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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.”
Manual QuickBooks class report exports create repetitive workflows that consume hours each week. You generate reports, export files, organize data by business unit, and format spreadsheets only to repeat the entire process when you need updated information.
Here’s how to automate the entire segmentation process so your business unit data flows directly into organized spreadsheets without any manual exports.
Set up automated data routing with filter-based segmentation using Coefficient
Coefficient eliminates manual export workflows by providing automated data segmentation directly from QuickBooks . Instead of generating and organizing class reports manually, you get filter-based imports that automatically route business unit data to designated sheets on your schedule.
How to make it work
Step 1. Configure separate import connections for each business unit using class-based filters.
Set up individual Coefficient imports with class filtering for each business unit. This automatically routes QuickBooks data to designated sheets without manual sorting or organization steps.
Step 2. Use Objects & Fields import method for transaction-level business unit segmentation.
Import specific QuickBooks objects like Invoices, Bills, and Journal Entries with class filtering applied during import. This segments individual transactions by business unit automatically, preserving all detail while organizing by class assignments.
Step 3. Apply dynamic date filtering combined with class segmentation for period-specific analysis.
Combine class-based filters with date-logic filters to automatically pull current period data for each business unit. Your segmented data stays focused on relevant time periods without manual date adjustments.
Step 4. Set up automated refresh schedules to eliminate repetitive export routines.
Configure daily, weekly, or hourly refresh schedules so your business unit segmentation happens automatically. This replaces your manual export routine with set-and-forget automation that keeps data current.
Step 5. Maintain consistent formatting across all business units with standardized import templates.
Use consistent field selection and formatting across all business unit imports. This ensures your segmented data maintains identical structure regardless of underlying class complexity, eliminating manual formatting work.
Replace manual exports with automated business unit data flows
Automated segmentation transforms the tedious process of QuickBooks class report management into a reliable, hands-off system that delivers organized business unit data on schedule. Eliminate your manual export routine today.
