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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.”
Operations teams need visibility into vendor payments, purchase orders, and inventory costs to make informed decisions, but direct QuickBooks access isn’t practical or secure for most organizations.
You can create read-only dashboards that give operations teams the financial data they need while maintaining proper access controls and security.
Build secure operations dashboards using Coefficient
Coefficient lets you create read-only QuickBooks dashboards in Google Sheets specifically designed for operations teams. Your finance team maintains the single QuickBooks connection while operations gets filtered, live data through shared spreadsheets.
How to make it work
Step 1. Import operations-relevant QuickBooks data.
Use the “From QuickBooks Report” method to access Transaction Lists, A/P Aging Details, and Purchase Order reports. Focus on data that operations actually needs like vendor performance, outstanding POs, and inventory costs.
Step 2. Apply operations-specific filters.
Filter the data to show only what’s relevant – outstanding purchase orders by vendor, payment schedules by due date, or inventory costs above certain thresholds. This keeps dashboards focused and useful.
Step 3. Configure automated refresh schedules.
Set up daily or weekly refreshes based on your operations team’s planning cycles. Add manual refresh buttons for on-demand updates during critical operational periods or vendor negotiations.
Step 4. Share dashboards with view-only permissions.
Create Google Sheets dashboards and share them with operations team members using view-only permissions. They get real-time QuickBooks data for decision-making without any accounting system access.
Give your operations team the data they need
This creates a secure, automated system that serves operations teams’ data needs while maintaining proper financial controls and eliminating manual report requests. Start building your operations dashboards today.
