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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 exports dump raw category names that don’t match your spreadsheet conventions. Manual translation after each export creates bottlenecks and introduces errors when category names change between exports.
Here’s how to translate category names automatically during the data transfer process instead of fixing them afterward.
Transform categories during import using real-time translation using Coefficient
Coefficient transforms QuickBooks category names during import rather than after export. Connect QuickBooks directly to QuickBooks spreadsheets and apply translation rules as data flows in.
How to make it work
Step 1. Set up Coefficient’s QuickBooks connection with custom field selection.
Use the “From Objects & Fields” method to import exactly the category fields you need. Apply filtering during import to pre-process category data before it reaches your spreadsheet.
Step 2. Create automated translation formulas.
Build SWITCH or nested IF formulas that translate categories in real-time:
Step 3. Configure pattern-based translation rules.
Use REGEX and text functions for flexible category matching. Categories containing “Travel” with amounts over $500 become “Business Travel – Major”, while smaller amounts become “Business Travel – Minor”.
Step 4. Schedule automatic refreshes with translation.
Set up hourly, daily, or weekly refreshes that apply your translation rules consistently. New categories process through your rules automatically without workflow interruption.
Stop translating categories manually
Automated category translation during import reduces translation errors by 95% compared to manual post-export processes. Try Coefficient to eliminate manual category translation steps.
