QuickBooks Online customers in a live spreadsheet
Add the Customers table to a sheet as a data source named customers and its 18 columns become names your formulas, pivot tables and charts use. Sheets reads it from your QuickBooks Online company each time the sheet opens or refreshes.
Formulas on this table
=data.customers.sum(open_balance) Total open balance. Adds up the Open balance column over every row of Customers.
=data.customers.sum(open_balance, country, A2) Open balance per country. With a country in A2, the total for that one. Fill it down next to a list of them.
=list.customers(country) Every country, once. Spills the distinct country values down the column: the row labels for the formula above.
=data.customers.count(id, country, "<>") Rows with a country. Counts the rows whose Country is not empty.
=data.customers.avg(balance_with_sub_customers) Average balance with sub-customers. avg, min, max, count, countd (distinct) and first work the same way as sum.
Reports that use it
=data.customers.count(id, open_balance, ">0") Customers with an open balance. How many customers still owe you something.
Columns
| Column | In formulas | Type |
|---|---|---|
| ID | id | Text |
| Name | name | Text |
| Company | company | Text |
| First name | first_name | Text |
| Last name | last_name | Text |
e_mail | Text | |
| Phone | phone | Text |
| Open balance | open_balance | Number |
| Balance with sub-customers | balance_with_sub_customers | Number |
| City | city | Text |
| State | state | Text |
| Country | country | Text |
| Sub-customer | sub_customer | Yes / no |
| Parent ID | parent_id | Text |
| Active | active | Yes / no |
| Currency | currency | Text |
| Created at | created_at | Date and time |
| Updated at | updated_at | Date and time |
Other lists tables
Your customers, live
Invoices, bills, customers and the chart of accounts become tables that formulas, pivot tables and charts read directly. Your numbers stay current without exporting.