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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 restricts you to single-dimension expense reports, making combined location and department expense analysis impossible through standard reporting tools.
Here’s how to build comprehensive cross-dimensional expense analysis that QuickBooks can’t provide natively.
Enable cross-dimensional expense analysis using Coefficient
Coefficient overcomes QuickBooks ‘ native reporting limitations for cross-dimensional analysis. While QuickBooks restricts users to single-dimension expense reports (either by location OR department), Coefficient enables combined location and department analysis in a unified view.
How to make it work
Step 1. Use “From Objects & Fields” for custom expense analysis.
Extract data from Bill, Purchase, and Journal Entry objects with location tracking and department (class) tracking preserved as separate dimensions. This creates the structured dataset necessary for meaningful location and department expense analysis.
Step 2. Apply sophisticated filtering with AND/OR logic.
Create focused expense analysis by applying location AND department filters using AND/OR logic during import. This creates focused datasets for specific location and department combinations while maintaining dimensional integrity.
Step 3. Combine multiple data sources for comprehensive analysis.
Access 22+ standard QuickBooks reports combined with custom object field selection. Import from Profit and Loss reports while adding location and department dimensions, or build entirely custom expense breakdowns using transaction-level data.
Step 4. Set up automated refresh for live analysis.
Configure automated refresh scheduling to keep your location and department expense analysis current with live QuickBooks data. The direct API connection bypasses manual export processes that typically flatten multi-dimensional expense data.
Unlock sophisticated expense insights
Building location and department expense analysis provides the cross-dimensional insights that QuickBooks simply can’t deliver through standard reporting. Your structured foundation enables sophisticated analysis that would require extensive manual data manipulation with traditional exports. Start building comprehensive expense analysis today.
