How to integrate Google Sheets with freee Accounting to update client information in freee Accounting when a row is updated in Google Sheets

If you are spending too much time updating client information and putting off other important tasks, this is a must-read for you.
By integrating Google Sheets with freee Accounting, you can automate the updating of client information.
Automation can reduce the hassle of manual work and minimize errors.
This article provides a detailed explanation of the specific integration method using the no-code tool Yoom and its benefits.
Let's aim to automate the updating of client information and improve work efficiency.

Recommended for

・Those who use Google Sheets and freee Accounting in their work
・Those who manage client information in spreadsheets and find double entry with freee Accounting cumbersome
・Those who want to streamline the sharing of client information between sales and accounting departments
・Those who want to solve errors and data inconsistencies caused by manual work through automation
・Those who want to achieve real-time information sharing and work efficiency among teams

Benefits and Examples of Integrating Google Sheets and freee Accounting

Benefit 1: Error Reduction

When updating client information in Google Sheets and reflecting it in freee Accounting, there is a risk of input errors and missed updates when done manually.
Especially for data that requires accuracy, such as client contact information, billing addresses, and bank account details, errors can often affect subsequent billing and payment processes.
By automating this flow, information changed in the spreadsheet is reflected in freee Accounting, leading to a reduction in input errors.
For example, if a client's account information or phone number changes, the accounting staff only needs to enter it into the spreadsheet, and it will automatically be reflected in freee Accounting.
As a result, data consistency is maintained, and accurate accounting processing can be expected.

Benefit 2: Smoother Information Sharing Among Teams

If the sales team updates client information and manually processes invoices after sharing that information with the accounting team, there is a risk of using outdated client information depending on the timing of the sharing.
However, by introducing this automation flow, simply updating the spreadsheet information will timely reflect it in freee Accounting.
For example, when a sales representative updates client information in the spreadsheet, it is also reflected in freee Accounting, allowing the accounting staff to prepare invoices using the updated client information.
This process eliminates the need for extra communication to confirm updates and interactions between teams.
As a result, smooth progress of work and overall productivity improvement can be expected.

Benefit 3: Reduction of Manual Work

You can significantly reduce the time spent on manually entering and updating client information.
Normally, managing client information requires double entry of data input into spreadsheets into freee Accounting.
This manual process takes more time as the amount of data increases.
However, by introducing the integration flow, information updated in the spreadsheet is automatically reflected in freee Accounting, eliminating these hassles.
For example, if many clients' account information changes, simply updating the spreadsheet will automatically reflect it in freee Accounting.
As a result, even during busy periods at the end of the fiscal year, condition changes can be reflected quickly, allowing work to proceed efficiently.

[What is Yoom]

How to Create an Integration Flow Between Google Sheets and freee Accounting

So far, we have introduced the benefits of integrating Google Sheets with freee Accounting.
Let's quickly integrate the apps we will use this time with Yoom!
After completing the registration of My Apps, we will create a flowbot that "updates client information in freee Accounting when a row is updated in Google Sheets."