With Coupler.io you can automate the export of reports and raw data from Quickbooks. This means you can customize your reports right in your spreadsheet. Luckily, there’s another way to automatically export QuickBooks reports – a method as simple to set up but far more powerful. Once you’ve created the desired custom reports, go to their list and click Edit to the right of the reports. You can use this feature only with custom reports, but if you want to automatically send any of the standard reports, you can just save them as custom reports, the same as we did in the previous chapter. At the same time, you can optimize sharing of your reports if you automate their exports on a schedule using Coupler.io.
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This flow is the same for all custom reports in QuickBooks Online. For example, the Balance Sheet reports show by default the data for this year-to-date. You may be more interested in, for example, this quarter only and you’d like to compare it every time with the respective quarter last year. Over 100+ reports on the Plus plan may sound like enough for one lifetime.
How to automate QuickBooks reports export
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It’s a far more reliable approach than trying to make something out of QuickBooks Online reports. At the same time, it doesn’t seem possible to even estimate either metric based on the data available in QBO. If you plan to work further with any of these reports, exporting them directly into Excel or, for example, Google Sheets is probably a better idea. The advantage is that the data will be fetched into a typical spreadsheet format that allows for it to be formatted, put into formulas, or processed in any other way.
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Connect to your destination app account and select the file or table where to load your QuickBooks report. Connect to your QuickBooks account and select the report you want to export. If you’re planning to work with your data and generate reports from your favorite spreadsheet tool, Coupler.io is a much better solution. It’s perhaps a bit counterintuitive but you can also send quarterly QuickBooks Online reports from the very same menu. You can save each report in QuickBooks Online manually from its individual page.
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The best business blogs on finance
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It’s a bit limited, as only Excel (.xlsx) and .pdf formats are available. Worst of all, you need to do it manually, which can be pretty inconvenient if you need to fetch a number of reports regularly. You can schedule exports, say every day or every hour, to Google Sheets or Excel and share this spreadsheet with your stakeholders. We’ve explained the details in the section about QuickBooks automated reports.
Outsourcing your bookkeeping is more affordable than you would think. We save you money the moment you hire us by cutting out the expensive cost of hiring an in-house CFO. PII is any information that can be linked to a specific individual, such as their email address, phone number, Social Security Number, and even other indicators like geotags. If you prefer to work with your QuickBooks data from the comfort of a spreadsheet, consider exporting QuickBooks reports to Google Sheets instead.
QuickBooks is one of the most popular accounting software for small businesses in 2023. The cloud platform provider maintains a disaster recovery plan for their entire platform, but it’s up to you to protect your individual account-level data. In the event of a natural disaster such as a flood or hurricane, your QBO account could be unavailable to you for a protracted period. Worse still, if your business were to succumb to a malicious or accidental data loss event, your data could be gone for good.
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