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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 force you into rigid report formats that require manual column rearrangement every month. This creates hours of repetitive work just to match your board report template structure.
Here’s how to set up automatic column formatting that preserves your board template layout while pulling live QuickBooks data.
Import QuickBooks data with custom column control using Coefficient
Coefficient eliminates the export-reformat cycle by importing live QuickBooks data directly into your existing board template. Unlike native QuickBooks exports, you get complete control over which columns appear and how they’re arranged.
How to make it work
Step 1. Set up your board report template in Google Sheets.
Create your ideal board report layout with custom headers, formatting, and column arrangement. Include any formulas or calculations your board needs. This template becomes your master format that stays consistent across all reporting periods.
Step 2. Connect QuickBooks using Objects & Fields import method.
In Coefficient, choose “Objects & Fields” instead of standard reports. This lets you select specific QuickBooks fields (like Customer, Amount, Date) and arrange them in your exact preferred order before importing.
Step 3. Map QuickBooks fields to your template columns.
Drag and drop QuickBooks fields to match your board template structure. Rename fields during import so “TotalAmt” becomes “Revenue” and “FullName” becomes “Client Name” automatically.
Step 4. Schedule automatic refreshes.
Set up daily, weekly, or monthly refresh schedules so your board template always contains current QuickBooks data. Your custom column arrangement and formatting stay intact while the numbers update automatically.
Transform monthly formatting tasks into one-time setup
This approach eliminates the repetitive column rearrangement that eats up hours before every board meeting. Try Coefficient to automate your board report formatting.
