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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’ native reporting only provides pre-built reports with fixed calculations, making it impossible to create custom metrics like customer acquisition cost or lifetime value ratios directly within the platform.
Here’s how to build custom KPIs using live QuickBooks data in Google Sheets without the hassle of manual CSV exports.
Build custom KPIs with live QuickBooks data using Coefficient
Coefficient establishes a live connection between QuickBooks and Google Sheets, letting you import data from any of the 22+ standard reports or build custom datasets using specific data points like Customer records, Invoice data, and Payment information.
How to make it work
Step 1. Connect QuickBooks to Google Sheets.
Set up the live connection using your admin credentials. Only one admin connection is allowed at a time due to API limitations, but you can share the connection with team members without sharing credentials.
Step 2. Import relevant data using Objects & Fields.
Pull Customer data, Invoice records, and Payment information with custom field selection. This method gives you complete control over which data points to include in your KPI calculations.
Step 3. Create your custom KPI formulas.
Build calculations like Average Days to Pay using Invoice Date and Payment Date fields: =AVERAGE(Payment_Date – Invoice_Date). For Customer Lifetime Value, divide total payments by customer acquisition cost: =SUMIF(Customer_Column, Customer_Name, Payment_Amount)/Customer_Acquisition_Cost.
Step 4. Set up automated refreshes.
Schedule hourly, daily, or weekly data updates so your KPIs stay current without manual intervention. Your custom formulas remain intact while the underlying QuickBooks data refreshes automatically.
Step 5. Apply dynamic filtering for trend analysis.
Use date-logic filters to focus on specific periods automatically. This keeps your imports lightweight and focused on the data that matters for your current analysis.
Start building better KPIs today
Custom KPIs give you insights that QuickBooks’ standard reports simply can’t provide. With automated data refreshes, you’ll spend less time on manual exports and more time on strategic analysis. Get started with Coefficient today.
