How it works
Four steps, all inside the sheet you are already working in. Nothing is written to QuickBooks until you have seen the validation result.
-
Connect your QuickBooks company
Open the sidebar from Extensions › QuickBooks Bulk Importer and click Connect to QuickBooks. You sign in through QuickBooks' own OAuth screen — the add-on never sees your password. The sidebar then shows which company you are connected to, so you always know where rows are going.
-
Generate a template from your live data
Pick invoices, bills, or customers and click 1 · Create template tab. The add-on reads your company's real chart of accounts, payment terms, customers, and products, and builds a sheet whose dropdowns contain exactly those values — so a typo that QuickBooks would reject can't be entered in the first place.
-
Fill in your rows and validate them
Paste or type your data, then click 2 · Validate rows. Every row is checked against the live company: unknown accounts, bad dates, unmatched customers, and stale records are all flagged in the sheet before anything is written. Clean rows are marked OK; problem rows get an explanation in the row itself.
The sidebar shows the connected company and the three-step import panel; the template's dropdowns come from that company. -
Push, and get an audit trail back
Click 3 · Push to QuickBooks. Clean rows are created or updated in bulk, and the results are written straight back into the sheet: the QuickBooks record Id, its SyncToken, a created/updated result, and a direct link to the record. An append-only Activity Log tab records every run, so you can show exactly what was posted and when.
Every pushed row comes back with its QuickBooks Id, SyncToken, result, and a link to the record.
What you need before you start
- A QuickBooks Online company, and an account with permission to create invoices, bills, or customers in it.
- A Google account, and edit access to the spreadsheet you want to import from.
- Nothing else — there is no server to set up, no API key to paste, and no data leaves your sheet and your QuickBooks company.