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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 AR aging reports can’t be shared in real-time with non-QuickBooks users, and customer balance information requires individual access for each team member. Your team needs collaborative access to current aging data.
Here’s how to sync QuickBooks customer balances and aging buckets to a shared spreadsheet that updates automatically.
Sync customer balances automatically using Coefficient
Coefficient provides seamless syncing of QuickBooks customer balances and aging buckets to shared spreadsheets. This addresses critical collaboration limitations in QuickBooks’ native sharing capabilities.
How to make it work
Step 1. Import AR aging data directly.
Use the “From QuickBooks Report” method to import AR Aging Summary or AR Aging Detail reports with complete customer balances and aging bucket breakdowns (0-30, 31-60, 61-90, 90+ days).
Step 2. Set up automated sync scheduling.
Configure daily or hourly refresh schedules to maintain current customer balances without manual intervention. Your shared spreadsheet always reflects the latest QuickBooks data.
Step 3. Configure shared access management.
Create shared Google Sheets with role-based permissions for different team members. Give view-only access to some users and edit access to others based on their responsibilities.
Step 4. Ensure balance reconciliation.
Verify that total customer balances match QuickBooks exactly through the direct API connection. This maintains data integrity across your shared workspace.
Step 5. Add collaboration features.
Enable team members to add collection notes, follow-up dates, and action items directly in the shared spreadsheet. Combine aging data with customer success activities and collection strategies.
Enable team collaboration
Unlike QuickBooks’ user-limited access model, this creates a collaborative workspace where customer success, sales, and accounting teams work with identical, current customer balance information. Data accuracy is maintained through automated QuickBooks synchronization. Start syncing customer balances for your team today.
