Connecting QuickBooks to Layer gives you the ability to automatically sync your Profit and Loss statements and General Ledgers data with your Google Sheets.

How to connect the QuickBooks integration?

To start using the QuickBooks integration, you'll first need to connect it to Layer:

  1. Open your Google Sheet and launch the Layer add-on.

  2. Navigate to the "Integrations" tab.

  3. Locate the QuickBooks integration and click the "Connect" button next to it.

  4. You will be redirected to the integration connection page. Toggle the switch and click "Authorize".

  5. You will be redirected to QuickBooks. You will need to log in to Intuit if you haven't already.

  6. You will receive a message indicating that the connection is ready and be redirected back to Google Sheets and Layer.

Note: If the integration was connected successfully, you will see a green "Connected" label displayed next to it.

How to import QuickBooks data into Google Sheets?

Once you've connected the QuickBooks integration, you can start using it to easily import your P&L statements and general ledgers into Google Sheets. All you have to do is:

  1. Navigate to the "Integrations" tab.

  2. Click the "Import Data" button shown below the QuickBooks integration.

  3. Select whether you want to import your P&L statement or general ledger.

  4. Define the time period to import by selecting the start and end dates.

  5. Click "Import". This will create a new sheet with your HubSpot data.

Learn More: QuickBooks Google Sheets integration

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