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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 standard reports like A/P Aging Detail can’t simultaneously break down vendor spending by category and monthly periods due to the platform’s two-dimensional reporting constraints.
Here’s how to create live vendor spend reports that automatically update and analyze data across multiple dimensions without manual intervention.
Build automated vendor category spend tracking using Coefficient
Coefficient imports live QuickBooks data directly into Google Sheets, where you can build custom reporting views that update automatically. This eliminates both the dimensional limitations and manual refresh requirements of standard QuickBooks reports.
How to make it work
Step 1. Import vendor transaction data with Objects & Fields.
Pull data from Bills, Purchases, or Vendor transactions including Vendor Name, Account (category), Amount, Transaction Date, and Due Date. This raw data import gives you the foundation for multi-dimensional analysis that QuickBooks reports can’t provide.
Step 2. Configure automated refresh scheduling.
Set up daily or weekly refresh schedules to maintain live connectivity to QuickBooks without manual intervention. Your vendor spend analysis will always reflect current data as new transactions are recorded.
Step 3. Create dynamic date-logic filters for rolling reports.
Use Coefficient’s dynamic date-logic filters to create rolling monthly reports that automatically adjust date ranges. This ensures your vendor category analysis always captures the most recent complete months of data without manual date updates.
Step 4. Build pivot tables for simultaneous vendor and category analysis.
Create Google Sheets pivot tables that analyze vendor spending across categories and time periods simultaneously. Calculate percentage-based metrics like category spend distribution by vendor over time, something impossible with QuickBooks’ native reporting.
Transform your vendor spend analysis
Live multi-dimensional reporting reveals spending patterns and trends that static QuickBooks reports miss entirely. Start building automated vendor category spend reports that update in real-time.
