Start here

Looking to get started with Genius Sheets? 
Follow along below.

Quick Start

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.

Getting Started

To use Genius Sheets you can first sign up for a free account on the website. This email and password will be the same you can use to log in to the add-in through either Excel or Google Sheets.

Connect to Quickbooks

Once an account has been created, on the dashboard page of the website select the “Connect To QuickBooks” button and complete the QuickBooks authentication process. Make sure you select the specific entity you want to connect as you go through and authenticate.

Install Add-In

You can find the Genius Sheets Add-in within either the Microsoft Excel Store or Google workspace store or you can download them right from your workbook.

For Google Sheets you can go to Extensions => Add-ons => Get Add-ons

Text To Reports

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

Live Data Connection

Genius Sheets also features the ability to connect your data in Excel or Google Sheets through a live data connection.

Custom Formulas

The way Genius Sheets works is your data is connected to QBO on a cell-by-cell basis.

Genius Sheets has 3 main custom formulas.

GS.IS - For the Income Statement

GS.BS - For the Balance Sheet

GS.CF - For the Cash Flow Statement

The structure of the formula is as follows -

=GS.IS("Category", "Start Date", "End Date', "Company Name", "Filter")
Category - Enter the exact GL account name that is in QBO

Start Date - Beginning of the period

End Date - Ending date of period

Company Name - If you are building consolidated reports with multiple QBO entities you can enter the name of the QBO file here

Filter - If you want to pull your data by class, customer, vendor, location, or department you can enter that here.

Pro Tip- if you only enter a start date, it will pull the full months data for that month.

For more detailed instructions on how to use the Genius Sheets formulas. Watch the video tutorial below.

Consolidated Reporting

With Genius Sheets formulas you are able to build your own customized consolidated reports in Excel or Google Sheets.

Our recommendation when building consolidated reports is to create your own consolidated P&L first, then line up the separate companies across the top of your spreadsheet in the columns. That way all you have to do is hit the refresh data button and watch all the data sync to QBO.

You can set a nickname for your company on the dashboard of the website. Using this 4 digit abbreviation you can use it in the formulas to refer to your different QuickBooks entities.

Nightly Refresh for Google Sheets

If you are using our custom formulas in Google Sheets. You can enable "nightly refresh". That will automatically sync all of your data from QBO each night - ensuring you are always up to date.

Formula Filtering

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!

List Categories

Within the add-in, the menu option ‘List Categories’ will show you the exact names of the categories, including account numbers, from your QuickBooks Online account that you can reference for the formulas. You can also generate a report with the formulas already built in by selecting that option from the ‘pull reports’ menu.

To start mapping the names of your categories you can use the Genius Sheets formulas with cell references in order to pull the category name and date you are looking for.

Track Newly Added Categories

By clicking on the grey dot within the List Categories section you can see a list of all newly added accounts added in the last 60 days, including the name of the account and the account added.

Transaction level data

On any cell that is using a Genius Sheets formula, you can drill down and see the underlying transaction list for that time period. This lets you stay in your spreadsheet to analyze any unexpected numbers in your reports or models

Frequently Asked Questions

What if I need more help getting started?

You can reach out to the team for help!

Do you have any other learning resources!

We have lots of videos available on Our YouTube Channel.