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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.”
Giving C-suite members QuickBooks login credentials creates security risks and management overhead. You can provide executive financial visibility while maintaining strict access control through secure data sharing that eliminates credential exposure.
Here’s how to set up enterprise-grade QuickBooks data sharing that keeps executives informed without compromising security.
Create secure executive access using Coefficient
Coefficient provides secure QuickBooks data sharing through a single admin connection that serves unlimited executives without credential exposure. C-suite members receive financial data through controlled spreadsheet access while your QuickBooks system maintains centralized security management.
How to make it work
Step 1. Establish single admin connection for centralized access control.
Connect QuickBooks using Admin or Master Admin credentials. This single connection serves all executive data needs while maintaining centralized security oversight and eliminating individual credential management.
Step 2. Import executive-level financial data with custom filtering.
Use the Objects & Fields method to pull specific data like high-level P&L summaries, cash flow positions, and key balance sheet metrics. Filter out operational details and focus on strategic financial information appropriate for C-suite oversight.
Step 3. Apply date-based filters for current and comparative periods.
Set up rolling date ranges that automatically show current performance alongside historical comparisons. Executives see relevant timeframes without access to detailed transactional data.
Step 4. Set up view-only spreadsheet sharing with C-suite members.
Distribute executive dashboards through Google Sheets or Excel with read-only permissions. C-suite members can analyze financial data and create their own charts without modifying underlying QuickBooks information.
Step 5. Enable results tracking for access monitoring.
Monitor exactly when and what data executives access through automatic tracking features. This creates audit trails for compliance while maintaining visibility into executive engagement with financial data.
Maintain security while enabling transparency
Secure data sharing eliminates credential management complexity while giving C-suite members the financial visibility they need for strategic decision-making. Set up your secure executive data sharing today.
