While QuickBooks Online’s API enables custom development, it requires significant technical expertise, ongoing maintenance, and development costs. Most finance teams need the data access without the complexity of building and maintaining custom integrations.
Here’s how to get API-level data access with spreadsheet-level ease of use for custom financial reporting.
Get API-level access without coding using Coefficient
Coefficient serves as a powerful no-code alternative to API development for custom financial reporting. You get the same data access as direct API integration but with a point-and-click interface accessible to finance teams, without programming requirements or ongoing maintenance.
How to make it work
Step 1. Connect without programming complexity.
Instead of handling OAuth, API documentation, and developer setup, you get direct API access through a simple interface. Connect your QuickBooks and QuickBooks account with admin permissions, and you’re ready to access all your financial data.
Step 2. Access pre-built report structures.
All 22+ QuickBooks reports are available immediately without constructing complex queries. Custom field selection works without writing SQL, and you get the same data an API would provide but formatted and ready for analysis.
Step 3. Build budget variance workflows easily.
Import actuals and budgets to the same spreadsheet, calculate variances with simple spreadsheet formulas, create period comparisons that would require multiple API queries, and schedule refreshes without building cron jobs or webhooks.
Step 4. Maintain without technical overhead.
Updates happen automatically when QuickBooks changes endpoints, no breaking changes to manage, and no code maintenance required. You get API-level functionality with zero technical maintenance.
Get the power of custom development without the complexity
Coefficient provides API-level data access with spreadsheet-level ease of use, making it ideal for finance teams needing custom QuickBooks reporting without IT involvement. You get all the benefits of custom development without the costs and complexity. Start building custom financial reports today.