)
Written by
Table of Contents
“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.”
Marketing teams need revenue data for campaign analysis, but sharing QuickBooks login credentials creates security risks and compliance headaches. The solution is setting up read-only access that keeps your financial data secure while giving marketing the self-serve access they need.
Here’s how to create secure QuickBooks connections that let marketing teams pull their own reports without ever touching your accounting system directly.
Share QuickBooks connections without sharing credentials using Coefficient
Coefficient solves this challenge by creating a secure bridge between QuickBooks and Google Sheets. Your finance admin maintains full control over the connection while marketing teams get read-only access to the specific data they need. No shared passwords, no extra QuickBooks licenses, and no security compromises.
How to make it work
Step 1. Connect QuickBooks to Coefficient with admin permissions.
Your finance admin (who has Admin or Master Admin permissions in QuickBooks) creates the initial connection in Coefficient. This person maintains full control over which data is accessible and can revoke access at any time.
Step 2. Share the connection with marketing team members.
Through Coefficient’s connection sharing feature, you can give marketing team members access to the QuickBooks data without them ever seeing login credentials. They’ll be able to import data directly into Google Sheets but can’t modify anything in QuickBooks.
Step 3. Set up automated data imports for marketing reports.
Marketing teams can now import from any of the 22+ standard QuickBooks reports (like Profit & Loss or Transaction List) or build custom reports using the Objects & Fields method. They can pull customer data, revenue metrics, and sales information on hourly, daily, or weekly schedules.
Step 4. Configure granular access controls.
Finance maintains complete control over which QuickBooks objects and reports marketing can access. You might give them access to Invoice and Customer data for campaign analysis while keeping sensitive vendor and expense information restricted.
Get your marketing team the data they need
This approach eliminates the bottleneck of waiting for finance team exports during busy periods like month-end close. Marketing gets self-serve access to live QuickBooks data while finance keeps full security control. Try Coefficient to set up secure QuickBooks access for your marketing team.
