How to load data from QuickBooks to Google Sheets

Learn how to use Airbyte to synchronize your QuickBooks data into Google Sheets within minutes.

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Set up a QuickBooks connector in Airbyte

Connect to QuickBooks or one of 400+ pre-built or 10,000+ custom connectors through simple account authentication.

Set up Google Sheets for your extracted QuickBooks data

Select Google Sheets where you want to import data from your QuickBooks source to. You can also choose other cloud data warehouses, databases, data lakes, vector databases, or any other supported Airbyte destinations.

Configure the QuickBooks to Google Sheets in Airbyte

This includes selecting the data you want to extract - streams and columns -, the sync frequency, where in the destination you want that data to be loaded.

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TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up QuickBooks as a source connector (using Auth, or usually an API key)
  2. set up Google Sheets as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is QuickBooks

Intuit QuickBooks is financial software that gives small- to mid-sized businesses the ability to easily track, organize, and manage their company’s finances. Starting with a personal finance software, Quicken, the company widened the scope of their software with QuickBooks. QuickBooks works with other apps such as Amazon Business, Bill.com, and Fathom, so businesses don’t have to start all over with their financial workflow when they move to QuickBooks.

What is Google Sheets

Google Sheets is a cloud-based spreadsheet tool that allows users to create, edit, and share spreadsheets online. It is a part of the Google Drive suite of productivity tools and is accessible from any device with an internet connection. Google Sheets offers a range of features that make it a powerful tool for data analysis, project management, and collaboration. Users can create and format spreadsheets, add formulas and functions, and create charts and graphs to visualize data. Google Sheets also allows users to collaborate in real-time, making it easy to work on projects with others. Users can share spreadsheets with specific people or make them public, and can control who has access to edit or view the document. Additionally, Google Sheets integrates with other Google tools such as Google Forms, allowing users to collect data and automatically populate it into a spreadsheet. Overall, Google Sheets is a versatile and user-friendly tool that can be used for a variety of tasks, from simple calculations to complex data analysis.

Integrate QuickBooks with Google Sheets in minutes

Try for free now

Prerequisites

  1. A QuickBooks account to transfer your customer data automatically from.
  2. A Google Sheets account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including QuickBooks and Google Sheets, for seamless data migration.

When using Airbyte to move data from QuickBooks to Google Sheets, it extracts data from QuickBooks using the source connector, converts it into a format Google Sheets can ingest using the provided schema, and then loads it into Google Sheets via the destination connector. This allows businesses to leverage their QuickBooks data for advanced analytics and insights within Google Sheets, simplifying the ETL process and saving significant time and resources.

Step 1: Set up QuickBooks as a source connector

1. First, navigate to the QuickBooks source connector page on Airbyte's website.

2. Click on the "Add Source" button to begin the process of adding your QuickBooks credentials.

3. In the "Connection Configuration" section, enter your QuickBooks OAuth2 credentials. This includes your client ID, client secret, access token, and refresh token.

4. Next, select the QuickBooks entities you want to replicate. This can include customers, invoices, payments, and more.

5. Choose the replication frequency that works best for your needs. This can be set to run hourly, daily, or weekly.

6. Once you have completed these steps, click on the "Test" button to ensure that your QuickBooks source connector is working properly.

7. If the test is successful, click on the "Create" button to finalize the connection and begin replicating your QuickBooks data.

8. You can monitor the progress of your QuickBooks replication in the Airbyte dashboard, and make any necessary adjustments to your configuration as needed.

Step 2: Set up Google Sheets as a destination connector

1. Go to the Airbyte website and log in to your account.
2. Click on the "Destinations" tab on the left-hand side of the screen.
3. Scroll down until you find the "Google Sheets" destination connector and click on it.
4. Click on the "Create Destination" button.
5. Enter a name for your destination and click on the "Create" button.
6. You will be redirected to the Google Sheets authorization page. Sign in to your Google account if you haven't already.
7. Click on the "Allow" button to grant Airbyte access to your Google Sheets account.
8. You will be redirected back to the Airbyte website. Select the Google Sheets destination you just created from the list of destinations.
9. Enter the name of the spreadsheet you want to use as your destination and select the worksheet you want to use.
10. Click on the "Test" button to make sure the connection is working properly.
11. If the test is successful, click on the "Save" button to save your destination settings.
12. You can now use the Google Sheets destination connector to transfer data from your source to your Google Sheets destination.

Step 3: Set up a connection to sync your QuickBooks data to Google Sheets

Once you've successfully connected QuickBooks as a data source and Google Sheets as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select QuickBooks from the dropdown list of your configured sources.
  3. Select your destination: Choose Google Sheets from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific QuickBooks objects you want to import data from towards Google Sheets. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from QuickBooks to Google Sheets according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Google Sheets data warehouse is always up-to-date with your QuickBooks data.

Use Cases to transfer your QuickBooks data to Google Sheets

Integrating data from QuickBooks to Google Sheets provides several benefits. Here are a few use cases:

  1. Advanced Analytics: Google Sheets’s powerful data processing capabilities enable you to perform complex queries and data analysis on your QuickBooks data, extracting insights that wouldn't be possible within QuickBooks alone.
  2. Data Consolidation: If you're using multiple other sources along with QuickBooks, syncing to Google Sheets allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: QuickBooks has limits on historical data. Syncing data to Google Sheets allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: Google Sheets provides robust data security features. Syncing QuickBooks data to Google Sheets ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: Google Sheets can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding QuickBooks data.
  6. Data Science and Machine Learning: By having QuickBooks data in Google Sheets, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While QuickBooks provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Google Sheets, providing more advanced business intelligence options. If you have a QuickBooks table that needs to be converted to a Google Sheets table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a QuickBooks account as an Airbyte data source connector.
  2. Configure Google Sheets as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from QuickBooks to Google Sheets after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

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Sync with Airbyte

How to Sync QuickBooks to Google Sheets Manually

FAQs

ETL, an acronym for Extract, Transform, Load, is a vital data integration process. It involves extracting data from diverse sources, transforming it into a usable format, and loading it into a database, data warehouse or data lake. This process enables meaningful data analysis, enhancing business intelligence.

Intuit QuickBooks is financial software that gives small- to mid-sized businesses the ability to easily track, organize, and manage their company’s finances. Starting with a personal finance software, Quicken, the company widened the scope of their software with QuickBooks. QuickBooks works with other apps such as Amazon Business, Bill.com, and Fathom, so businesses don’t have to start all over with their financial workflow when they move to QuickBooks.

QuickBooks API provides access to a wide range of data related to accounting and financial management. The following are the categories of data that can be accessed through QuickBooks API:  

1. Customers: Information related to customers such as name, address, contact details, and payment history.  

2. Vendors: Information related to vendors such as name, address, contact details, and payment history.  

3. Invoices: Details of invoices such as invoice number, date, amount, and payment status.  

4. Payments: Information related to payments such as payment method, date, amount, and status.  

5. Sales receipts: Details of sales receipts such as receipt number, date, amount, and payment status.  

6. Purchase orders: Information related to purchase orders such as order number, date, amount, and status.

7. Items: Details of items such as name, description, price, and quantity.  

8. Accounts: Information related to accounts such as account name, type, and balance.  

9. Reports: Various financial reports such as profit and loss statement, balance sheet, and cash flow statement.  

10. Payroll: Information related to employee payroll such as salary, taxes, and benefits.  Overall, QuickBooks API provides access to a comprehensive set of data related to accounting and financial management, making it a powerful tool for businesses to manage their finances.

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps: 
1. Set up QuickBooks to Google Sheets as a source connector (using Auth, or usually an API key)
2. Choose a destination (more than 50 available destination databases, data warehouses or lakes) to sync data too and set it up as a destination connector
3. Define which data you want to transfer from QuickBooks to Google Sheets and how frequently
You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud. 

ELT, standing for Extract, Load, Transform, is a modern take on the traditional ETL data integration process. In ELT, data is first extracted from various sources, loaded directly into a data warehouse, and then transformed. This approach enhances data processing speed, analytical flexibility and autonomy.

ETL and ELT are critical data integration strategies with key differences. ETL (Extract, Transform, Load) transforms data before loading, ideal for structured data. In contrast, ELT (Extract, Load, Transform) loads data before transformation, perfect for processing large, diverse data sets in modern data warehouses. ELT is becoming the new standard as it offers a lot more flexibility and autonomy to data analysts.

Files
Finance & Ops Analytics

How to load data from QuickBooks to Google Sheets

Learn how to use Airbyte to synchronize your QuickBooks data into Google Sheets within minutes.

TL;DR

This can be done by building a data pipeline manually, usually a Python script (you can leverage a tool as Apache Airflow for this). This process can take more than a full week of development. Or it can be done in minutes on Airbyte in three easy steps:

  1. set up QuickBooks as a source connector (using Auth, or usually an API key)
  2. set up Google Sheets as a destination connector
  3. define which data you want to transfer and how frequently

You can choose to self-host the pipeline using Airbyte Open Source or have it managed for you with Airbyte Cloud.

This tutorial’s purpose is to show you how.

What is QuickBooks

Intuit QuickBooks is financial software that gives small- to mid-sized businesses the ability to easily track, organize, and manage their company’s finances. Starting with a personal finance software, Quicken, the company widened the scope of their software with QuickBooks. QuickBooks works with other apps such as Amazon Business, Bill.com, and Fathom, so businesses don’t have to start all over with their financial workflow when they move to QuickBooks.

What is Google Sheets

Google Sheets is a cloud-based spreadsheet tool that allows users to create, edit, and share spreadsheets online. It is a part of the Google Drive suite of productivity tools and is accessible from any device with an internet connection. Google Sheets offers a range of features that make it a powerful tool for data analysis, project management, and collaboration. Users can create and format spreadsheets, add formulas and functions, and create charts and graphs to visualize data. Google Sheets also allows users to collaborate in real-time, making it easy to work on projects with others. Users can share spreadsheets with specific people or make them public, and can control who has access to edit or view the document. Additionally, Google Sheets integrates with other Google tools such as Google Forms, allowing users to collect data and automatically populate it into a spreadsheet. Overall, Google Sheets is a versatile and user-friendly tool that can be used for a variety of tasks, from simple calculations to complex data analysis.

Integrate QuickBooks with Google Sheets in minutes

Try for free now

Prerequisites

  1. A QuickBooks account to transfer your customer data automatically from.
  2. A Google Sheets account.
  3. An active Airbyte Cloud account, or you can also choose to use Airbyte Open Source locally. You can follow the instructions to set up Airbyte on your system using docker-compose.

Airbyte is an open-source data integration platform that consolidates and streamlines the process of extracting and loading data from multiple data sources to data warehouses. It offers pre-built connectors, including QuickBooks and Google Sheets, for seamless data migration.

When using Airbyte to move data from QuickBooks to Google Sheets, it extracts data from QuickBooks using the source connector, converts it into a format Google Sheets can ingest using the provided schema, and then loads it into Google Sheets via the destination connector. This allows businesses to leverage their QuickBooks data for advanced analytics and insights within Google Sheets, simplifying the ETL process and saving significant time and resources.

Step 1: Set up QuickBooks as a source connector

1. First, navigate to the QuickBooks source connector page on Airbyte's website.

2. Click on the "Add Source" button to begin the process of adding your QuickBooks credentials.

3. In the "Connection Configuration" section, enter your QuickBooks OAuth2 credentials. This includes your client ID, client secret, access token, and refresh token.

4. Next, select the QuickBooks entities you want to replicate. This can include customers, invoices, payments, and more.

5. Choose the replication frequency that works best for your needs. This can be set to run hourly, daily, or weekly.

6. Once you have completed these steps, click on the "Test" button to ensure that your QuickBooks source connector is working properly.

7. If the test is successful, click on the "Create" button to finalize the connection and begin replicating your QuickBooks data.

8. You can monitor the progress of your QuickBooks replication in the Airbyte dashboard, and make any necessary adjustments to your configuration as needed.

Step 2: Set up Google Sheets as a destination connector

1. Go to the Airbyte website and log in to your account.
2. Click on the "Destinations" tab on the left-hand side of the screen.
3. Scroll down until you find the "Google Sheets" destination connector and click on it.
4. Click on the "Create Destination" button.
5. Enter a name for your destination and click on the "Create" button.
6. You will be redirected to the Google Sheets authorization page. Sign in to your Google account if you haven't already.
7. Click on the "Allow" button to grant Airbyte access to your Google Sheets account.
8. You will be redirected back to the Airbyte website. Select the Google Sheets destination you just created from the list of destinations.
9. Enter the name of the spreadsheet you want to use as your destination and select the worksheet you want to use.
10. Click on the "Test" button to make sure the connection is working properly.
11. If the test is successful, click on the "Save" button to save your destination settings.
12. You can now use the Google Sheets destination connector to transfer data from your source to your Google Sheets destination.

Step 3: Set up a connection to sync your QuickBooks data to Google Sheets

Once you've successfully connected QuickBooks as a data source and Google Sheets as a destination in Airbyte, you can set up a data pipeline between them with the following steps:

  1. Create a new connection: On the Airbyte dashboard, navigate to the 'Connections' tab and click the '+ New Connection' button.
  2. Choose your source: Select QuickBooks from the dropdown list of your configured sources.
  3. Select your destination: Choose Google Sheets from the dropdown list of your configured destinations.
  4. Configure your sync: Define the frequency of your data syncs based on your business needs. Airbyte allows both manual and automatic scheduling for your data refreshes.
  5. Select the data to sync: Choose the specific QuickBooks objects you want to import data from towards Google Sheets. You can sync all data or select specific tables and fields.
  6. Select the sync mode for your streams: Choose between full refreshes or incremental syncs (with deduplication if you want), and this for all streams or at the stream level. Incremental is only available for streams that have a primary cursor.
  7. Test your connection: Click the 'Test Connection' button to make sure that your setup works. If the connection test is successful, save your configuration.
  8. Start the sync: If the test passes, click 'Set Up Connection'. Airbyte will start moving data from QuickBooks to Google Sheets according to your settings.

Remember, Airbyte keeps your data in sync at the frequency you determine, ensuring your Google Sheets data warehouse is always up-to-date with your QuickBooks data.

Use Cases to transfer your QuickBooks data to Google Sheets

Integrating data from QuickBooks to Google Sheets provides several benefits. Here are a few use cases:

  1. Advanced Analytics: Google Sheets’s powerful data processing capabilities enable you to perform complex queries and data analysis on your QuickBooks data, extracting insights that wouldn't be possible within QuickBooks alone.
  2. Data Consolidation: If you're using multiple other sources along with QuickBooks, syncing to Google Sheets allows you to centralize your data for a holistic view of your operations, and to set up a change data capture process so you never have any discrepancies in your data again.
  3. Historical Data Analysis: QuickBooks has limits on historical data. Syncing data to Google Sheets allows for long-term data retention and analysis of historical trends over time.
  4. Data Security and Compliance: Google Sheets provides robust data security features. Syncing QuickBooks data to Google Sheets ensures your data is secured and allows for advanced data governance and compliance management.
  5. Scalability: Google Sheets can handle large volumes of data without affecting performance, providing an ideal solution for growing businesses with expanding QuickBooks data.
  6. Data Science and Machine Learning: By having QuickBooks data in Google Sheets, you can apply machine learning models to your data for predictive analytics, customer segmentation, and more.
  7. Reporting and Visualization: While QuickBooks provides reporting tools, data visualization tools like Tableau, PowerBI, Looker (Google Data Studio) can connect to Google Sheets, providing more advanced business intelligence options. If you have a QuickBooks table that needs to be converted to a Google Sheets table, Airbyte can do that automatically.

Wrapping Up

To summarize, this tutorial has shown you how to:

  1. Configure a QuickBooks account as an Airbyte data source connector.
  2. Configure Google Sheets as a data destination connector.
  3. Create an Airbyte data pipeline that will automatically be moving data directly from QuickBooks to Google Sheets after you set a schedule

With Airbyte, creating data pipelines take minutes, and the data integration possibilities are endless. Airbyte supports the largest catalog of API tools, databases, and files, among other sources. Airbyte's connectors are open-source, so you can add any custom objects to the connector, or even build a new connector from scratch without any local dev environment or any data engineer within 10 minutes with the no-code connector builder.

We look forward to seeing you make use of it! We invite you to join the conversation on our community Slack Channel, or sign up for our newsletter. You should also check out other Airbyte tutorials, and Airbyte’s content hub!

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter

Frequently Asked Questions

What data can you extract from QuickBooks?

QuickBooks API provides access to a wide range of data related to accounting and financial management. The following are the categories of data that can be accessed through QuickBooks API:  

1. Customers: Information related to customers such as name, address, contact details, and payment history.  

2. Vendors: Information related to vendors such as name, address, contact details, and payment history.  

3. Invoices: Details of invoices such as invoice number, date, amount, and payment status.  

4. Payments: Information related to payments such as payment method, date, amount, and status.  

5. Sales receipts: Details of sales receipts such as receipt number, date, amount, and payment status.  

6. Purchase orders: Information related to purchase orders such as order number, date, amount, and status.

7. Items: Details of items such as name, description, price, and quantity.  

8. Accounts: Information related to accounts such as account name, type, and balance.  

9. Reports: Various financial reports such as profit and loss statement, balance sheet, and cash flow statement.  

10. Payroll: Information related to employee payroll such as salary, taxes, and benefits.  Overall, QuickBooks API provides access to a comprehensive set of data related to accounting and financial management, making it a powerful tool for businesses to manage their finances.

What data can you transfer to Google Sheets?

You can transfer a wide variety of data to Google Sheets. This usually includes structured, semi-structured, and unstructured data like transaction records, log files, JSON data, CSV files, and more, allowing robust, scalable data integration and analysis.

What are top ETL tools to transfer data from QuickBooks to Google Sheets?

The most prominent ETL tools to transfer data from QuickBooks to Google Sheets include:

  • Airbyte
  • Fivetran
  • Stitch
  • Matillion
  • Talend Data Integration

These tools help in extracting data from QuickBooks and various sources (APIs, databases, and more), transforming it efficiently, and loading it into Google Sheets and other databases, data warehouses and data lakes, enhancing data management capabilities.

What should you do next?

Hope you enjoyed the reading. Here are the 3 ways we can help you in your data journey:

flag icon
Easily address your data movement needs with Airbyte Cloud
Take the first step towards extensible data movement infrastructure that will give a ton of time back to your data team. 
Get started with Airbyte for free
high five icon
Talk to a data infrastructure expert
Get a free consultation with an Airbyte expert to significantly improve your data movement infrastructure. 
Talk to sales
stars sparkling
Improve your data infrastructure knowledge
Subscribe to our monthly newsletter and get the community’s new enlightening content along with Airbyte’s progress in their mission to solve data integration once and for all.
Subscribe to newsletter