your data precisely, CData requires you to construct and remember intricate data queries within Google Sheets, adding a layer of complexity to your data handling process.

  • Generalized Data Focus: CData offers a broad approach to data integration, but it might not provide the depth of financial specificity and focus that platforms like LiveFlow are known for.

6. Google Apps Script

Google Apps Script

If you want to get really hands on, the Google Apps scripting platform allows you to code your own custom API connecting Quickbooks Online and Google Sheets. However, it is a lot of work (trust us!)

Steps to Connect QuickBooks to Google Sheets with Google Apps Script:

  1. Script Development: Create custom scripts within Google Sheets for integration.

  1. Authentication: Set up secure authentication to access QuickBooks Online data.

  1. Data Integration: Implement the script to import QuickBooks data into your Google Sheets.

Pros:

  • Custom Scripting: Google Apps Script allows for custom script development tailored to your integration needs.

Cons:

  • Coding Expertise Required: Users without coding skills may find Google Apps Script challenging to work with.

  • Long initial setup: Building your own app requires a significant time investment.

  • Maintenance and debugging: Even after launch, a lot of time will be required to keep the app running.

Who has time to code their own app?
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7. Coupler.io

Coupler.io

Coupler.io is another tool designed to connect QuickBooks Online with Google Sheets.

Steps to Connect QuickBooks to Google Sheets with Coupler.io:

  1. Register Your Coupler.io Account:

  • Choose between the web version or the Coupler.io add-on for Google Sheets.

  • Register using your Google, Microsoft, Xero account, or email and password.

  1. Set Up QuickBooks as a Source:

  • Click 'Add Importer' and select QuickBooks or QuickBooks Reports.

  • Connect and authorize your QuickBooks account.

  • Select data entities (e.g., Invoices, Payments) and optional settings (e.g., reporting periods, filters).

  1. Select Google Sheets as a Destination:

  • Choose Google Sheets as your data destination.

  • Connect your Google account.

  • Specify the sheet, starting cell, and import mode for your data.

  1. Preview and Transform Your Data:

  • Preview your data before exporting.

  • Manage columns: hide, add, rename, reorder, change type, or merge.

  • Filter data based on specific criteria.

  • Perform calculations within the Coupler.io interface.

  1. Schedule Automatic Data Imports:

  • Toggle on Automatic data refresh.

  • Customize the schedule: interval, days of the week, time, and time zone.

  • Click Save and Run to start the schedule.

  • Access your spreadsheet with QuickBooks data by clicking View Results after import.

Pros:

  • Simplified Integration: Coupler.io offers an easy-to-use solution for connecting QuickBooks Online with Google Sheets.

  • Customizable Data Import: You can customize the import settings to suit your reporting needs.

Cons:

  • Limited Data Control: Users may find the options for data control somewhat restrictive, especially for advanced customization.

8. Skyvia

Skyvia

Skyvia is a data connector service that offers connectivity between various data sources, including QuickBooks Online and Google Sheets. 

Steps to Connect QuickBooks to Google Sheets with Skyvia:

  1. Establishing Connection:

  • Start by logging into your QuickBooks account via Skyvia.

  • Rest assured, Skyvia securely stores only the OAuth authentication token, not your QuickBooks login or password.

  1. Creating Connection:

  • Choose your QuickBooks environment: Production or Sandbox.

  • Click 'Connect to QuickBooks' to proceed.

  1. Authentication and Company Selection:

  • Enter your QuickBooks credentials and hit 'Sign In'.

  • Select the desired company from which you want to query data by clicking the corresponding company name link.

  1. Finalizing Connection:

  • Await the generation of the token.

  • Once generated, click 'Create Connection' to finalize the integration.

Pros:

  • Data Integration Flexibility: Skyvia offers flexibility in integrating various data sources, including QuickBooks Online.

  • Mapping and Transformation: You can customize data mapping and transformation according to your needs.

Cons:

  • Complexity for Novices: Users new to data integration may find Skyvia's interface and features overwhelming and challenging to navigate. If you are looking for something a bit more approachable, LiveFlow is a much more user-friendly package.

9. Integrately.ai

Integrately

Integrately is an integration platform that facilitates connections between different applications, including QuickBooks Online and Google Sheets.

Steps to Connect QuickBooks to Google Sheets with Integrately.ai:

  1. Account Setup: Create an Integrately.ai account and log in.

  1. Choose Applications: Select QuickBooks Online and Google Sheets as the applications you want to integrate.

  1. Define Triggers and Actions: Set up triggers in QuickBooks Online and corresponding actions in Google Sheets.

  1. Test and Activate: Test the integration and activate it.

Pros:

  • Customizable Triggers and Actions: You can customize triggers and actions to suit your specific needs.

Cons:

  • Limited Integration Options: Integrately.ai may have limitations in terms of the number and variety of applications it can connect. 

10. N8n

N8n

N8n is an open-source workflow automation tool that enables integration between different services and applications, including QuickBooks Online and Google Sheets.

Steps to Connect QuickBooks to Google Sheets with N8n:

  1. N8n Installation: Install and set up N8n on your server or cloud instance.

  1. Create a Workflow: Build a workflow in N8n that includes QuickBooks Online and Google Sheets nodes.

  1. Configuration: Configure nodes with the necessary credentials and settings.

  1. Execute Workflow: Run the workflow to integrate QuickBooks Online data into Google Sheets.

Pros:

  • Workflow Automation: N8n provides powerful workflow automation capabilities for data integration.

  • Customizable Workflows: Users can create highly customized workflows to meet their specific integration needs.

Cons:

  • Complex Workflow Setup: Setting up complex workflows in N8n can be intricate and time-consuming.

Ready to Transform Your Workflow?

Phew. You're still here? 

As you are now acutely aware, there are a lot of data connectors you can use to connect your data from Quickbooks Online to Google Sheets.

So what should you look for as a finance professional trying to automate your workflows? Well, at LiveFlow, we think you need more than just a data connector.

  • You need a fast and flexible platform that can accommodate your reporting needs
  • You need 100+ free spreadsheet templates ready to go whenever you need to build a new report
  • You need a team of finance experts behind you to support you around the clock
  • You need airtight security to keep your data safe

Above all, you need a plug and play solution without a steep learning curve. LiveFlow offers all of that and more.

Let's talk.

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