Business Importer: How to Import Transactions from Google Sheets into QuickBooks Online

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How to from Google Sheets into QuickBooks Online


Overview:


  1. Preparing the google sheets for import (also corporate account sheets)
  2. Importing the file
To import into QuickBooks Online using a Google Sheets link follow these five simple steps:

Step 1: Open the Google Sheets file you want to import and click Publish to the Web in the File menu.

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Step 2: Permission to access file

1)Choose a particular Sheet (the default type of the document Webpage is appropriate);
2) Make sure you ticked Automatically republish option and unticked requirement to sign in with corporate account* option;
3) Click on Publish button;
4) Confirm your decision to publish it in the pop-up window initially purchase
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*If ‘Require viewers to sign in with their corporate name account’ option is ticked you will get ‘Unknown file store’ error when importing the file.
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Step 3: Copy the given link

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Step 4: Paste the link into the  URL field in Step 1 of the Import in . Press Next to proceed to the next step.

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Step 5: You will be redirected to mapping step directly. Select the Company Name and Entity here and do the Mapping. After that, scroll down and click Start Import.

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Congratulations! You have successfully imported a file using Google Sheets.
Interested in automating the process? Check out how to schedule imports made using Google Sheets here.
Should you have any further questions feel free to contact us any time via in-app support chat or by email listed in the footer of the page.

Remember, that you can address us with any question you might have.

We will be happy to assist.

Leave a message, email support@cloudbusinessltd.com or call us at 302-261-36-44

anton.bondar

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