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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.”
Sharing P&L statements with investors shouldn’t require giving them access to your entire QuickBooks system with all your sensitive customer and vendor data.
Here’s how to create secure, read-only P&L sharing that keeps your QuickBooks credentials private while giving investors the financial transparency they need.
Create secure P&L sharing using Coefficient
Coefficient solves the investor access challenge by connecting to your QuickBooks data and creating secure, read-only sharing through QuickBooks spreadsheets. Your login credentials stay completely private within your organization.
How to make it work
Step 1. Import your P&L data securely.
Connect Coefficient to QuickBooks using your admin credentials. The connection stays secure within your organization while enabling automated data flow. Import Profit & Loss statements using the “From QuickBooks Report” method and set up automated weekly or monthly refreshes.
Step 2. Create investor-friendly formats.
Customize P&L presentation in Google Sheets or Excel with investor-preferred formatting. Add comparative periods, percentage changes, and key ratio calculations that investors expect to see. Include executive commentary sections for context on variances.
Step 3. Implement secure sharing controls.
Share Google Sheets with “View Only” permissions to specific investor email addresses. Investors receive automatically updated P&L data without any QuickBooks system access. Track who has accessed reports and when through Google Sheets activity logs.
Step 4. Maintain data security boundaries.
Investors only see formatted P&L data, not customer lists, vendor information, or other sensitive details. You maintain granular control over which financial periods and data points investors can view, with the ability to revoke access instantly if needed.
Provide transparency while protecting sensitive data
This method gives investors the financial transparency they need while maintaining complete security over your QuickBooks system and sensitive business information. Start sharing your P&L statements securely with Coefficient today.
