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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.”
You can build read-only department spend tracking dashboards that pull live data from QuickBooks or QuickBooks without giving department managers system access or login credentials.
These dashboards automatically update with current spending data and provide secure, department-specific financial visibility through filtered spreadsheet views.
Create secure department dashboards using Coefficient
Coefficient connects to QuickBooks through a single admin account and creates department-filtered dashboards that update automatically. Department managers get spending visibility without QuickBooks access.
How to make it work
Step 1. Connect QuickBooks with admin credentials.
Establish the connection using Admin or Master Admin credentials in Coefficient. Department users will access dashboard data without needing QuickBooks login requirements or system permissions.
Step 2. Import department-filtered expense data.
Use Coefficient’s filtering capabilities to import expense data segmented by Department or Class fields. Apply filters with AND/OR logic to create department-specific data sets from Expenses, Bills, or Journal Entries.
Step 3. Set up automated data refresh.
Configure automated refresh schedules (hourly, daily, or weekly) to ensure department spend data stays current without manual intervention. The dashboards update automatically with new spending information.
Step 4. Create department-specific dashboard sheets.
Build individual spreadsheets for each department with pre-filtered imports showing only relevant spending data. Include key metrics like monthly spend, category breakdowns, vendor analysis, and trend comparisons.
Step 5. Implement read-only sharing.
Share department sheets using viewer permissions in Google Sheets or Excel. Department managers can access their spend data but cannot modify the underlying data or connection settings.
Step 6. Add visual dashboard elements.
Enhance dashboards with charts, conditional formatting, and summary tables that automatically update when Coefficient refreshes the QuickBooks data. Include spending trends and budget comparisons where applicable.
Start tracking department spending securely
Read-only department dashboards provide spending visibility while maintaining data security and eliminating the need for multiple QuickBooks user accounts. Build your first department spend dashboard today.
