Accounts

To get accounts data from QuickBooks you need to be logged in into QuickBooks. Then you need to select from the menu Add-ons -> G-Accon for QuickBooks -> Get Accounting Data -> Accounts.

Select Accounts option from the drop down menu. You can select all attributes or some attributes based on your preferences. You can also expend attributes the see the whole structure with sub attributes or collapse it.

QuickBooks provides Optional features that might be useful for your business.

Change Pull Settings allows you to perform the following operations:

  1. Create a new Google Sheet
  2. Enforce pick list values
  3. Freeze Data Table Header
  4. Retrieve headers
  5. Keep Original Formatting
  6. Create a data Table around pulled data
  7. Display Date Range
  8. Exclude Auto Refresh

You can also provide the start cell, for instance, A1. And provide the name of the template in Template Name field.

Select the field to filter by. This powerful feature allows to filter data based on your specific criteria.

The data query result can be displayed in certain order. To achieve that you need to use Order Result By option. In Order By field you need to select the attribute and Order Type will give you the Ascending or Descending order options.

To schedule the auto Refresh, you can use option Schedule a Refresh. The important to remember this settings will take effect only if the master auto refresh process in turned on. See the Automation process explanation.

To execute the process, click on the “Execute” button. The Accounts details will be populated on the Google Sheet.