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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.”
While QuickBooks doesn’t offer a dedicated trial balance report through its API, Coefficient provides excellent workarounds using general ledger data and account objects to create automated trial balance exports to Google Sheets.
You’ll get automated balance sheet reconciliations, variance reports between periods, and enhanced trial balance features that transform manual preparation into an automated process.
Create automated trial balance reports using Coefficient
QuickBooks Online lacks a native trial balance report in its API, but Coefficient offers multiple methods to extract the same data using general ledger reports and direct account object access with flexible scheduling options.
How to make it work
Step 1. Connect Coefficient to QuickBooks Online.
Install Coefficient from the Google Workspace Marketplace and authenticate your QuickBooks connection. This secure connection gives you access to all account data and general ledger information needed for trial balance reporting.
Step 2. Import general ledger data for trial balance creation.
Select “Import from QuickBooks Report” → “General Ledger” and set your date range to capture period-end balances. This includes all trial balance data that you can summarize by account using Google Sheets pivot tables.
Step 3. Alternative method using Account objects.
Choose “Import from Objects & Fields” → “Account” object and select fields like Account name and number, Account type and subtype, Current balance, and Currency for multi-currency businesses. Filter for active accounts only to focus on relevant balances.
Step 4. Schedule regular updates aligned with close cycle.
Set weekly or monthly updates aligned with your accounting close cycle. This eliminates manual trial balance preparation and ensures consistency across reporting periods with automatic balance sheet reconciliations.
Step 5. Build enhanced trial balance features.
Add account groupings for financial statements, create multi-period comparisons automatically, build flux analysis with prior period data, and generate working paper references. Create variance reports between periods and automatic balance sheet reconciliations.
Transform manual preparation into automated reporting
Automated trial balance creation provides accountants with always-current data for financial reporting and analysis. The system eliminates manual preparation while ensuring consistency across periods and enabling advanced variance analysis. Start automating your trial balance reporting today.
