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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’ user permission limitations and interface complexity typically prevent customer success teams from accessing needed payment data directly, creating dependency on finance teams.
Here’s how to create self-service payment tracking that gives CS teams independent access to current payment information.
Create self-service payment access using Coefficient
Coefficient enables customer success teams to access QuickBooks payment data independently through self-service Google Sheets dashboards, eliminating their dependence on finance teams for payment status information.
How to make it work
Step 1. Set up shared connection with proper access controls.
A QuickBooks admin establishes the Coefficient connection, then shares access with CS team members without exposing QuickBooks credentials or requiring additional licenses. This maintains security while providing data access.
Step 2. Import customer-focused payment data views.
Pull relevant QuickBooks data including Customer payment history from Payment objects, outstanding invoice balances and due dates, credit memo applications, and payment method preferences. Focus on data CS teams need for customer conversations.
Step 3. Design user-friendly interface for CS workflows.
Create the Google Sheets interface specifically for CS team needs with customer lookup functionality using =FILTER([Customer Data],[Customer Name]=B2). Add payment status indicators (current, overdue, at-risk) and quick reference payment history sections.
Step 4. Configure automated data updates for current information.
Set automatic refresh schedules so CS teams always see current payment information without manual updates or finance team intervention. Daily refreshes ensure conversations are based on accurate, up-to-date payment status.
Step 5. Add CS-specific tracking features.
Include customer communication logs, follow-up task tracking, payment promise recording, and escalation triggers based on aging thresholds. Create columns for CS team notes and action items that complement the payment data.
Empower your CS team with payment visibility
This self-service approach empowers CS teams with real-time payment visibility, enabling proactive customer relationship management and more effective collections support without creating additional workload for finance teams. Build your self-service payment tracking today.
