QuickBooks Online estimates in a live spreadsheet
Add the Estimates table to a sheet as a data source named estimates and its 12 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.estimates.sum(total) Total total. Adds up the Total column over every row of Estimates.
=data.estimates.sum(total, customer, A2) Total per customer. With a customer in A2, the total for that one. Fill it down next to a list of them.
=list.estimates(customer) Every customer, once. Spills the distinct customer values down the column: the row labels for the formula above.
=data.estimates.sum(total, date, ">=2026-01-01") Since a date. Only rows whose Date is on or after 1 January 2026. Criteria such as ">=", "<" and "<>" work as in any spreadsheet.
=data.estimates.count(id, customer, "<>") Rows with a customer. Counts the rows whose Customer is not empty.
Columns
| Column | In formulas | Type |
|---|---|---|
| ID | id | Text |
| Estimate no. | estimate_no | Text |
| Date | date | Date |
| Expires | expires | Date |
| Customer | customer | Text |
| Customer ID | customer_id | Text |
| Total | total | Number |
| Status | status | Text |
| Currency | currency | Text |
| Memo | memo | Text |
| Created at | created_at | Date and time |
| Updated at | updated_at | Date and time |
Other sales tables
Your estimates, 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.