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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’ detailed chart of accounts doesn’t translate well to investor-friendly reports. You’re stuck manually reorganizing accounting data into high-level categories that make sense for external presentations.
Here’s how to automatically map QuickBooks accounts to investor template fields while maintaining the relationship between detailed accounting and simplified investor reporting.
Bridge accounting detail with investor simplicity using Coefficient
Coefficient provides sophisticated field mapping that translates QuickBooks’ chart of accounts structure into investor-friendly formats. This addresses what QuickBooks’ native reporting can’t handle for external presentations.
How to make it work
Step 1. Use automatic mapping for standard reports.
When importing QuickBooks reports through Coefficient, field mapping happens automatically. The system preserves relationships between QuickBooks accounts and your template structure, so revenue accounts flow to investor P&L line items and expense accounts populate operating expense categories.
Step 2. Select specific accounts with Objects & Fields method.
For custom investor reporting, use the “Objects & Fields” import method to select specific chart of accounts items relevant to investor presentations. Group related accounts into investor-meaningful categories and exclude internal accounts that aren’t relevant for external reporting.
Step 3. Align template fields with investor expectations.
Map QuickBooks accounts to investor template fields systematically. Revenue accounts populate revenue line items, expense accounts flow to operating expense categories, and asset/liability accounts organize into balance sheet investor groupings. Custom fields support KPI calculations and metrics.
Step 4. Maintain mapping relationships across recurring imports.
Advanced mapping features handle account structure changes automatically and support custom account classifications. Your mapping relationships persist across recurring imports, so you don’t need to reconfigure field alignment every reporting period.
Step 5. Transform accounting structure into investor-friendly presentation.
Convert QuickBooks’ detailed chart of accounts into consolidated revenue categories, simplified expense groupings, key balance sheet metrics, and custom calculated fields and ratios that investors actually want to see.
Seamless translation from accounting to investor reporting
Automated field mapping bridges the gap between QuickBooks’ detailed accounting structure and high-level financial summaries required for investor communications. You maintain accounting accuracy while presenting data in formats that make sense to stakeholders. Start mapping your accounts to investor templates.
