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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.”
You can provide non-finance teams with read-only budget views from QuickBooks data by extracting live budget information into view-only spreadsheets that update automatically without any risk of data modification.
This approach overcomes QuickBooks’ lack of granular permission controls while giving teams the budget visibility they need for informed decision-making.
Create secure read-only budget access using Coefficient
Coefficient provides the perfect solution for read-only budget views since QuickBooks lacks granular permission controls. The platform extracts live budget information into spreadsheets that can be shared as view-only documents, completely eliminating modification risks while providing real-time QuickBooks data.
How to make it work
Step 1. Import budget data with department-specific filtering.
Use Coefficient’s “From QuickBooks Report” method to pull Budget vs Actual reports, or use “Objects & Fields” to create custom budget views. Apply filters to show only relevant budget categories for each team using AND/OR logic combinations.
Step 2. Configure automatic data updates.
Set up scheduled refreshes on daily or weekly intervals so teams always see current budget performance. Coefficient automatically pulls updated budget figures from QuickBooks without manual data exports or team intervention.
Step 3. Build team-specific budget dashboards.
Create focused views showing marketing spend for marketing teams, operational costs for operations, and other relevant budget categories. Add variance calculations and performance tracking that QuickBooks’ native reports can’t provide.
Step 4. Distribute with view-only permissions.
Share spreadsheets with view-only access so teams get real-time QuickBooks budget insights without any ability to modify source data. Include advanced visualizations and department-specific analysis capabilities.
Get started with read-only budget views
This solution eliminates additional licensing costs while maintaining complete data security and providing better budget visibility than QuickBooks native functionality. Start building your automated read-only budget views today.
