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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.”
You can create automated QuickBooks data feeds to Google Sheets that provide cross-functional teams with relevant financial information tailored to their specific needs. This transforms QuickBooks from a finance-only tool into a cross-functional data platform.
Here’s how to set up department-specific QuickBooks data feeds that enable cross-functional collaboration while maintaining data security and relevance.
Build cross-functional QuickBooks data feeds using Coefficient
Coefficient enables customized data feeds for different departments through filtered imports and multi-sheet architectures. Each team gets relevant QuickBooks data automatically updated on schedules that match their workflow needs.
How to make it work
Step 1. Import comprehensive QuickBooks data.
Connect your QuickBooks account and import master data including customer information, invoice status, vendor data, P&L statements, Balance Sheet, and Cash Flow reports. This creates your central data source for all department feeds.
Step 2. Create department-specific filtered feeds.
Use Coefficient’s AND/OR filtering logic to create targeted data feeds: Sales teams get customer data and A/R Aging, Operations teams access vendor information and bill payments, Executive leadership sees P&L and Cash Flow summaries.
Step 3. Set up multi-sheet feed architecture.
Create separate worksheets for each department within the same Google Sheet, or use individual sheets for different teams. Each sheet can have its own filtered view and refresh schedule based on department needs.
Step 4. Configure automated refresh schedules.
Set different update frequencies for different teams – hourly for sales teams monitoring payment status, daily for operations tracking vendor payments, weekly for executive summary reports.
Step 5. Apply appropriate sharing permissions.
Share department-specific sheets with relevant team members using Google Sheets permissions. Teams can comment and collaborate on financial data without accessing QuickBooks directly.
Step 6. Enable cross-functional collaboration.
Create summary dashboards that combine key metrics from different departments. Use Google Sheets’ native collaboration features for cross-functional discussions based on live QuickBooks data.
Transform QuickBooks into a cross-functional data platform
Cross-functional QuickBooks data feeds eliminate data silos while maintaining security and relevance for each team. Your organization works from unified financial data without requiring QuickBooks access across departments. Create your cross-functional QuickBooks data feeds today.
