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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.”
Department heads need regular access to financial data but QuickBooks requires user accounts and login credentials for any data access. This creates security vulnerabilities and unnecessary licensing expenses.
Here’s how to provide automated, secure financial data access without sharing credentials or buying additional user licenses.
Automate secure data exports using Coefficient
Coefficient provides automated QuickBooks data export capabilities that eliminate the need for department heads to have direct system access. One admin connection serves your entire organization securely.
How to make it work
Step 1. Set up one-time admin connection.
Your QuickBooks Admin/Master Admin connects Coefficient once, then shares access without exposing credentials to department heads. No additional user licenses or security risks required.
Step 2. Configure department-specific data exports.
Use Objects & Fields imports to create custom datasets relevant to each department. Apply filters to show only pertinent data like specific cost centers, projects, or date ranges. Set up separate Google Sheets for each department head’s needs.
Step 3. Schedule automatic refreshes.
Configure daily, weekly, or hourly data updates so department heads always have current information. No manual exports or accounting team intervention required.
Step 4. Implement secure sharing protocols.
Department heads receive view-only access to their specific Google Sheets containing live QuickBooks data. They can’t access the source system or modify accounting records, but can analyze their departmental information freely.
Step 5. Enable self-service analytics.
Department heads can sort, filter, and analyze their data within Google Sheets without requiring additional exports or IT support. They get the financial insights they need with complete autonomy.
Scale financial data access without security risks
This eliminates QuickBooks’ user licensing restrictions while providing automated, secure, and department-specific financial information sharing. Your department heads get the data they need without compromising system security. Automate your data exports today.
