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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.”
You can pull QuickBooks Online expense totals directly into Google Sheets formulas for live calculations, eliminating the limitations of static CSV exports that break your formula references.
This approach creates live-linked data ranges that update automatically, so your expense formulas always work with current financial data.
Connect QuickBooks expense data directly to your formulas
Coefficient creates live connections between QuickBooks Online and Google Sheets, so your expense totals flow directly into formula-ready ranges. Unlike CSV exports that create static snapshots, this connection maintains current data that your formulas can reference reliably.
The imported data preserves formula references during updates, handles up to 400,000 cells of expense data, and supports dynamic date filtering for automatic period adjustments.
How to make it work
Step 1. Import expense data as live ranges.
Use Coefficient’s “From Objects & Fields” method to import expense transactions or “From QuickBooks Report” to pull Profit & Loss data. This creates live-linked data ranges in your spreadsheet that update automatically.
Step 2. Reference expense totals in formulas.
Build formulas that reference the imported data directly: =SUM(ExpenseData!D:D) for total expenses, or =SUMIF(ExpenseData!A:A,”Office Supplies”,ExpenseData!D:D) for category-specific totals. The data comes in with proper number formatting for immediate formula use.
Step 3. Enable automatic updates.
Schedule hourly refreshes for near real-time data synchronization, or add a manual refresh button for on-demand updates. Your formulas maintain their references while the underlying data stays current.
Step 4. Apply dynamic date filtering.
Use Coefficient’s dynamic date filters like “Current Month” or “Year to Date” so your expense ranges automatically update without modifying formulas. This keeps your calculations current as time periods change.
Get your expense formulas working with live data
Live expense data connections eliminate manual data entry errors and keep your financial formulas current without constant maintenance. Start using Coefficient to pull QuickBooks expenses directly into your Google Sheets formulas.
