You can track SKU-level revenue from QuickBooks in spreadsheets without manual exports by using automated data connections that refresh on schedule and maintain historical performance data.
Here’s how to set up continuous SKU revenue tracking that eliminates repetitive manual export processes and provides advanced analytical capabilities.
Automate SKU revenue tracking with live QuickBooks integration using Coefficient
Coefficient eliminates manual QuickBooks exports for QuickBooks SKU-level revenue tracking. QuickBooks’ native item reporting lacks automated export capabilities and requires repetitive manual processes for detailed SKU analysis.
How to make it work
Step 1. Import item-level data directly from QuickBooks.
Use the “From QuickBooks Report” method to import the Sales by Item Summary report, or choose “From Objects & Fields” to access QuickBooks Item objects directly. This captures SKU-level revenue without any manual intervention.
Step 2. Set up automated data refresh schedules.
Configure imports to run daily or weekly based on your timezone settings. The refresh runs automatically in the background, ensuring your SKU revenue tracking stays current without manual exports.
Step 3. Apply advanced filtering for specific SKUs.
Use AND/OR logic to focus on specific SKU categories, date ranges, or revenue thresholds. For example, filter for “Item Type = Inventory” AND “Sales Amount > $1000” to track high-performing SKUs only.
Step 4. Select custom fields for comprehensive tracking.
Use the Objects & Fields import method to pull exactly the SKU data you need: Item Name, SKU, Quantity Sold, Revenue, and Cost of Goods Sold. This eliminates excess data while maintaining focus on key performance metrics.
Transform your SKU performance analysis
Automated QuickBooks integration provides continuous SKU revenue data flow, enabling sophisticated inventory performance analysis and seasonal trend identification that’s impossible with manual export processes. Start tracking your SKU performance automatically today.