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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 captures your transaction data perfectly but can’t automatically calculate monthly recurring revenue (MRR) since it’s built for traditional accounting, not subscription business models.
Here’s how to transform your QuickBooks transaction data into accurate MRR calculations that update automatically in Google Sheets.
Pull QuickBooks data and normalize billing cycles using Coefficient
Coefficient solves this by importing your QuickBooks invoice and customer data directly into Google Sheets, then applying formulas that convert different billing frequencies into monthly values. You get automated data refreshes and smart filtering that handles large datasets without hitting QuickBooks’ export limitations.
How to make it work
Step 1. Import your QuickBooks invoice and customer data.
Use Coefficient’s “From Objects & Fields” method to pull Invoice data with Customer, Amount, Date, Item/Product, and custom subscription fields. Also import Customer data to map subscription details and billing frequencies. Set up automated daily refreshes so your MRR calculations stay current.
Step 2. Filter out one-time charges and focus on recurring revenue.
Apply filters to exclude setup fees, implementation charges, and other non-recurring items. Use pattern matching on line item descriptions or QuickBooks Class data to identify recurring vs. one-time revenue automatically.
Step 3. Create formulas to normalize different billing cycles.
Use this formula to convert all revenue to monthly values:. Apply date-based filtering to capture active subscriptions for each month.
Step 4. Segment by product lines using QuickBooks Class data.
If you track different products separately in QuickBooks, use Class data to break down MRR by product line. This gives you visibility into which parts of your business are growing fastest.
Start tracking MRR automatically
This approach transforms QuickBooks’ transaction-focused data into subscription-focused MRR metrics that update automatically. No more manual exports or spreadsheet limitations when dealing with large datasets. Get started with Coefficient to build your automated MRR dashboard today.
