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 -> Profit And Loss By Location.
Select Profit And Loss By Location option from the drop down menu. G-Accon for QuickBooks provides the ability to set up the Date for your data manually or you can refresh your data dynamically. Date range should not exceed 365 days.
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.
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.
There are required attributes for Profit And Loss By Classes report:
- Accounting Method
QuickBooks provides Optional features that might be useful for your business.
Change Pull Settings allows you to perform the following operations:
- Create a new Google Sheet
- Display Report Title
- Display only account codes
- Keep Original Formatting
- Only data rows
- Only report summaries
- Retrieve headers
- Create a Data Table around pulled data
- Freeze Data Table Header
- Exclude Auto Refresh
- Remove empty dividing rows
- Create deep links to QuickBooks
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.
How to schedule automatic refresh?
To schedule the auto refresh, you can create a workflow thru the option Create Workflow and schedule auto refresh and notification processes. Automatic workflow allows users to create different workflows, include specific templates, set up the different schedules for different workflows, notify the customers, clients, and the team members using different automatic notifications within the same spreadsheet. See the Automation process for further explanation.
To execute the process, click on the “Execute” button. The Profit And Loss By Location details will be populated on the Google Sheet.