Export from QuickBooks to Google Sheets

You can use Awesome Table Connectors to export from QuickBooks to Google Sheets. Exporting to Google Sheets via Awesome Table Connectors allows you to access raw data, schedule refresh to get regular updates, and configure your output sheet's layout, among other features.

This article demonstrates how to use Awesome Table Connectors to get a list of invoices and generate a balance sheet from QuickBooks and export it to Google Sheets. You can use your own QuickBooks account and follow along.

Prerequisites

You have logged in with the Awesome Table QuickBooks connector.

Export QuickBooks financial reports to Google Sheets

Export QuickBooks financial reports to Google Sheets to get a high-level view of your company's financial situation.

1. Open the Select data drop-down, and click Get report. We are generating a Balance Sheet report.

   

2. (Optional) Add one or more Filters.

   1. Open the Filters drop-down, then click Add.
   2. Choose a filter, then select a corresponding value.
   

3. (Optional) In the Output options, configure how your data will be inserted into your spreadsheet.
   

   

4. (Optional) Use the Preview & Select columns feature to choose the columns you need, edit their names, and configure a sort order.

   1. Click Preview & Select columns.
      A new window opens.
   2. Make the changes you want.
   3. Click Save changes.

5. Click Run to start your request.
   

   note

   If you are running a request for the first time, the Permission needed pop-up window opens.

   1. Click Sign in with Google.
   2. Select the Google account you want to use with Awesome Table.
   3. Click Allow to grant Awesome Table the required permissions.

   Awesome Table Connectors informs you if you successfully exported to Google Sheets.

   
   

You have successfully exported a balance sheet report from QuickBooks into Google Sheets. Successful requests are automatically saved and displayed in the Home screen.

Export QuickBooks accounting records to Google Sheets

Export QuickBooks accounting records to Google Sheets to get a detailed history of your company's financial transactions.

1. Open the Select data drop-down and select what you want to export.

   We are exporting Invoices.

   

2. (Optional) Add one or more Filters.

   1. Open the Filters drop-down, then click Add.
   2. Choose a filter, then select a corresponding value.
   note

   You can add one or more filters if you export invoices.

   

   • For Due date and Create date, you can define the Date range.
   • For Balance and Document number, you can select an Operator and define a Value.
   note

   To add more filters, click Add again.

3. (Optional) In the Output options, configure how your data will be inserted into your spreadsheet.
   

   

4. (Optional) Use the Preview & Select columns feature to choose the columns you need, edit their names, and configure a sort order.

   1. Click Preview & Select columns.
      A new window opens.
   2. Make the changes you want.
   3. Click Save changes.

5. Click Run to start your request.
   

   note

   If you are running a request for the first time, the Permission needed pop-up window opens.

   1. Click Sign in with Google.
   2. Select the Google account you want to use with Awesome Table.
   3. Click Allow to grant Awesome Table the required permissions.

   Awesome Table Connectors informs you if you successfully exported to Google Sheets.

   
   

You have successfully exported invoices from QuickBooks to Google Sheets. Successful requests are automatically saved and displayed in the Home screen.

What's next

Schedule a refresh to get regular updates.