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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.”
You can create fully automated monthly expense reports by department from QuickBooks Online to Google Sheets using scheduled data syncs and dynamic filtering that eliminate all manual processes.
This setup replaces hours of monthly manual work with a zero-touch automated system that updates continuously with current expense data.
Build automated department expense reporting using Coefficient
Coefficient enables automated monthly expense reporting from QuickBooks Online with department-specific filtering and scheduled refreshes. Unlike QuickBooks’ manual report generation, Coefficient maintains continuous data connections with automated updates.
How to make it work
Step 1. Connect QuickBooks Online and import expense data.
Use Coefficient’s “From QuickBooks Report” to import Profit & Loss or Expenses by Vendor Summary reports. Alternatively, import Purchase and Bill objects using “From Objects & Fields” to include Department field data.
Step 2. Apply department-specific filters.
Create filters for each department using Coefficient’s AND/OR logic filtering. Set up filters like Department equals “Marketing” or Department equals “Sales” to automatically segment expense data.
Step 3. Configure dynamic date filters.
Use dynamic date filters like “Current Month” or “Last Month” for automated period selection. These filters automatically adjust each month without manual intervention, ensuring reports always show the correct time period.
Step 4. Set up monthly automation schedules.
Schedule monthly refreshes to run automatically on the 1st of each month. Configure timezone-based scheduling to match your reporting cycle and enable manual refresh capability for immediate updates when needed.
Step 5. Build expense analysis and summaries.
Create pivot tables to summarize expenses by category within departments. Build month-over-month comparison charts using historical data and set up conditional formatting to highlight budget variances.
Step 6. Create department-specific sharing.
Share individual department expense reports with relevant team members while maintaining centralized control. Each department sees only their expense data automatically filtered and formatted.
Eliminate manual monthly expense reporting
This automated solution transforms hours of monthly manual work into a zero-touch system where stakeholders access always-current reports without any manual intervention. Your department expense reports update automatically with the latest QuickBooks data. Start automating your expense reporting today.
