Sync QBO Reports with Google Sheets

November 14, 2022

Sync QBO Reports with Google Sheets

Whether you're a QuickBooks administrator or accountant, there will come a time when you need to view data from your company's QuickBooks Online in another program. For example, if you want to share certain financial statements with partners or investors, you won't be able to easily export that data unless you link the two programs together. With syncing between QuickBooks and Google Sheets, it is easy for users of both products to get the information they need from one program into the other.

In this article, we will show you how to sync QBO reports with Google Sheets so that any data you find in one program can easily be accessed in the other one.

Can you Sync QBO Reports with Google Sheets?

Yes, you can sync QuickBooks Online Reports into Google Sheets. By linking these two programs together, you’ll be able to easily share financial reports between accountants and business owners. Not only can you sync QuickBooks reports into Google Sheets, but you can also export data from Google Sheets into your QuickBooks software.

That being said, syncing these two programs is not automated. You will have to manually sync the data between the two programs. You will need to be a QuickBooks administrator or have administrator rights to your company’s account to link QuickBooks to Google Sheets. However, assuming that you do have access to the option, the actual process is fairly simple and straightforward.

Why Sync QBO Reports with Google Sheets?

If you’re a business owner, there are several reasons why you might choose to sync QuickBooks reports into Google Sheets. If you’re a QuickBooks administrator, you might also want to sync reports into Google Sheets so that you can share a specific financial report with another person or another team in your organization.

The main advantage of syncing QBO reports into Google Sheets is that the data can easily be accessed by other people. If you’re sharing financial reports with investors or partners, you’ll want to make sure that they can easily access these reports whenever they need to.

By syncing QBO reports into Google Sheets, you can easily share this information with others. Furthermore, the data is stored in Google Sheets, so you don’t have to worry about the security of this data or any proprietary information that might be included in your QBO files.

How do I link QuickBooks Online to Google Sheets?

There are actually a few different ways to do this including via a third-party integration service. But it isn’t hard to do yourself, just follow these simple steps. Keep in mind though that the process of synching QB with Google Sheets is a bit different in QuickBooks Desktop, QuickBooks Pro, and QuickBooks Enterprise.

To sync QuickBooks Online to Google Sheets, do the following:

1. Log in to your QuickBooks Online account.

2. Click on the “Admin” button located at the top-right corner of your screen.

3. Click on the “Company Settings” option.

4. Select “Linked Reports” from the menu on the left-hand side of the screen.

5. Click on the “Google Sheets” button to link these two programs together.

There are different patches and versions of QuickBooks Online, so if this method isn’t available to you, then you can always manually export your data via the Export function in QBO. If you go this route, we recommend saving your file as either a PDF or a CSV.

You then log in to Google Sheets, choose the option to Import Data, and select the file you exported from QBO. This manual method works with all versions of QuickBooks. This will not automatically update your QBO data in Google Sheets like synching the two accounts would do, but it’s a good contingency plan.

How To Sync QBO Reports with Google Sheets

Now that you’ve linked QuickBooks Online and Google Sheets, you can easily sync QBO reports with Google Sheets directly.

To sync QBO reports with Google Sheets, do the following:

1. Open the report that you want to sync.

2. Click on the “Export” button at the top of your report.

3. Select “Copy to Google Sheets”.

4. Select the spreadsheet that you want to import the data into.

5. Click “OK” to finish syncing the report into Google Sheets.

Again, if this method doesn’t work for you, then you can export your reports manually and then import them into QBO via the method described above.

Can QBO Export to Google Sheets?

Yes, you can export QuickBooks Online data into Google Sheets. This can be useful if you want to back up your data or if you want to create a snapshot of your financial data.

Export data from QBO into Google Sheets by following these steps:

1. Log in to your QuickBooks Online account.

2. Click on the “Admin” button located at the top-right corner of your screen.

3. Click on the “Company Settings” option.

4. Select “Export Reports” from the menu on the left-hand side of the screen.

5. Select the type of data that you want to export.

There are various ways to do this depending on which version of the QBO cloud software you’re accessing. If you encounter any problems with this method, or if it is changed by Intuit, then you can always fall back on the CSV export method described previously.

Sync QBO Reports with Google Sheets (Conclusion)

Now that you know how to sync QuickBooks Online reports into Google Sheets, you can easily share financial data between people. If you're an accountant, you can sync your client's financial data into Google Sheets and then share these reports with your client so that they can see their financial data in real-time.

In addition to syncing data, you can also use Google Sheets as a QuickBooks backup by syncing financial data into Google Sheets. In this way, you can ensure that your data is stored in multiple locations. You can also use Google Sheets to create summary reports with your QuickBooks data. These can be great for summarizing the financial data that you have in QuickBooks Online.

Recommendation

LiveFlow is the perfect complement to QBO and Google Sheets. With LiveFlow you can access financial templates and tools, such as the new Live Budget vs Actuals tool, which can save you a ton of time, money, and stress. New users can explore the platform risk-free with a 30-minute demo, so be sure to try LiveFlow today.

Continue reading

Set your financial reporting on autopilot. Goodbye manual work.

Eliminate manual data entry and create customized dashboards with live data.