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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 limits historical data exports to single report formats with fixed date ranges. For comprehensive historical analysis, you’d need multiple manual exports and significant data manipulation to get what you need.
Here’s how to import complete historical GL code transaction data efficiently, with the flexibility to analyze it however you want.
Import historical transactions using Coefficient
Coefficient provides superior access to historical QuickBooks data compared to native CSV exports. You can pull transaction-level data with custom filtering and combine multiple data sources in ways QuickBooks alone can’t handle.
How to make it work
Step 1. Import from transaction-level reports.
Use QuickBooks’ Transaction List report or General Ledger report through Coefficient to get complete GL code transaction history. These include dates, amounts, vendors, and account classifications across your entire historical timeframe.
Step 2. Implement a date range strategy for large datasets.
For extensive historical data, use Coefficient’s dynamic date filtering to import data in incremental ranges like quarterly or yearly segments. This keeps you within the 400,000 cell API limit while being more efficient than QuickBooks’ manual export process.
Step 3. Use Objects & Fields for custom data selection.
Pull directly from transaction objects like Bills, Purchases, Journal Entries, and Invoices. Select only the fields you need for historical analysis, avoiding unnecessary columns that would clutter your spreadsheet.
Step 4. Apply advanced historical filtering.
Use Coefficient’s AND/OR logic filtering to focus on specific GL code ranges, account types, or transaction categories across your historical timeframe. This gives you much more flexibility than QuickBooks’ basic export options.
Get complete historical analysis without export limitations
You now have comprehensive historical GL code data that would require multiple manual exports and hours of data manipulation in QuickBooks alone. Import your historical data and start analyzing.
