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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.”
Department leaders need visibility into their relevant expense accounts, but QuickBooks doesn’t provide department-specific dashboard views that focus on the accounts each department actually manages. Manual account data extraction creates delays and limits the financial insights departments need for effective budget management.
Here’s how to create automated synchronization between QuickBooks expense accounts and department-specific dashboards that stay current without manual intervention.
Create synchronized department dashboards using Coefficient
Coefficient establishes seamless connections between your QuickBooks expense accounts and QuickBooks department dashboards, automatically updating account balances and activity data while filtering for department-relevant accounts only.
How to make it work
Step 1. Configure comprehensive expense account imports.
Use Coefficient’s “From Objects & Fields” method to import from the Account object for expense account structure and balances, plus expense transaction objects like Bills, Expenses, and Journal Entries linked to specific accounts. Include department classification fields like Class, Location, or custom tracking.
Step 2. Set up department-specific account filtering.
Create targeted imports for each department’s relevant expense accounts. Marketing dashboards sync accounts like Advertising, Marketing Software, and Trade Shows. Operations dashboards sync Utilities, Rent, and Equipment Maintenance. HR dashboards sync Payroll Expenses, Benefits, and Training accounts.
Step 3. Implement automated sync scheduling.
Configure regular updates based on department needs. Choose daily sync for departments requiring real-time expense account monitoring, weekly sync for standard dashboard needs, or monthly sync for high-level departmental budget reviews. All syncing happens automatically based on your timezone.
Step 4. Build dynamic dashboard visualizations.
Create interactive dashboards using synced expense account data including account balance trends over time, budget versus actual spending by expense account, department expense account comparisons, and top expense accounts by spending volume with automatic chart updates.
Enable continuous financial visibility
Synchronized department dashboards eliminate the gap between expense account activity and departmental awareness. Each department gets focused visibility into their relevant accounts while maintaining current data that supports proactive budget management. Start syncing your expense accounts to department dashboards and transform how your teams monitor their financial performance.
