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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’s spreadsheet sync has several critical limitations that frustrate users needing custom financial reports. You’re restricted to 22 pre-defined standard reports with no custom date ranges, modified columns, or advanced filtering capabilities.
Here’s how to work around these limitations and create unlimited custom reports with complete field customization and automation features that QBO’s native tools simply can’t match.
Overcome QBO’s report restrictions using Coefficient
Coefficient serves as a comprehensive workaround for QBO’s spreadsheet sync limitations. Instead of being limited to 22 standard reports, you get unlimited custom date ranges including rolling periods, complete field customization from any QuickBooks object, and advanced filtering with complex AND/OR logic that QBO’s interface doesn’t support.
You can also write custom SQL queries for complex data transformations, schedule automatic refreshes, and maintain live data connections without manual export/import cycles.
How to make it work
Step 1. Set up unlimited custom date ranges.
Create any date range including rolling periods like 13-month, YTD, or QTD. Use dynamic date logic that auto-adjusts such as “Last 13 months from today” with no restrictions on historical data access. This goes far beyond QBO’s preset date options.
Step 2. Build complete field customization.
Select any fields from any QuickBooks object, combine data from multiple objects in one import, and add custom calculated fields directly in your spreadsheet. You’re not limited to QBO’s pre-defined report structures.
Step 3. Apply advanced filtering capabilities.
Use complex AND/OR logic filters, filter by any field type including date, text, number, or boolean, and create filters that QBO’s interface doesn’t support. This gives you precise control over your data.
Step 4. Configure automation features.
Schedule refreshes hourly, daily, or weekly to maintain live data connections. Set up email notifications and maintain version history for data validation. No more manual export/import cycles needed.
Step 5. Use SQL query support for advanced reporting.
Write custom queries for complex data transformations, join multiple data sources, and create reports that are impossible in QBO’s interface. This opens up unlimited reporting possibilities.
Transform limitations into opportunities
Instead of being limited to QBO’s standard P&L report, you can build custom P&Ls with 13 months of trailing data, specific account categories, custom KPIs and ratios, and automatic morning updates. Start building more powerful, customized reporting than QBO’s native tools could ever provide.
