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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’ static reporting interface lacks real-time dashboard capabilities and customizable visualizations for vendor payment tracking. You’re limited to pre-built reports that don’t update automatically or provide the executive-level visibility you need.
This guide shows you how to create dynamic vendor payment dashboards that automatically update with live QuickBooks data and provide comprehensive payment insights.
Build dynamic dashboards using Coefficient
Coefficient enables creation of dynamic vendor payment dashboards that automatically update with live QuickBooks data. You get customizable layouts, real-time updates, and the ability to combine multiple data sources in single dashboard views.
How to make it work
Step 1. Import multi-source data for comprehensive dashboard views.
Pull data from Vendor objects for vendor details and payment terms, Bill Payment objects for payment amounts and dates, A/P Aging reports for outstanding balances, and Cash Flow reports for overall cash position context. This creates a complete picture of your vendor payment landscape.
Step 2. Configure real-time data refresh for current dashboard metrics.
Set up automated hourly or daily refreshes to ensure your dashboard metrics reflect current QuickBooks data without manual intervention. This is crucial for accurate vendor payment tracking and timely decision-making.
Step 3. Apply advanced filtering for focused dashboard sections.
Use AND/OR logic filtering to create focused dashboard sections like pending payments by due date, payments by vendor category or size, payment method distribution, and historical payment trends. Each section updates automatically with your filtered criteria.
Step 4. Create interactive dashboard elements with Google Sheets functionality.
Build pivot tables that auto-update with new payment data, charts showing payment trends and vendor analysis, and conditional formatting for overdue payments or cash flow alerts. These elements work seamlessly with live QuickBooks data.
Step 5. Set up automated data validation and sharing capabilities.
Enable automatic data validation and error detection to maintain dashboard accuracy. Create shareable dashboards that provide vendor payment visibility without requiring QuickBooks access for stakeholders.
Get executive-level payment visibility with real-time updates
Dynamic vendor payment dashboards provide the real-time financial insights and customizable views that QuickBooks’ static reports can’t deliver. Your team gets comprehensive payment visibility, automated updates, and the flexibility to focus on what matters most. Create your dashboard with live QuickBooks data today.
