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Coefficient cannot sync QuickBooks Online custom Transaction List by Account reports due to API limitations, not a configuration issue. QuickBooks Online restricts third-party access to custom reports entirely.
But there are effective workarounds that actually give you better functionality than the original custom report. Here’s what’s happening and how to fix it.
QuickBooks Online blocks custom report API access
The root cause isn’t Coefficient – it’s QuickBooks Online’s API architecture. The platform only allows third-party tools to access the 22+ standard reports through API endpoints. Custom reports, including customized versions of Transaction List by Account, are completely blocked from external access.
How to make it work
Step 1. Use the standard Transaction List import.
Import the standard Transaction List report through Coefficient’s “Import from QuickBooks Report” method. Then apply Coefficient’s built-in filtering by account, date, and transaction type to recreate your custom report structure.
Step 2. Try the Objects & Fields method.
Pull raw transaction data from multiple QuickBooks objects like Journal Entry, Invoice, Bill, and Payment. This bypasses report limitations entirely and gives you more control over your data structure.
Step 3. Verify your connection permissions.
Confirm your QuickBooks Online connection has Admin or Master Admin permissions and that you’re selecting from standard reports, not saved custom reports in the interface.
Step 4. Set up automated filtering.
Use Coefficient’s AND/OR logic filtering to recreate your custom report functionality. You can filter by specific accounts, date ranges, and transaction types automatically.
Get better data than custom reports
These workarounds often provide superior functionality compared to QuickBooks Online’s custom reports, with real-time automation and advanced filtering. Start using Coefficient to access your transaction data more effectively.
