QuickBooks to Google Sheets: 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.
QuickBooks to Google Sheets: Use Case(s)
> Pull all data from QuickBooks objects and store it into a spreadsheet.
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.
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 the required source as Entities or reports or Custom.
Select the required object.
Select the fields required
Click on Filter if required.
Select the required Field.
Select the required operator.
Select the required value.
Click on Add icon to add filters.
Select Sort By if required.
Select the required Id.
Select the required Field.
Click on Add icon to add more fields.
Select the required Max results.
Select the required destination Sheet. (or)
Create a new sheet by clicking the add icon.
Mention the starting cell.
Switch on include header if required.
Switch on clear sheet before execution to clear the existing sheet data.
Switch on Run automatically to execute services automatically in background.
Switch on Notify on Execution if notification email needs to be send during execution.
Click on Setup Email Template and customize the email as required.
Click on Pick Drive Files to attach files from Drive to email.
Switch on Add attachments from Google Sheets to add attachments from Google sheets.
Select the required sheet tab.
Select Full Sheet or Range.
If range is selected select the required range.
Switch on Attach PDF to attach the sheet tab as PDF.
Click on execute to pull the data into sheet
Click save to save the service
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 :