How to combine Stripe subscription data with QuickBooks recurring revenue reports

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

Combine Stripe subscription data with QuickBooks recurring revenue reports to create unified subscription business performance analysis and accurate MRR calculations.

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You can combine Stripe subscription data with QuickBooks recurring revenue reports to create a unified view of subscription business performance that eliminates inconsistent subscription metrics between platforms during financial reporting.

This approach provides comprehensive subscription analysis with automated reconciliation and export capabilities to maintain synchronized subscription data across both platforms.

Create unified subscription analysis using Coefficient

Coefficient provides excellent capabilities for combining Stripe subscription data with QuickBooks recurring revenue reports through live data integration. You can build subscription health monitoring and use export capabilities to maintain synchronized subscription data across QuickBooks and Stripe.

How to make it work

Step 1. Import subscription data from both platforms.

Import QuickBooks recurring invoice data and customer payment history using the “From Objects & Fields” method. Connect Stripe subscription data including plan details, billing cycles, and subscription status changes. Set up automated refreshes to maintain current subscription metrics without manual data exports.

Step 2. Build unified subscription calculations and analysis.

Create calculated fields combining QuickBooks invoiced recurring revenue with Stripe subscription billing data. Build subscription cohort analysis using customer data from both platforms. Calculate Monthly Recurring Revenue (MRR) and Annual Recurring Revenue (ARR) using combined data sources for accuracy.

Step 3. Set up subscription health monitoring and metrics.

Track subscription lifecycle stages from QuickBooks customer creation through Stripe billing cycles. Monitor payment failures and recovery rates using both platforms’ data. Build customer lifetime value calculations combining subscription duration and payment history with churn analysis.

Step 4. Create automated reporting and reconciliation.

Generate monthly subscription performance reports combining both data sources and create executive dashboards showing subscription growth and revenue trends. Use Coefficient’s export functionality to update QuickBooks with subscription changes from Stripe and maintain synchronized subscription data.

Get accurate subscription insights across platforms

This approach eliminates maintaining separate recurring revenue tracking in QuickBooks and subscription analytics in Stripe that leads to inconsistent subscription metrics. You get unified subscription performance analysis with automated reconciliation and export capabilities. Start combining your subscription data today.

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