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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.”
Static vendor spend reports from QuickBooks become outdated the moment you export them. You need a dashboard that stays current with your actual spending data and updates automatically without constant manual refreshes.
Here’s how to build a presentation-ready vendor spend dashboard that maintains live connectivity to QuickBooks while providing analysis flexibility that native reporting can’t match.
Build a live vendor spend dashboard using Coefficient
Coefficient creates dynamic dashboards by connecting QuickBooks data directly to Google Sheets with automated refresh capabilities. Your dashboard updates automatically with new transactions, eliminating the manual export and import cycle entirely.
How to make it work
Step 1. Import vendor spend data using multiple QuickBooks sources.
Use the “From QuickBooks Report” method to access A/P Aging reports, or choose “From Objects & Fields” for custom vendor and bill data. You can combine multiple QuickBooks objects like Vendors, Bills, and Payments in a single dashboard view.
Step 2. Set up automated refresh scheduling for current data.
Configure hourly, daily, or weekly refresh schedules to keep your dashboard data current. The automated refresh ensures your spending analysis reflects the latest QuickBooks transactions without manual intervention.
Step 3. Apply dynamic date-logic filters for rolling periods.
Set up filters that automatically capture rolling periods like “last 30 days” or “current quarter.” These dynamic filters adjust automatically, so your dashboard always shows relevant time periods without manual date updates.
Step 4. Create pivot tables and charts that auto-update.
Build pivot tables in Google Sheets that automatically recalculate when Coefficient refreshes your data. Add conditional formatting for spending thresholds and variance alerts to highlight important changes.
Step 5. Implement custom categorization beyond QuickBooks defaults.
Use Coefficient’s field mapping to standardize vendor names and create custom expense categories. Apply lookup tables or conditional formulas to group vendors by business-specific categories that update automatically.
Get real-time visibility into vendor spending
A dynamic vendor spend dashboard transforms how you monitor and analyze spending patterns. Create your dashboard with live QuickBooks connectivity and stop recreating reports manually every month.
