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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 API doesn’t expose custom reports as direct endpoints. The API only provides access to 22+ standard reports like Balance Sheet and Profit & Loss, but excludes user-created custom reports entirely.
This architectural limitation stems from QuickBooks’ API design prioritizing standardized data structures. Here’s how to work around this restriction and still get your custom report data.
Extract custom report data using Objects & Fields method
Instead of relying on the unavailable custom reports API, Coefficient lets you rebuild your custom report logic using direct access to QuickBooks objects like Transactions, Accounts, and Customers. You can recreate the same filtering and field selection that your custom reports use, but with more flexibility and automation.
How to make it work
Step 1. Connect to QuickBooks using Objects & Fields import.
Open your spreadsheet and select the Objects & Fields import method from QuickBooks . This bypasses the custom reports limitation by accessing raw transaction data directly.
Step 2. Select your target objects and apply custom filtering.
Choose Transaction objects and apply the same account-specific filters your custom report uses. Use AND/OR logic to match your original report criteria, including date ranges and account types.
Step 3. Map fields to match your custom report structure.
Select the specific fields you need (date, amount, memo, account) to recreate your custom report layout. Coefficient automatically handles field mapping and data formatting.
Step 4. Set up automated refreshes.
Schedule hourly, daily, or weekly refreshes to keep your custom report data current without manual intervention. This gives you the automation that the missing custom reports API would have provided.
Get your custom QuickBooks data working again
The custom reports API limitation doesn’t have to stop your data workflows. By reconstructing your report logic through direct object access, you get the same data with better automation and flexibility. Start building your custom report alternative today.
