Access Live QuickBooks Data in Google Sheets through Connect Spreadsheets
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Your Connect AI account includes Connect Spreadsheets, so you can use the instructions below. You can expect minor differences when referencing the Connect Spreadsheet platform, but the principles still apply!
Google Sheets is a web-based spreadsheet program provided by Google. When integrated with Connect Spreadsheets by CData, you can effortlessly gain access to QuickBooks data directly within Google Sheets for tasks such as data analysis, collaboration, calculations, and more. This article offers a comprehensive guide on connecting to QuickBooks within Connect Spreadsheets and accessing live QuickBooks data seamlessly within Google Sheets.
Connect Spreadsheets is the easiest way to get all your live data into Microsoft Excel and Google Sheets - no more downloading, wrangling, and uploading files again. Just connect to your data, select the dataset you'd like to see, and import it into your spreadsheet.
This setup requires a Connect Spreadsheets account and the Connect Spreadsheets Add-On for Google Sheets. To get started, sign up a free Connect Spreadsheets account and install the free Connect Spreadsheets Google Sheets Add-On.
About QuickBooks Data Integration
CData simplifies access and integration of live QuickBooks data. Our customers leverage CData connectivity to:
- Access both local and remote company files.
- Connect across editions and regions: QuickBooks Premier, Professional, Enterprise, and Simple Start edition 2002+, as well as Canada, New Zealand, Australia, and UK editions from 2003+.
- Use SQL stored procedures to perform actions like voiding or clearing transactions, merging lists, searching entities, and more.
Customers regularly integrate their QuickBooks data with preferred tools, like Power BI, Tableau, or Excel, and integrate QuickBooks data into their database or data warehouse.
Getting Started
Configure QuickBooks Connectivity for Google Sheets
Connectivity to QuickBooks from Google Sheets is made possible through Connect Spreadsheets. To work with QuickBooks data from Google Sheets, we start by creating and configuring a QuickBooks connection.
- Log into Connect Spreadsheets, click Sources and click Add Connection
- Select "QuickBooks" from the Add Connection panel
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Enter the necessary authentication properties to connect to QuickBooks.
QuickBooks runs on-premises, so Connect AI requires the Connect Gateway to reach it. Install and start the gateway on the same machine (or network) as QuickBooks, then set the URL connection property to the Remote Connector address (e.g., http://remotehost:8166) and enter your User and Password.
- Click Create & Test
With the connection configured, you are ready to connect to QuickBooks data from Google Sheets.
Access Live QuickBooks Data from Google Sheets
The steps below outline connecting to Connect Spreadsheets from Google Sheets to access live QuickBooks data.
- Log into Google Sheets, create a new sheet (or open an existing one).
- Click Add-ons and click Get Add-ons (if you have already installed the Add-on, jump to step 5).
- Search for Connect Spreadsheets Add-On and install the Add-on.
- Authorize the Add-On.
- Back in Google Sheets, click Add-ons and open the Connect Spreadsheets Add-On.
- In the Add-On panel, click "Log in" to sign into and authenticate with your Connect Spreadsheets account
- In the Connect Spreadsheets panel in Google Sheets, click Import
- Choose a Connection (e.g. QuickBooks1), Table (e.g. Customers, and Columns to import
- Optionally add Filters, Sorting, and a Limit
- Click Execute to import the data and opt to overwrite the existing sheet or create a new one.
Live Access to QuickBooks Data from Cloud Applications
New, you have a direct, cloud-to-cloud connection to live QuickBooks data from your Google Sheets workbook. You can add more data to your workbook for calculations, aggregations, collaboration, and more.
Try Connect Spreadsheets and get real-time data access to hundreds of SaaS, Big Data, and NoSQL sources directly from your cloud applications.