Build a Cash-Flow Insights Dashboard from QuickBooks in Google Sheets
Create a dynamic cash-flow insights dashboard in Google Sheets using QuickBooks Online export data.
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Who is this for?
This guide is for Accountants, CFOs, and Business Owners who need to build a flexible cash flow dashboard that updates with QuickBooks data.
Step-by-Step Guide
Troubleshooting & Common Pitfalls
| Issue | Solution |
|---|---|
| Data not updating | Pivot tables do not auto-refresh when new data is pasted. You must go to Data > Refresh pivot tables. |
| Slicer disconnects | Ensure the Slicer is applied to all pivot tables you want to control. Check "Apply to pivot tables" in slicer settings. |
| Broken Formulas | If you overwrite the raw data tab, formulas referencing specific ranges might break. Use named ranges or full columns (e.g., A:A) to be safe. |
Get started with Trinity
Trinity is a conversational expert who works alongside you, following your screen and guiding you through each step. It's like having someone who really knows Google Sheets sitting right next to you.
What happens when you click "Start with Trinity"
- 1Connect your microphoneGive permission for Trinity to access your microphone so you can ask questions and get Trinity's help as you go.
- 2Share your screenShare the screen you are working on so Trinity can see what you're doing and provide guidance.