Automated QuickBooks Reports in Google Sheets


Automated Live QuickBooks Reports in Google Sheets


  • Live QuickBooks Reports in Google Sheets

    Automatically export and refresh real-time QuickBooks reports like Actual vs Budget, Profit and Loss, Transaction List, etc. in Google Sheets.

  • Custom Reporting Templates

    Use 100+ reporting templates with flexible filters, dynamic or custom dates, multiple time periods, layout options, and much more.

  • Currency Converter in all Reports

    Convert your reports to any currency in one click!

  • Multiple Companies

    Connect multiple QuickBooks entities and refresh all of them automatically or instantly in one click.

  • Automatic Data Refresh

    Save hours by scheduling an automatic data refresh. Send real-time data & reports to your team & clients.

  • Historical Layout

    Easily build insightful dashboards in Google Data Studio using historical layout in reporting template.

Unique Features

  • 160+ Currencies Supported

    Reports will be automatically generated in your selected currency using live or custom exchange rates.

  • Consolidated Reports in One Click

    Automatically generate consolidated reports in one spreadsheet tab.

  • Send Alerts based on Criteria

    For example: automatically send notifications when invoices are overdue.

  • Flexible Multiple Time Periods

    With our advanced reporting tool, you can compare up to 60 time periods with any custom date range. For example: 10-day, 3-week, or choose an extended 5-year month-over-month Profit & Loss.


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Supported QuckBooks Reports and How-To Guides

Report How To
How to generate Account List Account List
How to generate Actual vs Budget How to generate Actual vs Budget
Aged Payables Detail How to generate Aged Payables Detail
Aged Payables Summary How to generate Aged Payables Summary
Aged Receivables Detail How to generate Aged Receivables Detail
Aged Receivables Summary How to generate Aged Receivables Summary
Balance Sheet How to generate Balance Sheet
Balance Sheet By Classes How to generate Balance Sheet By Classes
Balance Sheet By Customer How to generate Balance Sheet By Customer
Balance Sheet By Location How to generate Balance Sheet By Location
Balance Sheet By Products And Services How to generate Balance Sheet By Products And Services
Balance Sheet By Vendor How to generate Balance Sheet By Vendor
Budget vs Actual How to generate Budget vs Actual
Budget Variance How to generate Budget Variance
Cash Flow How to generate Cash Flow
Cash Flow By Classes How to generate Cash Flow By Classes
Cash Flow By Customer How to generate Cash Flow By Customer
Cash Flow By Location How to generate Cash Flow By Location
Cash Flow By Products And Services How to generate Cash Flow By Products And Services
Cash Flow By Vendor How to generate Cash Flow By Vendor
Customer Balance How to generate Customer Balance
Customer Balance Detail How to generate Customer Balance Detail
Customer Income How to generate Customer Income
Detailed Transactions How to generate Detailed Transactions
Inventory Valuation Summary How to generate Inventory Valuation Summary
General Ledger How to generate General Ledger
Journal Report How to generate Journal Report
Inventory Valuation Summary How to generate Inventory Valuation Summary
General Ledger How to generate General Ledger
Journal Report How to generate Journal Report
Profit And Loss How to generate Profit And Loss
Profit And Loss By Classes How to generate Profit And Loss By Classes
Profit And Loss By Customer How to generate Profit And Loss By Customer
Profit And Loss By Location How to generate Profit And Loss By Location
Profit And Loss By Products And Services How to generate Profit And Loss By Products And Services
Profit And Loss Detail How to generate Profit And Loss Detail
Profit And Loss By Variance How to generate Profit And Loss By Variance
Profit And Loss By Vendor How to generate Profit And Loss By Vendor
Sales By Classes How to generate Sales By Classes
Sales By Customer How to generate Sales By Customer
Sales By Location How to generate Sales By Location
Sales By Products And Services How to generate Sales By Products And Services
Sales By Classes How to generate Sales By Classes
Sales By Customer How to generate Sales By Customer
Sales By Location How to generate Sales By Location
Sales By Products And Services How to generate Sales By Products And Services
Transaction List How to generate Transaction List
Transaction List By Customer How to generate Transaction List By Customer
Trial Balance How to generate Trial Balance
Vendor Balance How to generate Vendor Balance
Vendor Balance Detail How to generate Vendor Balance Detail
Vendor Expenses How to generate Vendor Expenses
Vendor Expenses By Classes How to generate Vendor Expenses By Classes
Vendor Expenses By Location How to generate Vendor Expenses By Location
Vendor Expenses By Products And Services How to generate Vendor Expenses By Products And Services

Consolidated QuickBooks Reports

Report How To
Consolidated Profit and Loss Report How to generate Consolidated Profit and Loss
Consolidated Cash Flow Report How to generate Consolidated Cash Flow
Consolidated Balance Sheet Report How to generate Consolidated Balance Sheet

Advanced Features


Reports & Templates

  • 100+ Custom Reporting Templates
  • Save Unlimited Templates in the Cloud
  • Compare up to 60 Previous Periods
  • Share Templates in the Cloud with your team
  • Append Multiple Templates in one spreadsheet

Automation & Workflow

  • Pull Unlimited Number of Rows into Google Sheets
  • Workflow Builder: Schedule Data Refresh, Emails, Alerts, and Backups
  • Auto Convert Google Sheets to Excel, PDF, and CSV
  • Email Updated Reports to Multiple Recipients

Popular Use Cases


  • Generate 5 years Profit and Loss using monthly periods and show the financial performance of your business.
  • Aged Accounts Receivable. Displays a list of invoices that haven’t been paid yet, divided into buckets like 1-30 days past due, 31-60 days past due, etc.
  • Budget vs. Actuals. Report allows comparison of the monthly budgeted amounts and the actual income and expenses.
  • Sales by Product/Service. This report shows what’s selling and what’s not by displaying date, transaction type, quantity, rate, amount, and total.
  • Detail Transaction report gives you the ability to generate transactional reports with different Transaction types such as bills, credit card, refund, and etc.
  • Use historical layout to easily connect to Google Data Studio and build insightful dashboards.

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