How to Export Invoices from QuickBooks to Google Sheets Using Pabbly Connect

Learn how to export invoices from QuickBooks to Google Sheets using Pabbly Connect. Follow our step-by-step tutorial for seamless integration. Explore systematic approaches to creating efficient automation solutions that convert technical concepts into practical, implementable instructions.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for QuickBooks and Google Sheets Integration

To export invoices from QuickBooks to Google Sheets, you need to access Pabbly Connect. Start by visiting the Pabbly website and navigating to the Pabbly Connect product page. If you are a new user, click on the ‘Sign Up for Free’ button to create your account. Existing users can simply log in.

Once logged in, you will be directed to the Pabbly Connect dashboard. Here, you can create a new workflow to establish the integration between QuickBooks and Google Sheets. Click on the plus sign and select ‘Create Workflow’ to proceed.

2. Creating a Workflow in Pabbly Connect

In the workflow setup, name your integration as ‘QuickBooks to Google Sheets Integration’. This name can be customized based on your preference. After naming your workflow, click on the ‘Create’ button to initiate the setup process. using Pabbly Connect

• Choose QuickBooks Online as the trigger application.
• Select the trigger event as ‘New Invoice’.
• Click on ‘Connect’ to establish the connection.

After connecting, make sure you are logged into your QuickBooks account. This will allow Pabbly Connect to fetch the necessary invoice data. Click on ‘Save and Send Test Request’ to test the connection and ensure that it captures the invoice details correctly.

3. Creating an Invoice in QuickBooks

Before testing the connection, you need to create a new invoice in your QuickBooks account. Navigate to the ‘Get Paid and Pay’ section, then click on ‘Invoices’. Here, you can create a new invoice by clicking on the ‘Create New Invoice’ button.

Fill in the required details such as customer name, invoice number, terms, and product details. For example, you can add Pabbly Subscription Billing as the product and enter the amount. Once all details are filled in, click on ‘Save’ to finalize the invoice.

4. Mapping Data from QuickBooks to Google Sheets

After creating the invoice, return to Pabbly Connect. Click on ‘Save and Send Test Request’ again to retrieve the invoice details. The response will show all the relevant information such as invoice number, date, customer name, product, and amount.

• Select Google Sheets as the action application.
• Choose the action event as ‘Add New Row’.
• Connect to your Google Sheets account.

Once connected, select the spreadsheet where you want to save the invoice details. Map the data fields from the QuickBooks response to the corresponding columns in Google Sheets. Ensure all details are accurately mapped before saving the workflow.

5. Testing the Integration

To verify that the integration works correctly, create another invoice in QuickBooks. After saving it, check your Google Sheet to confirm that the new invoice details have been added. Remember that the data may take a few minutes to appear due to polling intervals.

Once confirmed, save your workflow in Pabbly Connect. This automation ensures that every new invoice created in QuickBooks will automatically populate in Google Sheets, providing a reliable backup of your invoice data.

Conclusion

By using Pabbly Connect, you can seamlessly export invoices from QuickBooks to Google Sheets. This integration not only saves time but also ensures that your financial data is backed up efficiently. Follow the steps outlined in this tutorial to set up your own automation.