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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.”
Importing QuickBooks spending data alongside approval system records in spreadsheets eliminates manual data compilation and provides unified visibility for comprehensive spend analysis.
Here’s how to combine QuickBooks transaction data with approval records for automated reconciliation and variance tracking.
Combine QuickBooks spending with approval data using Coefficient
Coefficient provides robust capabilities for importing QuickBooks spending data alongside approval system records in the same spreadsheet. This eliminates the tedious export-import cycle that QuickBooks users typically face when trying to reconcile approval data with actual spending.
How to make it work
Step 1. Import comprehensive QuickBooks spending data.
Use Coefficient’s “From Objects & Fields” method to import from Bills, Purchase Orders, Expenses, Vendor Payments, and Journal Entries. Select custom fields like vendor names, amounts, transaction dates, reference numbers, and account classifications with automated refresh scheduling.
Step 2. Apply advanced filtering for focused imports.
Use Coefficient’s filtering capabilities with AND/OR logic to focus on specific time periods, vendor filters for targeted analysis, or amount thresholds. Apply dynamic date-logic filters to keep imports lightweight and focused on relevant transactions.
Step 3. Import approval system records to the same spreadsheet.
Connect approval system data from platforms like ApprovalsHQ, Coupa, or custom systems using Coefficient’s API connectors. Include approval amounts, dates, workflow status, and common identifiers like PO numbers or vendor codes for matching.
Step 4. Structure data for automated matching.
Organize imports to include common identifiers that enable automated correlation between approval records and QuickBooks transactions. Use columns for PO numbers, vendor codes, project references, and standardized date formats for consistent matching logic.
Step 5. Set up automated data refresh schedules.
Configure hourly, daily, or weekly imports to ensure your spending data stays current without manual intervention. This maintains accurate approved versus actual comparisons and keeps your reconciliation process automated.
Streamline your spend reconciliation process
This approach provides a unified view for comprehensive spend analysis and compliance monitoring that QuickBooks alone cannot deliver. Start importing your QuickBooks and approval data with Coefficient today.
