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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 Online’s native spreadsheet sync feature is limited to their 22+ standard reports due to API restrictions. Custom reports you build in QBO—including modified date ranges, custom columns, or specialized filters—aren’t accessible through their spreadsheet sync functionality.
Here’s how to export any custom report from QuickBooks and set up automated refreshes that go far beyond QBO’s built-in limitations.
Export unlimited custom reports using Coefficient
Coefficient provides three flexible import methods that overcome QBO’s spreadsheet sync restrictions. Unlike the native sync that only works with standard reports, you can build completely custom reports by selecting specific data fields from any QuickBooks object like Invoices, Customers, or Transactions with any date range you need.
You can also write SQL queries to create highly customized reports that QBO’s interface can’t support, and schedule automatic refreshes hourly, daily, or weekly to eliminate manual export cycles.
How to make it work
Step 1. Connect Coefficient to your QuickBooks account.
Install Coefficient in Excel or QuickBooks Google Sheets. You’ll need admin permissions to establish the connection. This is a one-time setup that gives you access to all your QuickBooks data.
Step 2. Choose your import method.
Select “From Objects & Fields” to build custom reports by choosing specific data fields from any QuickBooks object. For example, pull Invoice data with custom date ranges like “last 13 months” or Transaction data with specific customer filters that QBO’s standard reports can’t handle.
Step 3. Configure your custom filters and date ranges.
Apply any date range including rolling periods like “last 13 months from today” or custom fiscal periods. Add filters for specific customers, account types, or any other criteria. This creates the exact custom report structure you need.
Step 4. Set up automated refreshes.
Click “Schedule” in the import settings and choose your refresh frequency—hourly, daily, or weekly. Set your timezone and specific refresh time. Your custom report will now update automatically without any manual exports.
Build the custom reports QBO can’t handle
This approach lets you recreate any custom report structure, apply rolling date logic, and maintain live data connections that auto-refresh on your schedule. You can finally export custom reports with the flexibility and automation that QuickBooks’ native tools simply can’t provide.
