1. Download the app to your computer.
a. Google Sheets
b. Microsoft Excel
2. Create an account with Genius Sheets. Signup
3. Connect your QuickBooks account by navigating to the Dashboard.
a. First, click the Add another company button.
b. Then, click the Connect to QuickBooks button.
4. Once the company has been connected you can open the add-in in either Google Sheets or Excel and login using the credentials from step 2.
Once inside Genius Sheets you will see the menu for our Text To Reports generator.
You can type in simple english the type of report and time period you are looking for and it will generate
For more detailed instructions on how to use the Genius Sheets formulas. Watch the video tutorial below.
With Genius Sheets formulas you can filter your general ledger accounts by Class, Customer, Product/Service, Location, Department, or even Vendor. To learn how to use the filters you can pull either the P&L or Balance Sheet with the "with formulas" button checked and a filter selected for the report. The output will have the Genius Sheets formulas already linked for you.
You can also watch this short video!