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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.”
Manual expense tracking creates data accuracy issues and collaboration bottlenecks. QuickBooks’ native sharing capabilities are limited to static reports that require constant manual updates, making team collaboration difficult.
Here’s how to build expense trackers that update automatically and enable real-time team collaboration without manual export processes.
Create automated expense trackers using Coefficient
Coefficient eliminates the manual export process by providing automated data sync from QuickBooks into collaborative spreadsheet environments. This approach ensures expense data remains current while enabling enhanced tracking features.
How to make it work
Step 1. Set up automated data sync.
Use Coefficient’s QuickBooks integration to pull expense data from multiple objects including Bills, Purchases, and Journal Entries into a unified tracker. Configure automated refresh schedules for hourly, daily, or weekly updates to ensure data remains current.
Step 2. Import comprehensive expense data.
Access all expense-related data through Coefficient’s support for standard QuickBooks objects. Import from Transaction List reports or build custom views using the Objects & Fields method with specific field selection for your tracking needs.
Step 3. Apply dynamic filtering.
Use date-logic filters for focused, lightweight imports. Create rolling 30-day expense views or month-to-date tracking that automatically updates date ranges without manual intervention, keeping your tracker relevant and manageable.
Step 4. Enable shared access management.
Share the expense tracker with team members without requiring individual QuickBooks access. The connection sharing feature allows multiple users to benefit from live data without credential exposure or security risks.
Step 5. Build enhanced tracking features.
Create expense categorization, approval workflows, and variance analysis directly in Google Sheets using the imported QuickBooks data as the foundation. Add real-time commenting, editing, and approval processes that QuickBooks’ limited collaboration features cannot support.
Upgrade your expense tracking workflow
This solution transforms static QuickBooks reporting into dynamic, collaborative expense tracking that updates continuously. Teams get the real-time collaboration they need while maintaining live connection to financial data. Build your automated expense tracker today.
