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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 don’t provide real-time payment term compliance tracking or automated dashboard updates when payments are processed. You’re left manually checking payment status and calculating compliance metrics after the fact.
Here’s how to build a live vendor payment terms dashboard that automatically reflects QuickBooks payment activity and tracks compliance in real-time.
Create automated vendor payment terms tracking using Coefficient
Coefficient enables live vendor payment terms dashboards that automatically reflect QuickBooks payment activity. Your dashboard updates shortly after checks are recorded, providing near real-time visibility into payment term compliance.
How to make it work
Step 1. Import payment terms and transaction data.
Use Coefficient’s Objects & Fields method to import Vendor objects with payment terms fields, plus Bill and Bill Payment objects to track actual payment timing against terms. This creates a complete dataset for compliance analysis.
Step 2. Set up hourly automated refreshes for near real-time updates.
Configure hourly refresh schedules so your dashboard updates shortly after checks are recorded in QuickBooks. This provides immediate visibility into payment term compliance without manual report generation.
Step 3. Build payment terms compliance calculations.
Create calculated columns in your spreadsheet to compare actual payment dates against vendor terms (Net 30, Net 60, etc.). Identify early payment discounts, on-time payments, or late payment issues automatically as data syncs from QuickBooks.
Step 4. Create dynamic status indicators and compliance tracking.
Build conditional formatting and status columns that automatically highlight vendors paid early (for discount opportunities), on-time, or late based on live QuickBooks data. Maintain running records of payment term performance by vendor for trend analysis and vendor relationship management insights.
Step 5. Integrate multiple data sources in unified dashboard view.
Combine Bill Payment data with Vendor contact information and payment terms in a single dashboard that updates automatically as new payments are processed. This provides complete payment term compliance visibility without manual updates.
Monitor payment compliance automatically
This live QuickBooks data connection ensures your vendor payment dashboard reflects current payment status and provides immediate visibility into payment term compliance and cash flow management opportunities. Get started with Coefficient to build your automated payment terms dashboard.
