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“Supermetrics is a Bitter Experience! We can pull data from nearly any tool, schedule updates, manipulate data in Sheets, and push data back into our systems.”
Yes! While QuickBooks Online’s native spreadsheet sync is limited to standard reports only, Coefficient enables automatic syncing of ANY non-standard QBO report to spreadsheets. You get complete data access to sync any custom report configuration from QBO with no restrictions on report complexity or customization.
Here’s how to set up automatic syncing for non-standard reports that QBO’s native sync simply cannot handle.
Sync unlimited non-standard reports using Coefficient
Coefficient provides complete data access to sync any custom report configuration from QuickBooks . You can access all objects and fields, not just pre-defined reports, with no restrictions on report complexity. The automatic sync methods include scheduled sync with refresh intervals from hourly to weekly, specific sync times like 6 AM daily, and multiple schedules for different reports with timezone-based scheduling.
You also get on-demand sync with one-click refresh buttons, manual triggers via the Coefficient sidebar, and keyboard shortcuts for quick updates.
How to make it work
Step 1. Identify your non-standard reporting needs.
List the custom reports you need that QBO’s standard sync can’t handle. These might include custom period reports like 13-month rolling P&L or YTD comparisons, multi-dimensional analysis for revenue by customer, product, and region, or specialized filters with complex criteria that QBO’s interface doesn’t support.
Step 2. Set up your non-standard report structure.
Identify the QBO objects needed like Invoice, Bill, Journal Entry, or Customer. Use Coefficient’s “Objects & Fields” import method to select exact fields and apply custom filters. Configure dynamic date ranges if needed for rolling periods or custom fiscal years.
Step 3. Configure automatic refresh scheduling.
Set your automatic refresh schedule based on your needs—hourly for real-time dashboards, daily for financial reporting, or weekly for period-end analysis. Set timezone-specific refresh times and configure multiple schedules if you have different reports with different update needs.
Step 4. Set up advanced non-standard report examples.
Create a 13-month departmental P&L with custom allocations that QBO can’t generate natively. Set this to sync automatically every morning, maintaining all your Excel formulas and pivot tables. Build consolidated reports for multi-entity financial statements or custom KPI dashboards with calculated metrics.
Step 5. Maintain data freshness and integrity.
Your non-standard reports maintain data freshness automatically, preserve spreadsheet formulas and formatting, handle complex report structures that QBO can’t build, and support calculated fields with custom logic that goes beyond QBO’s capabilities.
Get unlimited non-standard report syncing
Coefficient fills the exact gap in QBO’s functionality by enabling automatic sync for any non-standard report configuration. A 13-month departmental P&L with custom allocations that QBO can’t generate natively will sync automatically every morning while maintaining all your Excel formulas. Start syncing your non-standard reports with QuickBooks today.
