Integrate QuickBooks Online with Google Sheets Using Pabbly Connect

Learn how to automate data transfer from QuickBooks Online to Google Sheets using Pabbly Connect. A step-by-step guide to streamline your accounting tasks. Master proven automation processes with practical implementation examples and strategic recommendations you can apply immediately in your workflow.

Watch Step By Step Video Tutorial Below

1. Accessing Pabbly Connect for Integration

To start automating data transfer from QuickBooks Online to Google Sheets, you need to access Pabbly Connect. Begin by visiting the Pabbly Connect website and signing up for a free account. This platform allows you to create seamless integrations without any coding skills.

Once signed up, log into your Pabbly Connect dashboard. From here, you can create a new workflow. Click on the ‘Create Workflow’ button and name it appropriately, such as ‘QuickBooks to Google Sheets Automation’. This setup will enable you to automate the process of adding new account categories directly into your Google Sheets.

2. Setting Up the Trigger with QuickBooks Online

In this step, you will configure the trigger that initiates the workflow. Select QuickBooks Online as your trigger application in Pabbly Connect. The trigger event you will choose is ‘New Account’, which activates whenever a new account category is added in QuickBooks.

• Choose QuickBooks Online from the application list.
• Select the trigger event as New Account.
• Connect your QuickBooks account to authorize data access.

After connecting, Pabbly Connect will check for new account data every 8 hours. This automation ensures that any new account added in QuickBooks will automatically be fetched and prepared for transfer to Google Sheets.

3. Adding a New Account in QuickBooks

To test the automation, you need to add a new account in QuickBooks. Navigate to the Chart of Accounts section and click on the ‘New’ button to create a new category. Fill in the required details such as the account name and type, then save the new account.

For instance, you might create an account named ‘Cross Selling’ under the income category. Once saved, this new account will trigger the automation set up in Pabbly Connect, allowing the details to be sent to Google Sheets.

4. Configuring the Action to Add Data in Google Sheets

Next, you will set up the action that sends the data to Google Sheets. In Pabbly Connect, select Google Sheets as your action application. Choose the action event ‘Add New Row’ to ensure that the new account details are added as a new row in your spreadsheet.

• Connect your Google account to allow Pabbly Connect access.
• Select the specific spreadsheet and sheet where the data will be added.
• Map the QuickBooks data fields to the corresponding columns in Google Sheets.

Make sure to map fields like account name, description, account type, currency, and balance accurately. Once the mapping is complete, you can test the action to verify if the data is added correctly in Google Sheets.

5. Testing and Verifying the Integration

After setting up the trigger and action, it’s time to test the integration. In Pabbly Connect, click on ‘Save and Send Test Request’. This action will send the new account data from QuickBooks to Google Sheets.

Check your Google Sheets to confirm that a new row has been added with the correct details. If everything is set up correctly, you should see the new account information displayed as intended. This confirms that your integration is working smoothly, and future additions in QuickBooks will automatically reflect in your Google Sheets.

Conclusion

In summary, integrating QuickBooks Online with Google Sheets using Pabbly Connect simplifies data management by automating the entry of new account categories. This process saves time and enhances productivity, allowing you to focus on more critical tasks. Start using this automation today to streamline your accounting workflow!