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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 can’t automatically export expense report data to external systems and lacks real-time status tracking functionality for ongoing expense management workflows. You’re limited to manual report checking and external system updates.
Here’s how to connect QuickBooks expense reports directly to Google Sheets for automatic status tracking throughout the complete expense lifecycle.
Connect expense reports automatically using Coefficient
Coefficient imports directly from QuickBooks Expense and Bill objects to capture complete expense report information including submission dates, approval status, amounts, categories, and associated employee data that standard reports don’t provide.
How to make it work
Step 1. Access expense objects directly.
Import directly from QuickBooks’ Expense and Bill objects using Coefficient’s “Objects & Fields” method. This captures complete expense report information including submission dates, approval status, amounts, categories, and associated employee data.
Step 2. Set up automated status tracking.
Configure scheduled imports to automatically pull expense report status updates. This eliminates the manual process of checking individual expense reports in QuickBooks and manually updating external tracking systems.
Step 3. Enable multi-stage status monitoring.
Track expense reports through their complete lifecycle including initial submission status, manager approval or rejection status, finance review and processing status, and final payment and reimbursement status automatically.
Step 4. Configure custom field integration.
Use Coefficient’s “Objects & Fields” import method to select specific expense report fields relevant to your tracking needs, including custom fields that may not appear in standard QuickBooks reports.
Step 5. Build real-time status dashboards.
Create Google Sheets dashboards that automatically update with current expense report status. Managers and employees get live visibility into expense processing without manual QuickBooks report generation.
Start tracking expense reports automatically
This connection eliminates QuickBooks’ manual expense report monitoring requirements and provides automatic status tracking capabilities that native functionality can’t deliver for comprehensive expense management. Connect your expense reports today.
