![]() You can test your trigger to confirm you connected the right account and whether you configured your trigger correctly. Next, select your Trigger event ( New Spreadsheet for this example) and click Continue.Ĭhoose your connected Google Sheets account and the Google Drive where your spreadsheet is stored. Set up your Trigger by choosing Google Sheets as your app. ![]() ![]() Step 2: Create your Zaps (custom automated workflows). Read more about Coefficient’s data security protocols The Coefficient app is end-to-end secure.The app can automates your spreadsheet workflows, from importing accounting data to a invoice reconciliation.Coefficient’s automatic data updates enable you to access real-time data in your spreadsheet.The Coefficient app is quick and easy to install - get up-and-running in less than 60 seconds.Coefficient offers a simple, intuitive, and easy-to-use interface with plug-and-play connectors.Coefficient doesn’t require coding or advanced technical skills to use - any team member can leverage it.You can also schedule Snapshots to make a copy of your data before updates. You can schedule hourly, daily, or weekly automatic data updates.Īutomatic data updates sync live data into Google Sheets continuously, so you always have up-to-date reporting and analytics. Step 5: Automate data updates by setting an auto-refresh schedule. Your data from QuickBooks will auto-populate Google Sheets within seconds. Step 4: Choose the fields you want to include (or exclude) and name your import.Ĭlick Import. Let’s choose the Transaction List By Customer report for this example.Ĭhoose any Filters you want to use, including the Report Period, Due Date, and Transaction Type. Step 3: Once you’re connected successfully, choose the QuickBooks reports you want to pull data from. Select QuickBooks from the list of data sources.Ĭlick Authorize to let Coefficient connect to your Intuit QuickBooks account.Ĭlick Connect on the separate popup window. Step 2: Click Import from… on the sidebar. You’ll see the Coefficient app as a sidebar within the Google Sheet interface. Select your Google Account and click Allow to authorize access.Īfter installing, launch the Coefficient app by going back to the Google Sheet top menu and click Extensions> Coefficient Salesforce, HubSpot Data Connector> Launch. Click the Coefficient app in the results. Type in Coefficient on the Google Workspace Marketplace’s search bar. Step 1: Install Coefficient to Google Sheets by navigating to Extensions> Add-ons> Get Add-ons. Coefficient’s no-code solution is the fastest and easiest option to connect, import, and sync your QuickBooks data on Google Sheets.
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