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Import large amounts of QuickBooks transactions to G-Sheets with Live Functions

Here's how to import tens of thousands of transactions from QuickBooks into G-Sheets or Excel with LiveFlow.

Live Functions in LiveFlow

What are Live Functions all about?

Live Functions are custom-built Google Sheets functions, managed by LiveFlow, that give your spreadsheet superpowers. You can use Live Functions just like you use any other functions in your Google Sheets formulas, but, while most functions just let you manipulate data already in your sheet, Live Functions allow you to load live data (tons of it!) right from QuickBooks, in just a few keystrokes.

Which Live Functions can I use today?

=LF_QUICKBOOKS_TRANSACTIONS(company_name, start_date, end_date, columns_to_include, refresh_on_change)

This function does exactly what it says on the tin: it allows you to load all of a company’s transactions within a given date range.

Under the hood, it uses the Transaction Detail report (without any grouping), so you can expect to see the transactions ordered by date.

=LF_QUICKBOOKS_TRANSACTIONS_WITH_SPLITS(company_name, start_date, end_date, columns_to_include, refresh_on_change))

This function works in the same way as LF_QUICKBOOKS_TRANSACTIONS, but uses the Transaction List with Splits report (without any grouping) under the hood, so you can expect to see the transactions ordered by date.

=LF_QUICKBOOKS_GENERAL_LEDGER_TRANSACTIONS(company_name, start_date, end_date, columns_to_include, refresh_on_change)

This function works in the same way as LF_QUICKBOOKS_TRANSACTIONS, but uses the General Ledger report under the hood.

The General Ledger report is grouped by account, so the results will be ordered by account, and then by date. We leave out the group headers and subtotals though, so you’ll just get the transactions.

How do I use these Live Functions?

💡 NOTE: In order to use these Live Functions with your chosen company in a given spreadsheet, you must first import a report for that company in the same spreadsheet.

The function arguments include: 

  1. The company name: in the below example this is "Demo Acme"
  2. The start date: in the below example, this is "1/23/2021"
  3. The end date: in the below example, this is "4/5/2021"
  4. Columns to include: In this argument you specify which columns to include, for instance "Date, Name, Account, Amount"
  5. Refresh on change: This argument determines when to refresh your data. We recommend setting this to TODAY(). That way your data will automatically be updated daily.

Live Functions in LiveFlow

Try Live Functions with our template

MAKE A COPY HERE

Learn how to do this step-by-step in the video below 👇

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