Build churn analysis reports from QuickBooks subscription data

QuickBooks records subscription transactions but can’t identify when customers churn since it’s built for transaction recording, not subscription lifecycle management.

Here’s how to analyze customer payment patterns and build comprehensive churn analysis from your QuickBooks data.

Create churn tracking from QuickBooks payment patterns using Coefficient

Coefficient imports customer payment history from QuickBooks and enables subscription continuity analysis to identify customer attrition patterns.

How to make it work

Step 1. Import customer payment history data.

Use Coefficient to pull Invoice, Payment, and Customer data to track billing patterns over time. Apply date filtering to capture sufficient historical data for identifying subscription lapses and cancellations.

Step 2. Track subscription continuity patterns.

Pull recurring invoice data with customer ID mapping to identify expected billing cycles, missing or delayed payments, and final payment dates. This reveals subscription continuity disruptions that indicate churn.

Step 3. Build churn identification logic.

Create formulas that detect customers with no recent invoices beyond expected billing cycles, payment failures or declined transactions, and subscription downgrades leading to cancellation. Distinguish between voluntary and involuntary churn patterns.

Step 4. Calculate churn rates and trends.

Build automated calculations for monthly and annual churn rates by customer cohort, revenue churn vs. customer count churn, and churn timing patterns. Set up refresh schedules to monitor churn in real-time as payment patterns change in QuickBooks .

Prevent churn with data-driven insights

Understanding churn patterns helps you identify at-risk customers and improve retention strategies before customers cancel. Start building churn analysis from your QuickBooks subscription data.