Breaking QuickBooks two-dimension report limitations with connected spreadsheets

using Coefficient excel Add-in (500k+ users)

Overcome QuickBooks' two-dimensional reporting constraints by connecting data to spreadsheets for unlimited dimensional analysis and comprehensive business insights.

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QuickBooks reports are architecturally limited to two-dimensional analysis, preventing you from analyzing Customer by Product by Region by Time Period simultaneously in a single report.

Here’s how to break these fundamental constraints and unlock unlimited dimensional analysis for comprehensive business insights.

Bypass QuickBooks reporting constraints entirely using Coefficient

Coefficient breaks QuickBooks’ dimensional constraints by connecting QuickBooks data to Google Sheets , where unlimited dimensional analysis is possible. Instead of being constrained by pre-built report formats, you get access to raw transactional data supporting multi-dimensional analysis.

How to make it work

Step 1. Import raw transactional data using Objects & Fields.

Bypass QuickBooks’ reporting interface entirely by pulling raw data directly from QuickBooks objects. Select any combination of fields from Invoices, Bills, Sales Receipts, or other objects to create custom datasets supporting multi-dimensional analysis.

Step 2. Configure automated refresh scheduling.

Set up automated refresh schedules to ensure your multi-dimensional analyses always reflect current QuickBooks data. This eliminates manual exports while maintaining data currency.

Step 3. Apply focused filtering for specific analysis needs.

Use Coefficient’s filtering capabilities to create focused imports for specific analysis requirements. This keeps your datasets lightweight while maintaining the dimensional depth QuickBooks reports cannot provide.

Step 4. Build unlimited dimension pivot tables.

Create pivot tables that simultaneously analyze data across three, four, or more dimensions. Analyze revenue by Customer by Product by Sales Rep by Quarter, or expenses by Vendor by Category by Department by Month.

Break free from reporting limitations

Connected spreadsheets unlock business insights that QuickBooks’ two-dimensional reports simply can’t capture. Start building unlimited dimensional analysis that reveals the full story in your financial data.

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