How do I enable exporting of reports from Quickbooks to Google Sheets? Google sheets is listed as an export option, but the message says to set up through admin. How?

Hey there, @pete-skalla-v5sy. 

Thanks for reaching out to the Community for support. I'm happy to help you export to Google Sheets. 

Exporting to google sheets is a new feature included with QuickBooks Online Advanced. It makes sharing reports and exporting as easy as 1,2,3. When using this new feature, please know you must be signed in as the Master Admin User. 

Once you're signed in as the Master Admin User, let's set everything up. 

Here's how:

1. Open the report you wish to export to Google Sheets. 

2. From the export drop-down hit Google Sheets.

3. Enter the code sent to you by Intuit to verify it's you. 

4. Agree to the permission by hitting Allow. 

Once you click Allow, your Google account will open for you to sign in to link the account. Then, once you've linked the accounts, you can now export to Google Sheets. 

However, if you're currently signed in as the Master Admin, could you provide a screenshot of the message you're receiving. 

Please do let me know if you have further questions or concerns. I'll be here every step of the way. Feel free to reach out to the Community at any time. Take care! 

Hello, This was very easy to do for me.  Thank you.

Please tell me how to disconnect my gmail account.  I used the wrong one and I'd like to change it. 

Thank you.

Thank you.  I would like to know how to change my google account, it automatically pulls up the wrong one.

Thanks for following this conversation, @AmyD01. I can walk you throuhg de-linking your Google account from QuickBooks. Here's how:

1. Sign in using your Intuit credentials.
2. Go to the Gear icon, then click Intuit account under Profile.
3. Select Sign In & Security on the Intuit Accounts Settings page.
4. In the Linked Identities section, locate the Signed in With Google identity, then select Remove next to the Google Identity you need to de-link.
5. Click Remove again to confirm, then Exit.

For more information about Google Sheet, check out this link: https://automate.io/integration/google-sheets/quickbooks.

For future reference, you can also check out this article: Sign in to QuickBooks Online with Google. It contains answers to most frequently asked questions about using Google account and how it works on QuickBooks. 

Feel free to message again if you have additional questions. We're always delighted to help in any way we can. 

What about for the rest of the employees? I want the other employees to have this feature not just me as the master admin. How do I fix this?

Hi, maccounting1.

Thank you for reaching out to us. I'll make sure that you can export reports.

This feature is accessible for admins, but other users will have limited access.
They can have this access if they have administrative access.

Note:  Only Master or  Company administrators are able to follow these steps.

Here's how:

1. Select Settings ⚙️, then Manage Users.
2. To edit the user, select Edit in the Action column.
3. From the User Type drop-down, select Admin.
4. Select Save and close.

You can check this article for additional information in exporting reports in Google sheets.

Feel free to reply to this thread if you have questions. I'm always here to help.


 

Try out Skyvia (https://skyvia.com/data-integration/integrate-quickbooks-google-sheets). It is our choice for Quickbooks Google Sheets integration

When you say "other users will have limited access", what does that mean? Does that mean that if they are not an Admin user, they can't export to Google Sheets at all? Or that they can only export certain reports? We'd like our non-Admin users to be able to export to Google Sheets but we don't want to make them company admin users. Is this possible?

You're correct, Cumulus, the user is unable to export Google Sheets if they don't use admin access in QuickBooks Online.

I understand you want a non-admin user to be able to export without making them an admin. Users can only have specific access to areas in QuickBooks Online for security reasons.

I'm adding these helpful modules to find out more details about handling access limitations:

• User roles and access rights in QuickBooks Online
• Add and manage users in QuickBooks Online

Furthermore, you can read the FAQ's about signing in to QuickBooks Online with your Google account.

Don't hesitate to comment below if you have extra concerns regarding data or user management or QuickBooks in general. Take care always!