Connect QuickBooks to Google Sheets
Windsor helps sync your QuickBooks data with Google Sheets within a few minutes. Say goodbye to the inconvenience of manual data entry. Save more time and boost your business’s productivity.
Why do I need QuickBooks and Google Sheets integration?
Together, QuickBooks and Google Sheets can benefit your business in multiple ways:
Automation of Google Sheets reporting
QuickBooks and Google Sheets integration facilitates free data flow between the two platforms. Leverage this to create a dashboard that automatically updates itself to track overdue invoices. Import data to develop a prediction only based on the most current information.
Real-time data updates
Every transaction that’s recorded in QuickBooks is mirrored in Google Sheets immediately. This ensures you always have the most recent financial info and are able to make informed decisions fast.
Share reports with relevant parties
Let your clients and other stakeholders see and review the different QuickBooks reports you share. Allow them to comment and give additional input to enhance your business activities. You can do all this without granting these users access to all your account info.
Save on costs
Integrating Google Sheets with QuickBooks enables your business to benefit from cloud-based management without purchasing pricey software licenses, saving you a lot of money.
Enjoy workflow efficiency
By automating repetitive activities through add-ons and scripts, Google Sheets improves workflow efficiency. Automate export/import data processes, execute calculations, and trigger notifications based on set criteria to reduce manual effort. Complete various business activities on time and meet project deadlines for overall business efficiency.
Increase collaboration
When you connect QuickBooks to Google Sheets, you access the latter platform’s collaborative features. For your business, this means employees can work on the same document concurrently, promoting teamwork and cross-departmental collaboration. You can also enjoy additional perks like improved communication and efficiency in performing financial tasks.
Connect QuickBooks to Google Sheets
1. Register
Register or login if you already have an account.
2. Select your source
You need to select Quickbooks as a Data Source and Grant Access to Windsor.ai.
3. Select Destination
Choose Google Sheets as the destination.
4. Sync your Data
You can choose between two options:
Option 1: Advanced and for large data volumes
1. Click this link to install the Google Sheets add-on
2. Go to Extension – Ad Data and Analytics by Windsor.ai – Login
3. Enter your API key: [your API Key] and click Login
4. Start using the add-on in Google Sheets from the Add-ons menu in Extension – Ad Data and Analytics by Windsor.ai – Get Data into Sheet in Google Sheets document and select your fields
Option 2: Quickstart
1. Copy the snippet below into your Google Sheet. Only works for fast queries below 60 seconds, use the add-on in case of issues.
2. The URL works as an API data feed and the fields can be adjusted with the parameters in the URL.
3. You can add any field that is available in the data sources you have added.
=IMPORTDATA(“https://connectors.windsor.ai/quora?api_key=[your API Key]&date_preset=last_28d&fields=account_name,clicks,date&_renderer=googlesheets")
and replace [your API Key] with your API key. The list of selected fields must contain a date field. The fields which are listed after &fields= are simply a set of standard fields which you can customise.
FAQs
What is QuickBooks?
QuickBooks is a feature-packed financial management suite that provides complete accounting packages for users. It also includes online, desktop, and cloud-based solutions for monitoring all financial data and generating reports of any facet of the business. The app provides various features, such as online banking, remote access capabilities, e-payment functions, etc.
What is Google Sheets?
Google Sheets is an online app for creating, editing, updating, and adjusting spreadsheets in real time. The features in this software are more like the ones you will find in a typical spreadsheet. What sets it apart from other programs, however, is its ability to simultaneously facilitate the collaboration of different users spread across various geographical areas on the spreadsheet and allow them to chat via a built-in instant messaging platform.
What data can you extract from QuickBooks?
Here’s a list of the data you can extract from QuickBooks:
- Revenue Analysis
- Expense Management
- Profitability Assessment
- Cash Flow Analysis
- Budget Analysis
- Financial Forecasting
- Customer Acquisition Cost
- Vendor Analysis
- Inventory Management
- Financial Compliance
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Extract QuickBooks data to Google Sheets with Windsor.ai
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