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How To Export QuickBooks Online Data to Google Sheets
If you work with QuickBooks Online as a financial professional or business owner, chances are you're familiar with some of the platform's shortcomings with data analysis and dashboard building.
Sure, QuickBooks Online (QBO) is a great tool for cloud-based accounting and bookkeeping, but when it comes to slicing that data to create an impactful report that you can share with clients, stakeholders, or colleagues, it's always simpler to pull that data into a spreadsheet platform like Google Sheets.
So, how can you get your data from QuickBooks Online to Google Sheets quickly?
There are a few ways to do that. In this article, we'll go over how to manually export your data and also how to connect your data seamlessly through a third-party application to sync live data and create a dashboard that pulls the latest numbers hourly.
Why Export QuickBooks Online Data to Google Sheets?
There are a few reasons why you might want to analyze your QuickBooks Online data in Google Sheets. Mainly, not everyone in your organization or reporting distribution list may have access to QuickBooks Online, so the native reports in QBO aren't always accessible for sharing.
Also, if you're an enterprising financial professional looking to create impactful reports that showcase the right data to make quick decisions, QuickBooks Online doesn't allow you to add your own custom metrics, and that might not cut it for you.
By pulling your data into a spreadsheet like Google Sheets, you can slice it however you want, create pivot tables and charts, or even use the spreadsheet as a data source for a more advanced dashboard builder like Google's Looker Studio.
So, how can you do just that?
How to Export Data from QuickBooks Online to Google Sheets
Depending on what data you need to access in your spreadsheet, there are multiple ways to import your QuickBooks Online data into Google Sheets.
Batch Export QuickBooks Online Reports and Lists to Google Sheets
If you want to pull all of your data from your general ledger, journal, profit & loss, balance sheet, and trial balance into Google Sheets, you can batch export all of your data at once with this method. You can also export customer, vendor and employee data with this method as well.
- Log into QuickBooks Online
- Select your desired company file
- In the top right, click the Cog icon and select Export data
- Select your desired data range, reports, and/or lists to export and select Export to Excel
Note: You may receive an error message about your files being "Too big to export." in this case, choose a smaller date range or unselect your journal and general ledger files.
Export Individual QuickBooks Online Reports to Google Sheets
If you just want data from an individual QBO report, you can use this method.
You cannot currently export your individual Reports data as a CSV file, which would be ideal for getting it into Google Sheets. Exporting your data as an XLSX file will work, however.
- Log into QuickBooks Online
- Select your desired company file
- From there, head to the Reports section in the left-hand sidebar and run the report you wish to export.
- Once the report is generated, click the Export icon shown below and select Export to Excel.
- This will download your report data as an XLSX file, which is the native file format for Microsoft Excel. However, Google Sheets can import .xlsx files.
Here are the steps to import that .xlsx file into Google Sheets:
- Open your spreadsheet file in Google Sheets or create a new one (Pro tip: type sheets.new into your browser)
- From the File menu, select Import
- Select the Upload tab
- Drag your XLSX file into the window or click Browse and find your file that way.
You can then select from several options to import your file.
We recommend selecting Import new sheet(s) for Import Location.
Let's Take it a Step Further with LiveFlow
Now that you are exporting your QuickBooks Online data to Google Sheets and powering through your reporting, what if we could cut down on that manual work and save you eight whole days per year by turbocharging your workflow with LiveFlow
With LiveFlow, you can say goodbye to tedious manual exporting of your data from QuickBooks Online to Google Sheets because LiveFlow pulls that data automatically into a Google Sheets dashboard, keeping your reporting up-to-date for easy sharing with stakeholders.
We clocked it: it took us about two minutes to log into QuickBooks Online, export a file, and import it into our spreadsheet. Some of our customers work with 60 clients, so we're saving them two hours per month on manual exports alone!
That doesn't account for the tedium of creating dashboards, coding Sheets formulas, and custom formatting for each dashboard. LiveFlow takes care of that, too.
When you break it down, LiveFlow can save you serious time per month that you can spend doing the important stuff.
Here's what else LiveFlow can do for your business.
- Consolidation of multi-entity businesses in under 3 minutes
- Drill down into every cell without logging into QuickBooks Online.
- 100+ prebuilt financial templates, all customizable to crush your reporting in minutes and spend the time on what matters
- Unmatched security with SOC-2 standards
- Our excellent Customer Success Team ensures your onboarding is smooth
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