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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.”
Since QuickBooks Online API doesn’t support custom reports including Transaction List By Account, you need to reconstruct this data using available API endpoints. The solution involves accessing transaction objects directly with account-specific filtering.
Here’s how to extract Transaction List By Account data using a more reliable method that actually gives you better control than the missing API endpoint.
Rebuild Transaction List By Account using direct object access
Coefficient solves this challenge through its Objects & Fields import method, which accesses QuickBooks transaction data directly and applies the filtering you need to recreate Transaction List By Account structure.
How to make it work
Step 1. Select Transaction objects from QuickBooks .
Choose the Objects & Fields import method and select Transaction objects. This gives you access to all transaction data that would normally appear in Transaction List By Account reports.
Step 2. Apply account-based filtering with AND/OR logic.
Use Coefficient’s advanced filtering to isolate transactions for specific accounts. Set up filters for account types, date ranges, and any other criteria your Transaction List By Account report needs.
Step 3. Choose relevant fields for your report structure.
Select fields like date, amount, memo, account name, and transaction type. Coefficient automatically maps these fields and handles the account ID to account name conversion that manual API calls would require.
Step 4. Set up dynamic date filters for ongoing automation.
Use dynamic date-logic filters like “last 30 days” or “current month” so your Transaction List By Account data automatically updates with the right time periods without manual adjustments.
Step 5. Schedule automated refreshes.
Set up hourly, daily, or weekly refreshes to keep your transaction data current. This eliminates the manual work of repeatedly extracting Transaction List By Account data.
Start extracting your transaction data by account
The missing custom reports API doesn’t have to limit your QuickBooks data access. This approach gives you Transaction List By Account data with better automation and filtering than the original API would have provided. Get started with your transaction data extraction today.
