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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 Online forces users to manually create and maintain each bank rule individually, making bulk transaction tagging a tedious process that doesn’t scale with business growth.
Here’s how to eliminate manual rule entry entirely by creating all your tagging logic in a spreadsheet and automatically applying it to your QuickBooks transactions.
Eliminate manual rule entry with Coefficient’s automation
Coefficient eliminates the need for manual entry of individual tagging rules by enabling mass updates through spreadsheet-based automation. Instead of entering rules one-by-one in QuickBooks, you can build hundreds of tagging rules in minutes.
How to make it work
Step 1. Create bulk rules in your spreadsheet.
Build all your tagging logic in a single spreadsheet using formulas, lookup tables, or conditional statements. You can create complex rules like =IF(AND(OR(SEARCH(“Google”,B2),SEARCH(“Facebook”,B2)),C2>50,D2<>“Refunds”),”Marketing-Digital”,”Other”) that would require multiple individual QuickBooks rules.
Step 2. Import and process transactions in bulk.
Use Coefficient’s “From Objects & Fields” import to pull all relevant QuickBooks transactions into your sheet, then apply your tagging logic across all transactions simultaneously using spreadsheet formulas instead of processing them one at a time.
Step 3. Execute mass export to QuickBooks.
Coefficient’s UPDATE export action pushes all your tag assignments back to QuickBooks in a single batch operation. This replaces the tedious process of manually applying individual rules to transactions one at a time, and includes preview functionality to catch errors before committing changes.
Step 4. Set up reusable automation.
Your spreadsheet-based tagging logic becomes a reusable template that automatically processes new transactions without recreating rules. Configure scheduled imports/exports to fully automate the tagging process, and when you need to update tagging criteria, modify your spreadsheet formulas once rather than editing dozens of individual QuickBooks rules.
Scale your tagging beyond manual limitations
This approach transforms transaction tagging from a manual, rule-by-rule process into an automated, logic-driven system that scales efficiently with your business needs. Start with Coefficient to implement sophisticated tagging logic that QuickBooks’ basic rule engine simply cannot support.
