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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 custom report builder blocks access to calculated fields, cross-object relationships, custom field combinations, and detailed transaction-level data from certain objects. These restrictions prevent comprehensive financial analysis.
Here’s how to access all QuickBooks fields and create the custom reports you actually need.
Access all QuickBooks fields using Coefficient
Coefficient overcomes these field restrictions by providing access to ALL fields from any QuickBooks object through its “From Objects & Fields” import method. Unlike QBO’s report builder, you can select any combination of fields from all 22+ standard objects, access hidden custom fields, and import transaction-level details with full field visibility.
How to make it work
Step 1. Connect QuickBooks to your spreadsheet.
Open your spreadsheet and install Coefficient. Click “Import from Apps” and select QuickBooks . You’ll need admin permissions to establish the connection.
Step 2. Choose “From Objects & Fields” import method.
This method gives you access to all available fields from any QuickBooks object. Select the object you want to analyze (Invoice, Customer, Payment, etc.) and you’ll see every field available for that object.
Step 3. Select all the fields you need.
Choose any combination of standard fields, custom fields, and calculated data points. You can combine fields from multiple objects in a single import – something impossible with QuickBooks’ native reports.
Step 4. Add your own calculated fields in the spreadsheet.
Once the data imports, create calculated columns using spreadsheet formulas. Build KPIs, percentages, or complex calculations that QuickBooks can’t handle natively.
Step 5. Set up automated refreshes.
Schedule hourly, daily, or weekly refreshes to keep your comprehensive reports current without manual work.
Build the reports QuickBooks can’t
With access to all QuickBooks fields, you can create comprehensive financial analyses that combine customer data with payment history and invoice details in one report. Start building the custom reports your business actually needs.
