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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.”
Coefficient handles QuickBooks authentication securely through OAuth connections rather than password-based access, providing more secure and reliable automated access to all your financial reports.
This approach eliminates password management while ensuring compliance with financial data security requirements for automated reporting.
Access secure QuickBooks reports automatically using Coefficient’s OAuth system
Coefficient’s OAuth-based authentication is superior to password systems because it provides enhanced security through tokens, automatic handling of credential changes, and team access without password sharing. All 22+ QuickBooks standard reports become available once authenticated.
How to make it work
Step 1. Connect using secure OAuth authentication.
Initial connection requires Admin/Master Admin QuickBooks credentials, but Coefficient stores authentication tokens securely rather than passwords. This one-time setup provides persistent access to all QuickBooks reports available to your user account.
Step 2. Enable team access without password sharing.
Once connected, team members can access shared imports and create their own scheduled refreshes without knowing QuickBooks credentials. This maintains security while enabling collaborative financial reporting.
Step 3. Set up automated imports without password re-entry.
All scheduled imports run automatically using stored OAuth tokens. No need to input passwords for each import, and the system automatically handles authentication renewals without interrupting your reporting workflows.
Secure, automated access to all your financial data
OAuth authentication provides enterprise-level security while enabling seamless automation of your QuickBooks reporting. Start using Coefficient to access your protected financial reports automatically.
