QuickBooks Online payments received in a live spreadsheet
Add the Payments received table to a sheet as a data source named payments_received and its 15 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.payments_received.sum(amount) Total amount. Adds up the Amount column over every row of Payments received.
=data.payments_received.sum(amount, customer, A2) Amount per customer. With a customer in A2, the total for that one. Fill it down next to a list of them.
=list.payments_received(customer) Every customer, once. Spills the distinct customer values down the column: the row labels for the formula above.
=data.payments_received.sum(amount, 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.payments_received.count(id, customer, "<>") Rows with a customer. Counts the rows whose Customer is not empty.
=data.payments_received.avg(unapplied) Average unapplied. avg, min, max, count, countd (distinct) and first work the same way as sum.
Reports that use it
=data.payments_received.sum(amount, payment_method, A2) Payments received per method. Cash in by payment method, per row in column A.
Columns
| Column | In formulas | Type |
|---|---|---|
| ID | id | Text |
| Date | date | Date |
| Customer | customer | Text |
| Customer ID | customer_id | Text |
| Amount | amount | Number |
| Unapplied | unapplied | Number |
| Reference no. | reference_no | Text |
| Payment method | payment_method | Text |
| Payment method ID | payment_method_id | Text |
| Deposit to | deposit_to | Text |
| Deposit to ID | deposit_to_id | 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 payments received, 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.