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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.”
Coefficient provides superior automation for QuickBooks Online profit and loss by class reporting, addressing significant limitations in QuickBooks’ native class-based P&L capabilities with flexible scheduling and enhanced analytics.
You’ll get side-by-side class comparisons, contribution margin calculations, and automated variance analysis that transforms static P&L reports into dynamic performance management tools.
Automate P&L by class reporting using Coefficient
QuickBooks Online’s class-based P&L reports require manual generation and lack the flexibility needed for comprehensive departmental analysis. Coefficient connects directly to QuickBooks’ API to pull live P&L data with class dimensions and automated scheduling.
How to make it work
Step 1. Install Coefficient and connect to QuickBooks Online.
Add Coefficient to Google Sheets from the Workspace Marketplace and authenticate your QuickBooks connection. This secure connection gives you access to all QuickBooks reports including class-based P&L data.
Step 2. Import your Profit and Loss report with class dimensions.
Select “Import from QuickBooks Report” → “Profit And Loss” and enable “Class” as a column or filter dimension in the report settings. Configure your date range using options like “Current Month” or “Year to Date” for consistent reporting periods.
Step 3. Schedule weekly updates for automatic refresh.
Click “Schedule” and select “Weekly” with your preferred timing. This ensures consistent class reporting across periods and eliminates manual P&L preparation for multiple locations or departments.
Step 4. Create advanced class-based analysis views.
Import multiple classes in a single report for side-by-side comparison, create separate sheets for each class with targeted scheduling, and build consolidated views across all classes with subtotals and class hierarchies for multi-level reporting.
Step 5. Build enhanced reporting capabilities.
Calculate contribution margins by class automatically, build profitability rankings across business units, create automated budget vs. actual analysis by class, and generate management dashboards with KPIs by segment that update with fresh data.
Transform static reports into dynamic performance tools
Automated P&L by class reporting provides insights that native QuickBooks class reporting cannot deliver efficiently. Your departmental performance data stays current automatically, enabling data-driven management decisions across business units. Start building better class-based reporting today.
