QuickBooks Online invoices in a live spreadsheet
Add the Invoices table to a sheet as a data source named invoices and its 19 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.invoices.sum(total) Total total. Adds up the Total column over every row of Invoices.
=data.invoices.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.invoices(customer) Every customer, once. Spills the distinct customer values down the column: the row labels for the formula above.
=data.invoices.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.invoices.count(id, customer, "<>") Rows with a customer. Counts the rows whose Customer is not empty.
=data.invoices.avg(balance) Average balance. avg, min, max, count, countd (distinct) and first work the same way as sum.
Reports that use it
=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.
Columns
| Column | In formulas | Type |
|---|---|---|
| ID | id | Text |
| Invoice no. | invoice_no | Text |
| Date | date | Date |
| Due date | due_date | Date |
| Customer | customer | Text |
| Customer ID | customer_id | Text |
| Total | total | Number |
| Balance | balance | Number |
| Status | status | Text |
| Currency | currency | Text |
| Terms | terms | Text |
| Terms ID | terms_id | Text |
| Location | location | Text |
| Location ID | location_id | Text |
| Billing e-mail | billing_e_mail | Text |
| E-mail status | e_mail_status | Text |
| Memo | memo | Text |
| Created at | created_at | Date and time |
| Updated at | updated_at | Date and time |
Other sales tables
Your invoices, 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.