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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.”
QuickBooks doesn’t provide secure external reporting links, and native sharing requires creating user accounts that expose sensitive customer data and full financial records to external parties.
Here’s how to create secure reporting links that give stakeholders the financial information they need without compromising your data security.
Enable secure external reporting using Coefficient
Coefficient enables secure QuickBooks reporting links for external stakeholders through QuickBooks spreadsheet sharing with granular permission controls, eliminating the security risks of direct QuickBooks access.
How to make it work
Step 1. Create stakeholder-specific reports.
Import relevant QuickBooks data using Coefficient’s filtering capabilities to limit data exposure. Use “Objects & Fields” method to select only specific financial metrics needed by each stakeholder group. Create separate report views for different stakeholder types like investors, lenders, advisors, and auditors.
Step 2. Implement granular security controls.
Generate unique Google Sheets links for each stakeholder group with view-only permissions. Control data visibility by creating filtered views showing only relevant financial periods or accounts. Set up stakeholder-specific dashboards that exclude sensitive operational details.
Step 3. Configure automated security features.
Set up automatic data refresh schedules so stakeholders always access current information. Use Google Sheets’ built-in access logging to track when stakeholders view reports. Implement link expiration dates for time-sensitive due diligence or audit processes.
Step 4. Maintain data freshness.
Schedule regular QuickBooks data imports to keep stakeholder reports current. Set up refresh notifications so stakeholders know when new data is available. Configure timezone-based updates to ensure reports refresh during business hours.
Step 5. Customize for different stakeholder needs.
Create lender links that focus on cash flow, debt service coverage, and collateral accounts. Build investor links that emphasize P&L trends, growth metrics, and key performance indicators. Set up auditor links with detailed transaction access and full account reconciliation data.
Provide transparency while maintaining security
This secure linking approach provides external stakeholders with the financial transparency they need while maintaining complete control over your QuickBooks data security and access permissions. Create your secure reporting links with Coefficient today.
