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Export your QuickBooks Account List report directly into Google Sheets using G‑Accon. Customize your report by selecting specific account types, filtering by status, and adjusting display options. You can also schedule automated refreshes and share the data seamlessly with your team — all without leaving your spreadsheet.

SECTIONS IN THIS ARTICLE

✅ Design a Report Template
✅ Schedule Automatic Refresh
✅ Modify Template
✅ YouTube Videos

Generating the Account List Report

To pull your Profit & Loss data into Google Sheets, follow these steps:

• Go to the menu and select Extensions.
• Choose G-Accon for QuickBooks.
• Click on Get Accounting Data/Reports
• Select Custom Accounting Reports
• Choose Account List report from dropdown box.

• Export Account List into Google Sheets

How To Create a Template for the Report

Choose the Account List report from the drop-down menu in Custom Accounting Reports. Once you select Account List from the Custom Accounting Reports dropdown, the Get Report from QuickBooks - Create a Template window opens.

Here you configure all report parameters before executing.

SELECT PARAMETERS

There are required and optional attributes for the Account List report.

Dynamic Date Range

Report data is calculated based on pre-populated relative periods such as This Month, This Quarter, This Year, Last Month, and more. Ideal for recurring reports that always reflect the current period without manual date adjustments

Static Date Range

Define a fixed start and end date for the report. The date range remains unchanged each time the report is refreshed, making it suitable for historical snapshots or period-end reporting.

Custom Date Range

Reference cells in your Google Sheet to drive the report dates dynamically. This is useful when date inputs are controlled by a dashboard or input sheet, allowing multiple reports to be updated by changing a single cell value.

SELECT PARAMETERS

Settings / Preview

The Pull Settings tab gives you fine-grained control over how report data is presented in your Google Sheet. All settings are optional and can be combined to suit your reporting workflow:

• Create a New Google Sheet — output the report into a new tab rather than the current sheet.
• Display Report Title — include the report name as a header row in the spreadsheet.
• Retrieve Headers — display column titles above your data.
• Display Only Account Codes — show account codes in place of full account names.
• Freeze Data Table Header — lock the header row so it remains visible when scrolling through large datasets.
• Create a Data Table Around Pulled Data — wrap the output in a structured Google Sheets table for easier filtering and sorting.
• Keep Original Formatting — preserve the formatting applied in QuickBooks rather than using G-Accon's default style.
• Remove Empty Dividing Rows — strip out blank rows that QuickBooks uses as section separators, giving a cleaner output.
• Display Fully Qualified Names — show complete account or item names including parent hierarchy.
• Only Data Rows — exclude subtotal and summary rows, returning only raw line-item data.
• Only Report Summaries — show only subtotal and summary rows, hiding individual line items.
• Create Deep Links to QuickBooks — add clickable links in the sheet that open the corresponding transaction or account directly in QuickBooks.
• Highlight Every Other Row — apply alternating row shading to improve readability across wide reports.
• Append to the Previous Template — add new data below an existing report rather than overwriting it.
• Add Company Name Column — prepend a column with the company name, useful for multi-entity reporting.

You can also specify a Start Cell (e.g. A1) to control exactly where in the sheet the report is placed, and assign a Template Name (e.g. Template Name #1) to identify the report when managing multiple templates in the same spreadsheet. At the bottom part it also preview the layout setting you configured.

MULTI - CURRENCY CONVERTER

If you need to generate your Account List report in a currency other than your QuickBooks base currency, the Multi-Currency Converter tab lets you select a target currency and choose how exchange rates are applied.

Finally, click "Execute" to generate the report in your chosen currency, and it will appear in your Google Sheet.

How to Schedule Automatic Data Refresh

G-Accon's Automation feature lets you schedule your Profit & Loss report to refresh automatically — no manual intervention needed. You can also configure notifications to alert team members, clients, or stakeholders when a refresh completes.

To set up an automated refresh:

• Go to Extensions → G-Accon for QuickBooks → Automation → Create Workflow.
• Add the Profit & Loss template to the workflow and set your preferred refresh schedule (e.g. daily, weekly, or monthly).
• Optionally configure email notifications to be sent automatically when the refresh completes.
• Multiple templates can be included in a single workflow, each with its own schedule.  here.

How To Modify Your Report and Update Your Template

During the refresh process, if you need to modify your report, follow these steps:

• Click on "Extensions" in the menu.
• Choose "G-Accon for QuickBooks"
• Select "Edit Templates for Current Sheet"
• To Refresh and Modify a template there is no need to be signed in into the organization

Select the template, make the necessary changes to it and Update the template or Update and Execute  the new query.