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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 advanced version, you already have an inbuilt function to export data to Google Sheets from QuickBooks Online. However, the same is not available in the QuickBooks Online version yet. Thus, to reflect the QuickBooks Online 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!
Looking for a professional expert to get the right assistance for your problems? Here, we have a team of professional and experienced team members to fix your technical, functional, data transfer, installation, update, upgrade, or data migrations errors. We are here at Dancing Numbers available to assist you with all your queries. To fix these queries you can get in touch with us via a toll-free number
+1-800-596-0806 or chat with experts.
Frequently Asked Questions
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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