)
Written by
Table of Contents
“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 securely share QuickBooks P&L data in Google Sheets without exposing login credentials to team members. This approach maintains strict security while providing necessary financial transparency across your organization.
Here’s how to share live P&L data through Google Sheets while completely protecting your QuickBooks access credentials.
Share P&L data securely without credential exposure using Coefficient
Coefficient uses secure connection sharing where only the QuickBooks admin handles credentials. Team members access live P&L data through encrypted API connections without ever seeing QuickBooks login information or requiring direct system access.
How to make it work
Step 1. Establish secure admin connection.
The QuickBooks admin with Master Admin permissions connects to Coefficient using encrypted API integration. This one-time setup creates a secure bridge without sharing passwords or credentials with team members.
Step 2. Import P&L reports with custom parameters.
Import Profit & Loss reports with specific date ranges, filtering options, and department breakdowns as needed. You control exactly which P&L data gets shared while maintaining comprehensive financial visibility.
Step 3. Configure automated P&L updates.
Set up daily or weekly P&L refresh schedules to maintain current data. Implement rolling date ranges like “last 12 months” or “current quarter” that automatically update without manual intervention.
Step 4. Create filtered P&L views.
Use Coefficient’s filtering capabilities to create department-specific P&L reports or multi-period analysis for trend comparison. Each filtered view maintains the same security protocols.
Step 5. Share with appropriate access controls.
Share Google Sheets with view-only, comment, or edit permissions based on team roles. Team members access P&L data through their Google accounts without QuickBooks credentials or training.
Step 6. Monitor access and maintain control.
Track P&L data access through Google Sheets sharing logs while maintaining centralized QuickBooks access control. The admin can modify or revoke access without affecting QuickBooks security.
Secure P&L sharing without credential risks
Secure P&L data sharing eliminates the need for additional QuickBooks licenses while maintaining strict credential protection and audit trails. Your team gets financial transparency without compromising QuickBooks security protocols. Start sharing your P&L data securely today.
