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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 class and location data loses its hierarchical structure when exported through standard CSV methods, making meaningful analysis nearly impossible in Google Sheets.
Here’s how to preserve those critical relationships and maintain proper data hierarchy for your financial analysis.
Preserve class and location hierarchy using Coefficient
Coefficient solves this problem by maintaining the relational integrity between class and location fields through its direct API connection. Unlike QuickBooks ‘ native CSV exports that flatten multi-dimensional data structures, Coefficient keeps your hierarchical relationships intact.
How to make it work
Step 1. Connect QuickBooks to Google Sheets through Coefficient.
Install the Coefficient add-on in Google Sheets and authenticate your QuickBooks connection. This creates a direct API link that bypasses the limitations of standard export methods.
Step 2. Use the “From Objects & Fields” import method.
Select this option to extract transaction data with class and location preserved as separate, structured columns. This approach maintains the hierarchical relationship between these dimensions that standard exports lose.
Step 3. Select your data objects and fields.
Choose from ALL standard QuickBooks objects like Invoice, Bill, or Journal Entry while maintaining custom field selection for class and location data. Coefficient automatically maps QuickBooks class tracking and location tracking fields to distinct Google Sheets columns.
Step 4. Apply filters to segment your data.
Use Coefficient’s filtering capabilities to segment data by specific class or location combinations before import. This ensures your Google Sheets maintains the proper dimensional structure for subsequent pivot table analysis.
Start building better financial reports
Preserving class and location hierarchy transforms your ability to analyze QuickBooks data in Google Sheets. Your multi-dimensional tagging system stays intact, enabling sophisticated cross-dimensional analysis that would be impossible with flattened exports. Try Coefficient to maintain your data relationships.
