Preview before replacing
Review an existing destination and confirm an overwrite when required. Do not use your analysis tab as the sync destination.
GOOGLE SHEETS SYNC · PRIVATE PILOT
Your reports.
Already in the sheet.
Send selected BooksAI reports to Google Sheets and refresh them on a schedule. Spend less time exporting the same numbers before every meeting.
Reporting, on your schedulePRIVATE PILOT
BooksAI report Google SheetsAlder & Co. · Monthly P&LUSD
| Account | Jul | Aug | Sep |
|---|---|---|---|
| Income | 66,000 | 70,000 | 78,000 |
| Expenses | 30,000 | 32,200 | 34,400 |
| Net income | 36,000 | 37,800 | 43,600 |
Weekly refresh Review destination before syncing
A REPORT THAT FITS YOUR ROUTINE
Set the source.
Choose the destination.
- 01Choose the report
Select the company or a supported group report, reporting period and accounting basis.
- 02Inspect the destination
Connect Google, select the spreadsheet and tab, and review what will be written.
- 03Set the cadence
Refresh manually, hourly, daily or weekly where the pilot is enabled.
- 04Check the run
Review refresh status, row count and errors. Pause or adjust the sync when your needs change.
CONTROL THE HANDOFF
Your analysis stays yours.
Your destination needs care.
A scheduled refresh replaces the selected output tab. Keep your own formulas and notes in separate tabs that reference it.
Refresh the report output
Sync is a reporting workflow. Editing a Google Sheet does not post accounting changes back into QuickBooks.
Keep freshness visible
Refresh timing depends on source data, connection permissions, quotas and successful runs. Scheduled does not mean real time.
A PRACTICAL EXAMPLE
Monday’s meeting.
One familiar workbook.
A fictional studio refreshes its monthly P&L into a dedicated report tab. The team keeps budget comparisons and commentary in separate tabs, then checks the last successful refresh before the meeting.
Excel workbook export and CSV remain separate reporting options. Google Sheets sync is a private pilot, subject to account setup and supported reports.
BOOKSAI · BY SUMPULSE SOFTWARE INC.