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pete-skalla-v5sy
October 27, 2020
Question

How do I enable exporting of reports from Quickbooks to Google Sheets? Google sheets is listed as an export option, but the message says to set up through admin. How?

  • October 27, 2020
  • 2 replies
  • 0 views
From a report, the "Export" icon now gives options to export to Excel, PDF, or Google Sheets. Clicking on Google Sheets returns a message, "You’ll need some help to do this. Contact your company administrator to connect Google Sheets to QuickBooks." I am an administrator, but need some instructions on how to connect. Thanks!

2 replies

Tori B
Tori B
October 27, 2020

Hey there, @pete-skalla-v5sy. 

 

Thanks for reaching out to the Community for support. I'm happy to help you export to Google Sheets. 

 

Exporting to google sheets is a new feature included with QuickBooks Online Advanced. It makes sharing reports and exporting as easy as 1,2,3. When using this new feature, please know you must be signed in as the Master Admin User. 

 

Once you're signed in as the Master Admin User, let's set everything up. 

 

Here's how:

 

1. Open the report you wish to export to Google Sheets. 

2. From the export drop-down hit Google Sheets.

 

 

3. Enter the code sent to you by Intuit to verify it's you. 

 

 

4. Agree to the permission by hitting Allow. 

 

 

 

Once you click Allow, your Google account will open for you to sign in to link the account. Then, once you've linked the accounts, you can now export to Google Sheets. 

 

However, if you're currently signed in as the Master Admin, could you provide a screenshot of the message you're receiving. 

 

Please do let me know if you have further questions or concerns. I'll be here every step of the way. Feel free to reach out to the Community at any time. Take care! 

 

 

A
AmyD01
February 17, 2021

Hello, This was very easy to do for me.  Thank you.

Please tell me how to disconnect my gmail account.  I used the wrong one and I'd like to change it. 

 

Thank you.

katherinejoyceO
katherinejoyceO
February 17, 2021

Thanks for following this conversation, @AmyD01. I can walk you throuhg de-linking your Google account from QuickBooks. Here's how:

 

  1. Sign in using your Intuit credentials.
  2. Go to the Gear icon, then click Intuit account under Profile.
  3. Select Sign In & Security on the Intuit Accounts Settings page.
  4. In the Linked Identities section, locate the Signed in With Google identity, then select Remove next to the Google Identity you need to de-link.
  5. Click Remove again to confirm, then Exit.

 

For more information about Google Sheet, check out this link: https://automate.io/integration/google-sheets/quickbooks.

 

For future reference, you can also check out this article: Sign in to QuickBooks Online with Google. It contains answers to most frequently asked questions about using Google account and how it works on QuickBooks. 

 

Feel free to message again if you have additional questions. We're always delighted to help in any way we can. 

 

 

 

E
ElijahStownton
September 22, 2021

Try out Skyvia (https://skyvia.com/data-integration/integrate-quickbooks-google-sheets). It is our choice for Quickbooks Google Sheets integration

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