Works with QuickBooks Online · under review

Live spreadsheets on your accounting data

Invoices, bills, customers and the chart of accounts become tables that formulas, pivot tables and charts read directly. Your numbers stay current without exporting.

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  • Read only: never changes your books
  • Spreadsheet formulas
  • Scheduled e-mail reports
What it is

Sheets

Live spreadsheets, dashboards and scheduled reports on your QuickBooks Online data.

Works with QuickBooks Online.

Sheets turns your QuickBooks Online company into live spreadsheets. Invoices, bills, customers, vendors, the chart of accounts and reports become tables that spreadsheet formulas, pivot tables and charts read directly, so your numbers stay up to date without exporting.

  • Cash collection: open and overdue invoices by customer, with balances that stay current.
  • Spending: bills and expenses by vendor, account or month.
  • Pivot tables and charts on any table, and dashboards with filters.
  • Share sheets with colleagues, export to .xlsx or PDF.
  • Scheduled e-mail reports, sent from your own mailbox.

Sheets only reads your QuickBooks data: it never changes your books.

The data

15 tables from your QuickBooks Online company

Add any of them to a spreadsheet as a data source. Each table's page lists its columns and the formulas that use them.

Sales

Invoices 19 columns · data.invoices Estimates 12 columns · data.estimates Sales receipts 14 columns · data.sales_receipts Payments received 15 columns · data.payments_received Credit memos 11 columns · data.credit_memos

Expenses

Bills 15 columns · data.bills Bill payments 11 columns · data.bill_payments Expenses 14 columns · data.expenses

Accounting

Deposits 9 columns · data.deposits Journal entries 9 columns · data.journal_entries Chart of accounts 15 columns · data.chart_of_accounts

Lists

Customers 18 columns · data.customers Vendors 13 columns · data.vendors Products and services 16 columns · data.products_and_services Employees 8 columns · data.employees
Reports

Reports people build first

One formula each. Put it in a cell, fill it down a column, or turn the table into a pivot and a chart.

=data.invoices.sum(balance, status, "Overdue")
Overdue receivables. Everything customers owe past the due date. Sheets computes the Status column (Paid, Open or Overdue) from the balance and due date.
=data.invoices.sum(balance, customer, A2, status, "<>Paid")
Receivables by customer. Put the customers in column A with =list.invoices(customer) and the open balance beside each one.
=data.invoices.sum(total, date, ">=2026-01-01")
Invoiced this year. Total invoiced since 1 January; change the date to compare periods.
=data.bills.sum(balance, status, "<>Paid")
Bills to pay. Open and overdue bills, the cash you need to set aside.
=data.expenses.sum(total, payee, A2)
Spending by payee. Expenses per payee, ready for a pivot table or a bar chart.
=data.payments_received.sum(amount, payment_method, A2)
Payments received per method. Cash in by payment method, per row in column A.

All 7 reports

How it works

From connection to a live report

  1. ConnectSign in and choose your QuickBooks Online company. Sheets gets read-only access.
  2. Add dataAdd the tables a sheet needs as data sources, each under a short name.
  3. Write formulasUse =data.<name>.sum(…) next to any spreadsheet function, or build pivots and charts.
  4. Share and scheduleShare the sheet with colleagues, export to .xlsx or PDF, or e-mail it on a schedule.
FAQ

Questions

Does Sheets change anything in QuickBooks?

No. Sheets only reads your QuickBooks Online data. It never creates, edits or deletes invoices, bills or any other record.

Which QuickBooks data can a sheet use?

15 tables: invoices, estimates, sales receipts, payments received, credit memos, bills, bill payments, expenses, deposits, journal entries, chart of accounts, customers, vendors, products and services, and employees.

How current are the numbers?

Sheets reads QuickBooks when a sheet opens or refreshes, and keeps data at most in a short-lived cache, so formulas show the books as they are now.

How is the connection secured?

You connect through Intuit's own sign-in. The access tokens are stored encrypted (AES-256) and used only to read your company's data; disconnecting revokes and deletes them.

Can I send reports by e-mail?

Yes. A sheet can be sent on a schedule as PDF or .xlsx, from your own mailbox (Google, Microsoft, SMTP or a Resend key).

Live spreadsheets on your accounting data

Invoices, bills, customers and the chart of accounts become tables that formulas, pivot tables and charts read directly. Your numbers stay current without exporting.

Request access

Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.