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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.”
Manual vendor spend tracking means constantly running QuickBooks reports, exporting data, and updating spreadsheets. This creates delays and potential errors in your vendor spend analysis when you need current information.
Here’s how to set up real-time vendor spend tracking that syncs directly from QuickBooks to your spreadsheet without any manual data entry.
Automate vendor spend data sync using Coefficient
Coefficient eliminates manual entry by providing direct QuickBooks-to-spreadsheet synchronization. Your vendor spend data updates automatically as transactions are recorded, giving you current financial analysis without the export-import cycle.
How to make it work
Step 1. Set up automated data import from QuickBooks objects.
Use Coefficient’s Objects & Fields import method to pull Vendor, Bill, and Bill Payment data directly into your spreadsheet. This captures all vendor spend transactions automatically and gives you complete control over which fields to include in your analysis.
Step 2. Apply dynamic filtering for focused spend tracking.
Use Coefficient’s filtering capabilities with date-logic filters to focus on current period vendor spending. Apply AND/OR logic to filter by specific vendors, payment amounts, or date ranges. These filters update automatically with each data refresh.
Step 3. Configure hourly automated refreshes.
Set up hourly refresh schedules to ensure your vendor spend data reflects the most current QuickBooks information. The timezone-based scheduling ensures updates occur during your business hours, providing near real-time spend visibility.
Step 4. Build live spend analysis calculations.
Create spend analysis formulas in your spreadsheet that automatically calculate vendor totals, payment trends, and budget comparisons as new data syncs from QuickBooks. Combine data from multiple QuickBooks objects (Bills, Payments, Vendors) in a single view for comprehensive spend tracking.
Get real-time vendor spend visibility
This automated approach provides continuous vendor spend monitoring that always reflects current vendor payment activity. Start using Coefficient to eliminate manual vendor spend tracking and get real-time financial insights.
