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 -> Design Accounting Reports -> Tax Codes.
Select Tax Codes 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.
To find a certain field in the attributes list, you can type the name of the attribute and all attributes which has the entered value in it will be highlighted in the below box.
G-Accon for QuickBooks provides also the optional features that might be useful for your business.
Change Pull Settings allows you to perform the following operations:
- Create a new Google Sheet
- Enforce pick list values
- Create deep links to HubSpot
- Freeze Data Table Header
- Keep Original Formatting
- Retrieve headers
- Create a Data Table around pulled data
- Display Date Range
- 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 execute the process, click on the
Execute button. The report will be populated in the Google Sheet.
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.
How to modify your report and update your template at the same place?
You are in the middle of the refresh process and you realize you need to modify your report. You need to select Add-ons -> G-Accon for Xero -> Update/Modify/Delete Templates for Current Sheet
Select the object, make the necessary changes to it and Update the template or Update and Execute the new query.