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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 custom reports impose frustrating row limits that vary by report type, typically capping at 1,000-10,000 rows for most reports. These limitations become critical barriers when analyzing high-volume transaction data or historical trends.
Here’s how to handle large datasets that exceed QuickBooks’ native row limitations.
Handle large QuickBooks datasets using Coefficient
Coefficient handles large data volumes more effectively with a 400,000 cell limit for report API responses. When you hit this limit, Coefficient provides built-in workarounds including incremental date ranges, dynamic filtering, and data chunking capabilities.
How to make it work
Step 1. Use incremental date ranges to import data in chunks.
Instead of importing two years of transaction data at once, break it into quarterly or monthly segments. Import each segment separately using date filters in the QuickBooks import settings.
Step 2. Apply dynamic date-logic filters to focus on relevant data.
Use Coefficient’s filtering options to import only active records or specific date ranges. For example, filter for transactions from the last 90 days or customers with activity in the current year.
Step 3. Consolidate data using spreadsheet functionality.
Create a master sheet that combines your segmented imports using formulas like VLOOKUP or pivot tables. This gives you a comprehensive view while staying within data limits.
Step 4. Create rolling reports that automatically archive older data.
Set up reports that focus on recent periods and automatically update with new data while dropping older records. This maintains performance while keeping your analysis current.
Step 5. Schedule automated refreshes for each data segment.
Configure refresh schedules for each of your data chunks so they update independently. This ensures your large dataset analysis stays current without manual intervention.
Analyze datasets far beyond QuickBooks’ native limits
This approach enables analysis of datasets that would be impossible with QuickBooks native reporting while maintaining performance and automation. Start analyzing your large datasets without row limit restrictions.
