QuickBooks to spreadsheet, automated · QBR-7

Automated QuickBooks data extraction for spreadsheet analysis

Extracts QuickBooks data and formats it for Excel or Google Sheets. Replaces the manual export and reformatting workflow.

Get started Capabilities

§  01 / 05

Capabilities

01

Data Extraction

Pulls transaction data, reports, and account balances directly from QuickBooks Online or Desktop.

02

Format Conversion

Transforms QuickBooks export formats into analysis-ready Excel and Google Sheets structures.

03

Scheduled Runs

Configurable automation schedules for daily, weekly, or monthly report generation.

04

Multi-Entity Support

Handles multiple QuickBooks company files from a single dashboard.

05

Template Mapping

Maps QuickBooks fields to your existing spreadsheet templates and column structures.

§  02

Specification

Output Formats
XLSX, CSV, Google Sheets
QuickBooks Versions
Online, Desktop Pro/Premier
Scheduling
Cron-based, 15min minimum interval
API Auth
OAuth 2.0
Data Retention
90 days
Export Size Limit
100,000 rows per report

§ 03

Access

Starter

$19 / per month

Entry-level automation for solo bookkeepers.

  • 1 QuickBooks company file
  • Weekly scheduled exports
  • Excel and CSV output
  • Email support
Start
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Professional

$49 / per month

Core features for growing accounting practices.

  • Up to 5 QuickBooks company files
  • Daily scheduled exports
  • Google Sheets integration
  • Custom template mapping
  • Priority email support
Start

Business

$99 / per month

Unlimited usage for established firms.

  • Unlimited QuickBooks company files
  • 15-minute scheduling intervals
  • All output formats
  • Custom field mapping
  • Dedicated support channel
  • API access
Start

§ 04

Reference

Q01What QuickBooks versions are supported?
The service supports QuickBooks Online and QuickBooks Desktop Pro/Premier editions. Desktop connections require the QuickBooks Web Connector.
Q02How does the Google Sheets integration work?
After OAuth authorization, reports are written directly to specified Google Sheets. You can map QuickBooks fields to existing columns in your templates.
Q03Can I customize which reports are generated?
Yes. You configure report types, date ranges, and field selections in the dashboard. The system supports Profit & Loss, Balance Sheet, Transaction Detail, and custom report queries.
Q04What happens if a scheduled export fails?
Failed exports trigger an email notification with error details. The system retries twice before marking the job as failed. All attempts are logged in your dashboard.

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Extracts QuickBooks data and formats it for Excel or Google Sheets. Replaces the manual export and reformatting workflow.

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