QuickBooks

Query from QuickBooks into Google Sheets or Post data from Google Sheets into QuickBooks using Sheet Director.

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.

Quickbooks

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.

Custom Query

The query operation is the method for creating a guided query against an entity. The select statement in the request enables you to specify the selection criteria, entity properties, sort order, and pagination. It is similar to a pared down SQL query select statement with constraints in place to ensure the request doesn’t overload server-side resources. As such, the following are query operation limitations:

  • The response set always returns all properties for each object. That is, projections are not supported.
  • Only those properties with values are returned in the response set.
  • Wild card character support with LIKE clauses is limited to “%” (wildcard that substitutes for 0 or more characters).
  • The OR operation is not supported in WHERE clauses.
  • The GROUP BY clause is not supported.
  • The JOIN clause is not supported.

Example Query :

Syntax
Select Statement = SELECT * | count(*) FROM IntuitEntity
   [WHERE WhereClause]
   [ORDERBY OrderByClause]
Example
SELECT * FROM Invoice WHERE id in ('64523', '18761', '35767') AND MetaData.CreateTime >= '1990-12-12T12:50:30Z' AND MetaData.LastUpdatedTime <='1990-12-12T12:50:30Z'

For more details click here

Sample Output