What is Sheet Director?

Sheet Director is a G Suite add-on that helps to manage and control bi-directional data flow between Google Sheets and several other applications like Google Calendar, Tasks, Contacts, Sheets, QuickBooks, FreshBooks, Zoho etc.

It is available in the G Suite Marketplace and Chrome Web Store. Please check Installation instructions to install the add-on.

What is QuickBooks?

QuickBooks is an accounting software package.

QuickBooks products accept business payments, manage and pay bills, and payroll functions.

Use Case(s)

> Pull all data from QuickBooks objects and store it into a spreadsheet.


Sheet Director

Google Sheets

Setting up QuickBooks in Sheet Director

Choosing App and Service:

  • Select QuickBooks from the list of applications.
  • Select service as query.
  • Switch on Run Automatically if the queries needs to be executed in regular intervals.

QuickBooks Configuration

  • Select Sandbox and Production as required.
  • Click on connect to QuickBooks to connect to QuickBooks so that you can pull data.

  • If QuickBooks is connected the following screen will be displayed.
  • Click the change company icon to change the company.
  • Select Entities or Reports or Custom.
  • Select the object as required.
  • Pick up the fields you need.
  • Select the Filters as required.
  • Filters include fields, matches, value.
  • Select the maximum result that is required.
  • Select the destination sheet to save the data or create a new sheet by clicking the Add new icon.

Sample Output