The Google Sheets integration with Cash Flow Management is a two-way sync feature available to users with the Cash Flow Management Add-On plus, allowing you to connect your Qonto data to your financial forecasts in Google Sheets. With this integration, you are able to import forecasts from Google Sheets into Qonto and automatically synchronize categorized transaction data from Qonto back to your connected Google Sheet.
Who can use this integration?
This feature is available to users with the Cash Flow Management Plus Add-On. It is particularly valuable for business owners who already use Google Sheets for financial forecasting and for those currently syncing transaction data between Qonto and spreadsheets.
How can I set up this integration?
You can follow our step-by-step guide in this dedicated video tutorial
How does the two-way sync work?
The integration works in two directions:
- Google Sheets → Qonto: Import your financial forecasts for each month (generated by your existing formulas) into Qonto's cash flow management dashboard.
- Qonto → Google Sheets: Automatically sync your categorized actual transactions from Qonto to your connected Google Sheet.
Do I need to change my existing Google Sheets formulas?
No, you can keep using your existing formulas and forecasting methods. The integration simply takes the output of your formulas and imports it into Qonto, allowing you to maintain your current forecasting approach.
How does the Google Sheet sync work with multiple forecast scenarios?
Forecast scenarios can created, renamed, or deleted from forecast section of the Qonto app.
- Adding a scenario in Qonto will create a new tab (one tab for each scenario) in your connected Google Sheet.
- You can then edit the forecast for each scenario in your Google Sheet.
- Once synced, you can see each of the scenarios in Qonto and visualize them on the cash flow chart.