Export to Google Sheets
Connect Google Sheets and append each invoice as a 15-column row, with re-exports updating the existing row.
The Google Sheets export writes each document as a row in a spreadsheet, so you get a running ledger you can sort and filter. Connecting Google Sheets is an admin or owner action. Once it is connected, anyone with the member role and above can run an export.
Connect Google Sheets
Open Integrations
In the dashboard, open Settings, then the Integrations tab.
Connect Google Sheets
Find the Google Sheets card and click Connect. You go to Google's sign-in screen.
Approve access
Review the access Google asks for and click Allow. Google sends you back to the Integrations tab.
A spreadsheet is created for your organization the first time you export. If the spreadsheet is later deleted in Google Drive, the next export creates a fresh one.
The 15 columns
Each document becomes one row with these columns, in this order.
| # | Column | # | Column |
|---|---|---|---|
| 1 | Date | 9 | Total |
| 2 | Type | 10 | Status |
| 3 | Vendor | 11 | Tags |
| 4 | Number | 12 | Source |
| 5 | Currency | 13 | Filename |
| 6 | Subtotal | 14 | Document ID |
| 7 | Tax | 15 | Signed Total |
| 8 | Discount |
Signed Total sits last on purpose. Appending it there keeps every other column at the position it has always had, so a formula or a pivot built on an older sheet keeps working.
Total stays the figure printed on the document, always positive. Signed Total is negative on a credit note and equal to Total on an invoice or a receipt.
A spreadsheet created before credit notes shipped keeps its old header row. New rows written to it carry the Signed Total value in column 15, under a blank header, until you type the header in yourself or let Inbox Ledger create a fresh spreadsheet.
Export a document
Open Documents, open a row menu, and click Export to Sheets. To export several at once, select the documents and click Sheets in the batch bar.
Re-exporting a document does not duplicate it. Inbox Ledger finds the existing row by its Document ID and updates that row in place.
Automatic export
If you turn on the Google Sheets target as an auto-export, every new document is appended on its own as it is captured. A manual export you run by hand does not retry on failure.
Related
Exports overview
Compare every export target.
Export to Google Drive
Upload original PDFs into a folder.
Export failed
Fix a stalled or rejected export.
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