The Scenario
You're the CFO of a nonprofit with 12 active grant programs. The annual report is due next month. Your board wants revenue and expenses broken down by program — and that means QuickBooks needs to have a class for each grant so transaction data can be segmented.
You have a spreadsheet with all 12 program names ready. And once the classes exist, you'll need to pull the class sales report to see actual revenue and expenses per program.
The usual path: open QuickBooks, navigate to Lists, open the Class list, click New, type the class name, save, repeat. Twelve times. Then run a report, export it, clean it, paste it into the annual report workbook.
The bad version:
- Create 12 QuickBooks classes by hand — one at a time, navigating the same menu path for each
- After creating the classes, run the QuickBooks Class Sales report for FY2025 and export as CSV
- Open the CSV, find the data rows, strip the QuickBooks header block, clean up the amount formatting, and paste into the annual report Sheet
The board review is in two weeks. The data assembly shouldn't be consuming your time this close to the deadline.
The Easy Way: One Prompt in SheetXAI
SheetXAI is an AI agent inside your Google Sheet. It can create the QuickBooks classes from your spreadsheet and pull the resulting class report — both in the same session, without leaving the Sheet.
Create a QuickBooks class for each row in column A of this sheet and write the returned class ID to column B
What You Get
- A QuickBooks class created for each program name in column A
- Column B: the QuickBooks-assigned class ID for each created class
- After creation, you can immediately pull the class sales report without navigating to another tool
What If the Data Is Not Quite Ready
Some classes already exist in QuickBooks from a prior year — skip duplicates
Create QuickBooks classes for each row in column A where column B is blank — skip any class name that already exists in QuickBooks — and write the returned class ID to column B
After creating the classes, pull the class sales report for the current fiscal year
Fetch the QuickBooks class sales report for FY2025 and write each class name, total sales, and number of transactions into columns A, B, and C of this sheet
The annual report needs revenue and expenses broken out per class, not just total sales
Pull the QuickBooks class sales report for FY2025 with revenue and expense detail — write class name, total revenue, total expenses, and net income per class into columns A through D
You want to create all classes and immediately pull the report in one prompt
Create QuickBooks classes for all 12 rows in column A, write the returned class IDs to column B, then fetch the QuickBooks class sales report for FY2025 and write class name, total sales, and transaction count into columns D, E, and F
One pass to set up the structure and pull the data for the board report.
Try It
Get the 7-day free trial of SheetXAI and open the annual report Sheet — then ask it to create the 12 program classes and pull the FY2025 class report in one go. See also Pull a QuickBooks Profit & Loss Report Into a Google Sheet or the QuickBooks integration overview.