How to Integrate Google Sheets with QuickBooks Online?

by James Antonio

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Since its emergence, QuickBooks has become a software that every organization, be it small, medium, or big, seeks. As a result, most of the businesses are found upgrading their platforms and switching to QuickBooks. However, there are times when users have a well-organized dataset available for use, but they still find QuickBooks a better platform to wholly operate from. Especially, when it’s a Google Sheet, which are accessible and available online, users refrain from capturing the storage space to its limit and transfer the required lists to QuickBooks. Learn steps to Integrate Google Sheets with QuickBooks Online.

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What are Google Sheets?

Google Sheets is similar to Excel sheets, which store data in the form of rows and columns. These spreadsheet programs are part of the Google Docs Editors suite from Google. It is free for use And completely web-based. Though Excel sheets are used by users widely, Google sheets have Become more preferable being an online option accessible from whichever device available.

What is integrating Google Sheets with QuickBooks?

Integration literally means to connect, join, or sync two or more things. By integrating Google Sheets with QuickBooks, the data stored could be shared on a common platform and users can get access to and availability of the required data as and when required. When Google Sheets and QuickBooks connect, you can easily use the data stored on the Google Docs Editors Suite product while being on QuickBooks.

When you integrate Google Sheets with QuickBooks, you can generate invoices, process payments in QuickBooks online automatically without having to establish a connection between the two every time you log in. Synching the two will allow you to create rows, search data, retrieve data, and update information in Google Sheets.

Why is Integrating Google Sheets with QuickBooks required?

While you know what you can achieve by integrating Google Sheets with QuickBooks, let’s discuss the reasons that make synchronization important and much-needed. By syncing Google Sheets with QuickBooks:

  • You can automate reporting in Google Sheets by automating the invoice reconciliation process.
  • You can easily share accounting and reports all data to stakeholders.
  • You can use QuickBooks collectively with other apps for powerful visibility and transparent dashboards.
  • You can update customer information in Google Sheets as soon as a customer is added to QuickBooks.

How to Integrate Google Sheets with QuickBooks

Here is how you can integrate Google Sheets with QuickBooks:

Option A: Integrating Google Sheets and QuickBooks Online

  • Go for authentication of Google Sheets and QuickBooks Online.
  • You can choose an app that will quicken the automation process.
  • Select a resulting action from the other app being used.
  • Choose the data to be sent from one platform (QuickBooks/ Google Sheets) to the other (Google Sheets/ QuickBooks).
  • You’re done as the data gets transferred.

Option 2: Exporting data to Google Sheets from QuickBooks Online

In QuickBooks Online (QBO) advanced version, you already have an inbuilt function to export data to Google Sheets from QBO. However, the same is not available in the QBO version yet. Thus, to reflect the QBO data to Google Sheets, manual export is required. The steps are here:

  • Open QuickBooks.
  • Select the reports to be exported.
  • Move to the Export section.
  • Click on the drop-down.
  • Choose Google Sheets.
  • Enter the code you have received from Intuit for verification.
  • Click on Allow to give your consent to the export process.

As soon as you perform the above step, your Google account will open and ask you to sign in to establish the link.

Once the link is established, your data transfer from one app to another gets automated.

The steps to be followed are easy enough, but there are chances of you getting confused in the process. If you feel stuck at any point in time, you can connect with our technical assistance at any hour of the day. Our professionals are available 24/7 to guide and assist you.

The technical experts will either guide you through the integration process over a call or might access your system remotely to attend to the issue personally. Give it a try and we will help you at the point you get stuck. So, don’t worry! Integrate your Google Sheets with QuickBooks today!

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What does Integrating Google Sheets and QuickBooks mean?

Integration literally means to connect, join, or sync two or more things. By integrating Google Sheets with QuickBooks, the data stored could be shared on a common platform and users can get access to and availability of the required data as and when required. When Google Sheets and QuickBooks connect, you can easily use the data stored on the Google Docs Editors Suite product while being on QuickBooks.

Why do you Need to Integrate Google Sheets with QuickBooks?

By syncing Google Sheets with QuickBooks:

You can automate reporting in Google Sheets by automating the invoice reconciliation process.
You can easily share accounting and reports all data to stakeholders.
You can use QuickBooks collectively with other apps for powerful visibility and transparent dashboards.
You can update customer information in Google Sheets as soon as a customer is added to QuickBooks.

Why do you need a Web Connector for Integrating Google Sheets with QuickBooks? How to install it?

Having a proper web connector will help in the smooth running of the integration as well as ensure time to time updates as and when required.

Step I: Install and Download the QuickBooks Web Connector

Download the installer.
Right-click on the downloaded installer.
Choose the Extract All option.
Follow the guidelines on the screen.
Finish the installation process.

Step II: Add the App to Connector

Go to the File menu.
Choose the Update Web Service option.
Move to Manage Web Apps.
Click on Set up.
Select Connect to QuickBooks.
Open QuickBooks.
Click on Done.
Click Yes to confirm the completion.

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Features of Dancing Numbers for QuickBooks Desktop

Imports

Imports

Exports

Exports

Deletes

Deletes

Customization

Customization

Supported Entities/Lists

Dancing Numbers supports all QuickBooks entities that are mentioned below:-

Customer Transactions

Invoice
Receive Payment
Estimate
Credit Memo/Return Receipt
Sales Receipt
Sales Order
Statement Charge

Vendor Transactions

Bill
Bill Payment
Purchase Order
Item Receipt
Vendor Credit

Banking Transactions

Check
Journal Entry
Deposit
Transfer Funds
Bank Statement
Credit Card Statement
Credit Card Charge
Credit Card Credit

Employee Transaction / List

Time Tracking
Employee Payroll
Wage Items

Others

Inventory Adjustment
Inventory Transfer
Vehicle Mileage

Technical Details

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Accountant Basic

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Frequently Asked Questions

 
How and What all can I Export in Dancing Numbers?

You need to click "Start" to Export data From QuickBooks Desktop using Dancing Numbers, and In the export process, you need to select the type you want to export, like lists, transactions, etc. After that, apply the filters, select the fields, and then do the export.

You can export a Chart of Accounts, Customers, Items, and all the available transactions from QuickBooks Desktop.


How can I Import in Dancing Numbers?

To use the service, you have to open both the software QuickBooks and Dancing Numbers on your system. To import the data, you have to update the Dancing Numbers file and then map the fields and import it.


How can I Delete in Dancing Numbers?

In the Delete process, select the file, lists, or transactions you want to delete, then apply the filters on the file and then click on the Delete option.


How can I import Credit Card charges into QuickBooks Desktop?

First of all, Click the Import (Start) available on the Home Screen. For selecting the file, click on "select your file," Alternatively, you can also click "Browse file" to browse and choose the desired file. You can also click on the "View sample file" to go to the Dancing Numbers sample file. Then, set up the mapping of the file column related to QuickBooks fields. To review your file data on the preview screen, just click on "next," which shows your file data.


Which file types are supported by Dancing Numbers?

XLS, XLXS, etc., are supported file formats by Dancing Numbers.


What is the pricing range of the Dancing Numbers subscription Plan?

Dancing Numbers offers four varieties of plans. The most popular one is the basic plan and the Accountant basic, the Accountant pro, and Accountant Premium.


How can I contact the customer service of Dancing Numbers if any issue arises after purchasing?

We provide you support through different channels (Email/Chat/Phone) for your issues, doubts, and queries. We are always available to resolve your issues related to Sales, Technical Queries/Issues, and ON boarding questions in real-time. You can even get the benefits of anytime availability of Premium support for all your issues.


How can I Import Price Level List into QuickBooks Desktop through Dancing Numbers?

First, click the import button on the Home Screen. Then click "Select your file" from your system. Next, set up the mapping of the file column related to the QuickBooks field. Dancing Numbers template file does this automatically; you just need to download the Dancing Number Template file.

To review your file data on the preview screen, just click on "next," which shows your file data.


What are some of the features of Dancing Numbers to be used for QuickBooks Desktop?

Dancing Numbers is SaaS-based software that is easy to integrate with any QuickBooks account. With the help of this software, you can import, export, as well as erase lists and transactions from the Company files. Also, you can simplify and automate the process using Dancing Numbers which will help in saving time and increasing efficiency and productivity. Just fill in the data in the relevant fields and apply the appropriate features and it’s done.

Furthermore, using Dancing Numbers saves a lot of your time and money which you can otherwise invest in the growth and expansion of your business. It is free from any human errors, works automatically, and has a brilliant user-friendly interface and a lot more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


Is it possible to use the Direct Connect option to sync bank transactions and other such details between Bank of America and QuickBooks?

Yes, absolutely. You can use the Direct Connect Option by enrolling for the Direct Connect service which will allow you access to the small business online banking option at bankofamerica.com. This feature allows you to share bills, payments, information, and much more.


Why should do you change the Employee status instead of deleting them on QuickBooks?

If you are unable to see the option to terminate an employee on your list of active employees on the company payroll, this mostly implies that they have some history. Thus, if you change the employee status instead of deleting it on QuickBooks, the profile and pay records remain in your accounting database without any data loss in your tax payments.


What are the various kinds of accounts you could access in QuickBooks?

QuickBooks allows you to access almost all types of accounts, including but not limited to savings account, checking account, credit card accounts, and money market accounts.

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Worried about losing time with an error prone software? Our error free add-on enables you to focus on your work and boost productivity.

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