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How does Qonto x Google Sheets work?

  • Updated

Create financial dashboards and analyze your transactions

Google Sheets is an online spreadsheet app that lets you create and format spreadsheets. Qonto has developed an integration with Google Sheets to automatically send your transactions to your Google Sheets spreadsheet.

 

👉 These integrations are available for Smart, Premium, Essential, Business and Enterprise plans.

 

How to connect Google Sheets with Qonto?

Simply go to the Integrations and Partnerships section in your Qonto app, click on the Google Drive integration and follow these simple steps:

  • Select the Google account you wish to use to sync your transactions

  • Once logged in, authorize Qonto to sync your data in Google Sheets by clicking Continue

  • Select the date from which you would like to begin syncing your transactions; you may select an earlier date or today’s date

  • Click Finish, your integration is ready! 🎉

A Qonto Connect spreadsheet will be created in your root folder, with a tab synchronizing your transactions. You can also access this spreadsheet from “Useful links” in the top right of your screen.

 

☝ Good to know : The transactions already associated with your Qonto account will be synchronized immediately once the integration has been configured; any new transaction on your account will be synchronized the next day by 5AM.

 

What’s new with the category columns?

With the launch of Cash Flow Management, we introduced a new system for categorizing transactions at Qonto.

  1. Column for the new Cash Flow Management categories – These categories are automatically assigned by Qonto and help you better manage your liquidity.
  2. Column for the old, manually created categories – This column keeps the custom categories you previously created, so you don't lose your previous structure.

This way, you keep full visibility of both systems and can decide which column to use in your analyses.

 

What happens if I edit the tab containing the transactions?

Editing the tab Sync. Transactions - Do not edit will break the connection. If you want to modify some of your transaction information, you should create another tab in the spreadsheet and link it to the protected tab.

 

Need help in using this integration? We’ll guide you step by step to leverage the export of your transactions into Google Sheets thanks to this dedicated article.

 

How much of my Qonto account data will Google Sheets have access to?

We will not share any of your data with Google Sheets without your express consent, which you may revoke at any time with a few clicks to stop sharing your data.

 

For further information about Google Sheets, visit their Help center !

 

Can I sync forecasts and actual transactions between Qonto and Google Sheets?

Yes, you can do this with the Google Sheets integration for Cash Flow Management, available by activating the Cash Flow Management Plus add-on. You’ll find more information in this article.