)
Written by
Table of Contents
“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QuickBooks AR aging reports become outdated the moment you generate them. Your collections team needs live data with visual dashboards that update automatically throughout the day.
Here’s how to build a self-updating AR aging dashboard that transforms static QuickBooks reports into dynamic collection tools.
Build live AR aging dashboards using Coefficient
Coefficient imports QuickBooks AR aging data directly into Google Sheets with automated refresh capabilities. This addresses the core limitation of QuickBooks’ static snapshots that require manual regeneration.
How to make it work
Step 1. Import AR aging data from QuickBooks.
Use the “From QuickBooks Report” method to import AR Aging Summary or AR Aging Detail reports. This pulls complete aging bucket data (0-30, 31-60, 61-90, 90+ days) with customer balances.
Step 2. Set up automated refresh schedules.
Schedule hourly or daily refreshes to maintain current aging buckets and customer balances. Your dashboard reflects real-time account statuses without manual intervention.
Step 3. Create visual dashboard elements.
Build charts, conditional formatting, and pivot tables on top of your live QuickBooks data. Use Google Sheets’ visualization tools to highlight overdue accounts and aging bucket breakdowns.
Step 4. Add dynamic filtering and calculations.
Apply date-logic filters to focus on specific aging periods or customer segments. Create automated calculations for collection priorities and risk scoring based on current data.
Step 5. Set up conditional formatting for alerts.
Use color coding to highlight accounts approaching critical aging thresholds. This provides immediate visual cues for collection priorities without scanning through rows of data.
Transform your collections workflow
Unlike QuickBooks’ static reports, your dashboard reflects current account statuses and provides immediate visibility into customer payment patterns. This creates a self-updating collections system that eliminates manual report generation. Start building your live AR aging dashboard today.
