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Connect QuickBooks to Google Sheets

Import QuickBooks data into Google Sheets with Catchr. Build custom reports, schedule refreshes, and replace manual CSV exports without code.

Trusted by teams that would rather improve campaigns than copy cells.

What a QuickBooks export cannot do, and a connected sheet can

Finance Manager exports one account, one date range, one set of columns. Catchr keeps the same query running, so the sheet you built last month still fills itself this month.

The Monday-morning scramble, deleted

No more opening every Finance account, changing every date range, downloading every CSV, and rebuilding the same report before the weekly meeting.

One campaign. One shared language.

Organize each source in its own clean tab, then bring spend, traffic, leads, and revenue together in the views your team actually uses.

A file your team can actually work in

Add forecasts, targets, comments, formulas, client notes, and custom calculations around your campaign data.

How to connect QuickBooks to Google Sheets

No scripts to maintain. No API documentation to study. No recurring CSV ritual.

Step one

Install the Google Sheets add-on

Add Catchr to Google Sheets from the Google Workspace Marketplace, then open it from the spreadsheet where you want to work.

Connect the Google Sheets add-on

Step Two

Launch the Catchr add-on

Open Google Sheets and start the Catchr add-on. Sign in with your Catchr account.

Step Three

Configure your import

Choose QuickBooks, the Finance accounts, the metrics and dimensions, the date range, and the cell where the data should land.

Step Four

Refresh automatically

Run your first import, then schedule automatic refreshes to keep your spreadsheet up to date while your formulas, charts, and pivot tables continue working.

QuickBooks metrics and dimensions available in Google Sheets

Access 15 metrics and 97 dimensions from QuickBooks connectors including Invoice Transaction Date, Payment Transaction Date, Invoice Customer Name, Document Number, Invoice Currency, Due Date, Invoice Total Amount, Payment Total Amount, Customer Balance, Invoice Balance, Total Tax.

Available metrics

Available dimensions

View all QuickBooks metrics and dimensions

Five tabs that replace five recurring QuickBooks headaches

Use Catchr to create dashboards that show what is working, what is wasting budget, and where performance is changing.

What changed since yesterday?

Track Invoice Total Amount, Payment Total Amount, Customer Balance, Invoice Balance, Total Tax.

Use formulas or conditional formatting to highlight sudden spend increases, falling conversion volume, or acquisition costs moving outside your target range.

The media buyer opens one tab and immediately knows where to investigate.

Will we hit the plan?

Compare planned budget with actual spend by client, account, campaign, or market.

Calculate how much of the month has passed, how much of the budget has been consumed, and where the campaign is likely to finish at its current pace.

Spot overdelivery and underspending before the end-of-month explanation.

Where should the next budget move go?

Place QuickBooks beside other channel.

Compare the KPIs that can genuinely be shared across platforms, while preserving channel-specific metrics like Invoice Total Amount, Payment Total Amount, Customer Balance, Invoice Balance, Total Tax in their own source tabs.

The result is not a forced attribution model. It is a clearer view of how each channel is contributing.

What can we explain in five minutes?

What should we repeat next time?

Keep a structured history of campaign performance, targets, observations, and decisions.

Compare launches, promotions, seasons, creative concepts, or audiences using a reporting structure that remains under your control.

The spreadsheet becomes more than a weekly deliverable. It becomes the memory of your acquisition team.

Integrations

Add the sources that finish the story

Google Search Console

Google Merchant Center

Google My Business

Google Analytics

Google Ads

See more Google Sheets data integrations

QuickBooks to Google Sheets pricing

Choose your plan by the number of platforms and accounts you report on.

Starter

For freelancers and small teams.

$ 24 /mo

Billed monthly · cancel anytime

Platforms3

Accounts10

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Recommended for agencies

Growth

For agencies managing more clients.

$ 239 /mo

Billed monthly · cancel anytime

Platforms10

Accounts100

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Scale

For teams reporting at scale.

$ 599 /mo

Billed monthly · cancel anytime

Platforms25

Accounts500

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Customer testimonials

What our customers say about us.

85 %

Faster

Reporting time

After three years of use, Catchr has become essential for both our teams and our clients. So far, it has been our best solution for compiling and analyzing data from different advertising platforms. It’s easy to set up, and the customer service is responsive and excellent.

Valentin Keravel

CEO, Laio – Agency

With Catchr’s automated API, we can finally collect and centralize all advertising data, connect it with booking information, and calculate the real ROAS for our restaurant clients. It gives them full visibility, more autonomy, and the ability to optimize campaigns to maximize ROI.

Corentin Largeron

Freelance

hours saved

The solution is a real game changer, providing optimal time savings for our data reporting. The major strength of the solution is their highly responsive and professional support.

Corentin Largeron

CEO at The Browz – Agency

QuickBooks to Google Sheets: FAQs

Answers to common questions about connecting QuickBooks data to Google Sheets.

How do I import QuickBooks financial records into Google Sheets?

Install or open the Catchr add-on in Google Sheets, connect QuickBooks, and choose the source account(s) you need. Use Get Data to import Customer Balance and Invoice Balance into a dedicated raw-data tab.

Which QuickBooks customers, accounts, balance fields, dates, and filters can I select?

Select Customer Balance, Invoice Balance, and Deposit with the relevant company dimensions available from QuickBooks. Set the account(s), date range, and filters before importing a focused result into Google Sheets.

Can QuickBooks finance data refresh automatically in Google Sheets?

Schedule the QuickBooks query to refresh hourly, daily, weekly, or monthly. Keep Customer Balance and Invoice Balance current on the cadence that fits a report tracking invoiced revenue, outstanding balances, and invoice volume by customer.

Will QuickBooks refreshes preserve my finance formulas and dashboards?

Keep imported QuickBooks rows for Customer Balance and Invoice Balance in a dedicated data tab, with formulas, charts, and pivot tables in report tabs. Refreshes update the query output while Google Sheets retains its sharing controls.

What finance decisions can I make with QuickBooks data in Google Sheets?

Build a QuickBooks report that summarizes invoiced revenue, outstanding balances, and invoice volume by customer. Compare Customer Balance with Invoice Balance in Google Sheets to guide cash collection and customer account reviews.

Still have a question?

Our team is always here to answer any questions you may have about our data connector.

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