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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.”
QuickBooks class tracking reports require manual generation and export every time you need current data. This creates version control problems and prevents real-time budget analysis when you need it most.
Here’s how to sync class tracking data automatically and keep your budget analysis current.
Automate QuickBooks class tracking sync using Coefficient
Coefficient provides seamless QuickBooks class tracking synchronization that eliminates manual export workflows. You get automated data refresh and real-time budget analysis without the version control headaches.
How to make it work
Step 1. Import class data and transaction-level class tracking.
Use Coefficient’s “From Objects & Fields” method to import Class objects, capturing all department/class definitions and hierarchies from QuickBooks. Import Transaction List reports with Class fields included and apply filters for specific classes or date ranges.
Step 2. Configure automated refresh scheduling.
Set up daily or hourly refresh schedules to ensure class tracking data stays current. This eliminates the need for manual exports and ensures your budget analysis reflects the latest transactions without workflow interruptions.
Step 3. Create class-based filtering and budget mapping.
Use Coefficient’s filtering capabilities to create separate sheets for each class/department while maintaining relationships to parent classes for rollup reporting. Import Budget data with class associations to enable automated budget vs actual analysis.
Step 4. Build custom class reporting and pivot analysis.
Create pivot tables and summary reports that slice spending data by class dimensions. This gives you the flexibility that’s cumbersome in QuickBooks standard class reports, with the added benefit of live data connections.
Keep class-based budget analysis current automatically
Coefficient’s live sync ensures your class-based budget analysis always reflects current QuickBooks data without manual overhead. You get the reporting flexibility you need with data that’s always up to date. Start syncing your class tracking data automatically.
