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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.”
Marketing teams need customer data and revenue metrics for campaign analysis, but sharing QuickBooks passwords violates security protocols. Creating individual QuickBooks user accounts gets expensive and complex to manage, especially when marketing only needs read-only access to specific data.
Here’s how to give marketing secure access to QuickBooks data without compromising credentials or buying additional licenses.
Share QuickBooks data access without sharing passwords using Coefficient
Coefficient creates a secure connection architecture where finance maintains one QuickBooks connection with full admin permissions, then shares data access with marketing team members who never see the actual login credentials.
How to make it work
Step 1. Create the master QuickBooks connection.
Your finance admin (with Admin or Master Admin QuickBooks permissions) establishes the connection in Coefficient. This single connection handles all data access while maintaining complete security control.
Step 2. Share connection access without credential exposure.
Through Coefficient’s connection sharing feature, marketing team members get access to QuickBooks data without ever seeing login details. They can import data directly into Google Sheets but cannot access QuickBooks directly or modify any financial data.
Step 3. Configure granular read-only permissions.
Finance controls exactly which QuickBooks objects and reports marketing can access. You might share Customer and Invoice data for campaign analysis while keeping Vendor and Bill information restricted. All access is read-only by default for shared users.
Step 4. Set up audit trails and access monitoring.
All marketing team data access is logged and trackable. Finance can see exactly what data was accessed and when, providing complete visibility without compromising security protocols.
Step 5. Enable self-serve marketing analytics.
Marketing teams can independently pull customer segmentation data, revenue by source, and campaign ROI metrics. They get the insights they need for analysis while finance maintains complete control over data access permissions.
Secure QuickBooks access without the security risks
Connection sharing eliminates password sharing risks and expensive user license proliferation while giving marketing the data access they need. Finance keeps control, marketing gets independence, and security stays intact. Set up secure QuickBooks access for your marketing team today.
