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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.”
Manual invoice tracking creates gaps between invoice creation in QuickBooks and your monitoring spreadsheets. By the time you export and update your tracking sheets, invoice statuses have changed and new invoices have been created.
Here’s how to create direct connections that keep your invoice tracking current with your billing operations.
Set up live invoice tracking using Coefficient
Coefficient enables direct QuickBooks to Google Sheets connections for invoice tracking that stays current with your billing operations. You can access all invoice data including status, amounts, due dates, customer information, and payment status with automated updates that capture changes without manual intervention.
How to make it work
Step 1. Connect QuickBooks and import invoice data with custom field selection.
Establish your QuickBooks connection through Coefficient using Admin permissions. Use the “From Objects & Fields” method to select the Invoice object and choose specific fields relevant to your tracking needs like Invoice Number, Customer, Amount, Due Date, and Status.
Step 2. Configure dynamic filtering for focused invoice monitoring.
Set up filters to focus on specific invoice statuses, date ranges, or customer segments. Apply filters for unpaid invoices, specific time periods, or high-value customers to create targeted tracking dashboards that automatically update as conditions change.
Step 3. Schedule automated updates for near real-time status monitoring.
Configure hourly or daily refresh schedules to capture new invoices and status changes automatically. This ensures your Google Sheets tracking reflects current invoice progression from draft to sent to paid without manual export cycles.
Step 4. Build tracking dashboards with automated alerts and analysis.
Create Google Sheets formulas and conditional formatting around the live invoice data to highlight overdue invoices, track aging analysis, and monitor customer payment patterns. Use dynamic date filters to identify overdue invoices without manual calculation.
Keep invoice tracking current without the export hassle
Direct connections transform static invoice exports into dynamic tracking systems that reflect current invoice status, enabling proactive follow-up and accurate cash flow forecasting. Your tracking stays current while you focus on collections instead of data management. Connect your QuickBooks invoices to Google Sheets today.
