Customer Income

To get accounting report 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 Reports -> Customer Income.

Select Customer Income option from the drop down menu. G-Accon for QuickBooks provides the ability to set up the Dynamic or Static Date to pull the customer balance manually or you can refresh it dynamically. 

Customer Income with Dynamic Date Range

Customer Income with Static Date Range

You have the ability to set up the Date Range (To and From) dynamically. The report data will be calculated based on the selected Date Range.

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Dynamic Date Range

You also have the ability to set up the Date Range (To and From) statically. The report data will be calculated based on the selected Date Range.

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Static Date Range

There are required attributes for Cash Flow By Vendor report:

  1. Accounting Method
  2. Location(s)
  3. Term(s)
  4. Classes
Accounting Method (required)

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. Display Report Title
  3. Display only account codes
  4. Keep Original Formatting
  5. Only data rows
  6. Only report summaries
  7. Retrieve headers
  8. Create a Data Table around pulled data
  9. Freeze Data Table Header
  10. Exclude Auto Refresh
  11. Remove empty dividing rows

You can also provide the start cell, for instance, A1. And provide the name of the template in Template Name field, for instance, Template #1.

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Change Pull Settings

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.

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Schedule a Refresh

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

Execute Customer Income Report