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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.”
Operations teams need real-time visibility into shipping costs for logistics planning and vendor negotiations, but manual data extraction from QuickBooks creates delays and limits their ability to make timely decisions.
Here’s how to provide operations teams with live shipping cost data that updates automatically and supports collaborative analysis and planning.
Enable real-time shipping cost sharing using Coefficient
Coefficient enables real-time sharing of QuickBooks shipping cost data through automated imports and live Google Sheets dashboards. Operations teams get current logistics cost visibility without manual data requests or accounting system access.
How to make it work
Step 1. Import shipping cost data from multiple QuickBooks sources.
Use the “From Objects & Fields” method to pull shipping-related data from Purchase Orders, Bills, and Expense objects where freight charges are recorded. Access Transaction List reports filtered for shipping expense categories and logistics-related line items.
Step 2. Apply operations-specific filtering for relevant insights.
Filter shipping costs by vendor, shipping method, or cost thresholds to provide focused logistics insights. Create separate views for inbound vs. outbound shipping, domestic vs. international freight, or filter by purchase order status for pending commitments.
Step 3. Configure real-time refresh schedules.
Set up hourly or daily automated refreshes to ensure operations teams have current shipping cost information for logistics planning. Add manual refresh buttons for immediate updates during critical shipping decisions or vendor negotiations.
Step 4. Create collaborative operations dashboards.
Build shared Google Sheets workbooks where operations teams can access live shipping cost data alongside operational metrics. Enable cost analysis, vendor comparisons, and budget variance tracking using current QuickBooks data combined with external logistics information.
Optimize logistics decisions with real-time cost data
This approach provides operations teams with live QuickBooks shipping cost visibility for immediate decision-making while maintaining financial system security and eliminating manual data sharing workflows. Start sharing real-time shipping cost data today.
