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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.”
Since QuickBooks Online API doesn’t support custom reports, automating transaction data export by account requires alternative approaches. The most effective solution bypasses the custom reports API limitation entirely using scheduled object-based imports.
Here’s how to set up reliable automation that gives you account-specific transaction data on your schedule without depending on unavailable API endpoints.
Set up automated transaction export using scheduled imports
Coefficient provides automated export solutions through scheduled imports that pull data directly from QuickBooks transaction objects with account-specific filtering. This recreates the same data structure you’d get from Transaction List By Account reports.
How to make it work
Step 1. Create account-filtered transaction imports.
Use the Objects & Fields method to access Transaction objects from QuickBooks . Apply account-based filters using AND/OR logic to target specific accounts for your automated exports.
Step 2. Set up dynamic date filters for rolling time periods.
Configure dynamic date filters like “last 30 days” or “current month” so your automated exports always capture the right time period without manual date adjustments.
Step 3. Schedule automatic refreshes.
Set up hourly, daily, or weekly automated imports based on your business needs. The system will automatically pull updated transaction data and maintain current information without manual intervention.
Step 4. Configure export mappings for two-way automation.
If you need to push analyzed data back to QuickBooks, set up export mappings that can update transaction records or create new entries based on your spreadsheet analysis.
Step 5. Set up reusable import/export workflows.
Save your import and export configurations so you can reuse them for recurring workflows. This eliminates setup time for regular transaction data automation.
Start automating your QuickBooks transaction workflows
Automated transaction data export by account doesn’t require the missing custom reports API. Scheduled object-based imports provide reliable automation with better flexibility than the original API would have offered. Set up your automated transaction exports today.
