Connect Google Sheets to QuickBooks
Ideas
What you can do with Google Sheets and QuickBooks
Keep a Google Sheet of every QuickBooks invoice
Your sheet always lists every QuickBooks invoice with its customer, amount, due date and balance, updated every hour.
See how it worksTurn rows in a billing sheet into QuickBooks invoices
Each new row in your billing sheet becomes a QuickBooks invoice, and the invoice number is written back into the row.
See how it worksLog emailed supplier invoices in a sheet and create bills once approved
Supplier invoices from your inbox are logged as rows in your payables sheet, and each one becomes a QuickBooks bill when you mark it Approved.
See how it worksRemind customers about overdue invoices and log each chase
Every weekday, customers with overdue QuickBooks invoices get a reminder, each chase is logged in your sheet, and you get a summary email.
See how it worksAdd expenses from a sheet into QuickBooks
Expenses your team lists in a Google Sheet are added to QuickBooks within the hour and marked as uploaded.
See how it worksWelcome every new QuickBooks customer by email
Each customer you add to QuickBooks gets a welcome email from your Gmail, and is logged in a sheet so nobody is welcomed twice.
See how it works Your own logicAny other automation you can describe in words
Your own rules, schedule and AI steps with Google Sheets and QuickBooks, plus any other app. Describe it and your assistant builds it.
See how to build your ownBuild your own
Build any Google Sheets and QuickBooks automation you can describe
Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.
For example, ask your assistant
Only create invoices from rows where "approved" is yes and the customer exists in QuickBooks; otherwise write the error to the row.
Each month, write a summary tab with revenue by customer and the change from the previous month.
Use cases
Why people connect Google Sheets and QuickBooks
How the two apps work together
- A schedule or a check every few minutes reads QuickBooks Online invoices, payments or reports.
- The script writes rows to Google Sheets with the fields you choose.
- Rows marked ready in the sheet create invoices, customers or bills in QuickBooks.
Bookkeepers reviewing invoices
Open invoices with customer, amount and due date are copied to a sheet. Ageing is easy to sort.
Small businesses invoicing from a sheet
Rows for billable work become QuickBooks invoices. Invoicing takes less time.
Owners building their own reports
Profit and loss lines are written to a sheet monthly. Charts and forecasts use real numbers.
Accountants checking expenses
Expenses are listed by vendor and category for review. Errors are found before closing.
More apps
Google Sheets, QuickBooks and other apps in one automation
Payment received alerts
When a QuickBooks invoice is paid, update my sheet and post the amount to #finance.
Overdue list by email
Every Monday, update my invoices sheet and email me a list of invoices over 30 days overdue.
Match Stripe payouts
Each day, add Stripe payouts to my sheet next to QuickBooks deposits and flag ones that do not match.
Setup
Connect Google Sheets and QuickBooks once
Google Sheets
Spreadsheets
- In the ClickRuntime dashboard, open Connections and choose Google Sheets.
- Sign in with your Google account and allow access.
- Pick the spreadsheets the automation may use. It can't see any other file in your Drive.
QuickBooks
Accounting
- At developer.intuit.com, create an app for QuickBooks Online and Payments with the
com.intuit.quickbooks.accountingscope. - Under Keys and credentials, open Production, fill in the app details (EULA and privacy URLs, host domain) and finish the Compliance questionnaire, which takes roughly 20 to 40 minutes.
- Add
https://clickruntime.com/oauth/callbackas a redirect URI. - In the ClickRuntime dashboard, open Connections, choose QuickBooks and enter the production Client ID and Secret, then approve access to your company.
FAQ
Questions about connecting Google Sheets and QuickBooks
Does it work with QuickBooks Online?
Will it create duplicate invoices?
Can my accountant still see everything in QuickBooks?
Which sheet layout do I need?
Can it create customers?
Can it read reports like profit and loss?
Does it work with multiple QuickBooks companies?
Related pages
Keep exploring
Tell your assistant what Google Sheets and QuickBooks should do together
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