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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 provides comprehensive automation for QuickBooks Online custom reports to Excel, completely independent of QBO’s limited spreadsheet sync feature. You get direct API integration that bypasses QBO spreadsheet sync entirely with no intermediary steps or manual processes.
Here’s how to achieve full automation for any custom report structure with enhanced features that go far beyond what QBO’s native spreadsheet sync could ever provide.
Automate custom reports with direct API integration
Coefficient connects directly to QuickBooks data sources, bypassing the spreadsheet sync limitations entirely. You can build any QBO report structure with unlimited date ranges, custom field selection from any object, and advanced filtering with complex multi-condition logic. The automation includes scheduled imports with specific times, multiple schedules for different reports, and timezone-aware scheduling.
How to make it work
Step 1. Set up direct API connection.
Connect Coefficient to QBO using admin credentials. This establishes a direct API connection that bypasses all spreadsheet sync limitations and gives you access to all QuickBooks objects and fields, not just standard reports.
Step 2. Build your custom report structure.
Select “From Objects & Fields” and choose any QuickBooks object like Invoice, Customer, Account, or Transaction. Add unlimited date ranges including fixed, rolling, or dynamic periods. Apply custom field selection and advanced filtering with complex multi-condition logic that QBO’s interface can’t support.
Step 3. Configure automation scheduling.
Set up scheduled imports with specific times like 7 AM daily, choose frequency from hourly to weekly, and configure multiple schedules for different reports. Add timezone-aware scheduling and set up manual triggers with on-sheet refresh buttons and keyboard shortcuts.
Step 4. Implement a practical custom report example.
Create an automated custom revenue analysis report by connecting to QBO, selecting “From Objects & Fields,” choosing Invoice object, and adding fields for Customer, Date, Amount, and Product/Service. Filter by Date = “Last 12 months” (dynamic) and schedule daily at 8 AM. Add Excel formulas for growth rates and trends.
Step 5. Set up advanced automation features.
Configure error handling with automatic retry on connection issues, change detection to only update modified data, and formula preservation to maintain Excel calculations. Set up multi-report dashboards with different refresh schedules per report.
Step 6. Create full workflow automation.
Import custom report data, apply Excel formulas and analysis, and export results back to QBO if needed—all on automated schedules. This creates a complete workflow that runs without any manual intervention.
Transform your custom reporting workflow
This approach provides more robust automation than QBO’s native tools, with the flexibility to create any custom report structure while maintaining live data connections. Start automating your custom reports today with capabilities that go far beyond what QBO’s spreadsheet sync could ever offer.
