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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.”
Standard QuickBooks exports combine or flatten location and class dimensional fields, making multi-dimensional analysis impossible when these fields appear as merged text rather than separate, filterable columns.
Here’s how to sync these fields as distinct columns for meaningful analysis in Google Sheets.
Sync location and class as separate columns using Coefficient
Coefficient provides seamless syncing of QuickBooks location and class fields as separate columns in Google Sheets. This separation is crucial for meaningful multi-dimensional analysis that requires location and class as distinct, filterable columns rather than flattened text.
How to make it work
Step 1. Select location and class fields individually using “From Objects & Fields”.
Choose location tracking and class tracking fields individually to ensure they appear as separate columns in your Google Sheets. This direct API approach bypasses the limitations of QuickBooks’ CSV exports that merge dimensional data.
Step 2. Configure automated refresh scheduling.
Set up hourly, daily, or weekly refresh scheduling to maintain live sync between QuickBooks and Google Sheets. This preserves the separate column structure while eliminating manual re-export processes that typically compromise field separation.
Step 3. Access comprehensive object coverage.
Sync location and class fields from ALL relevant QuickBooks objects including Invoice, Bill, Journal Entry, and Purchase Order. Coefficient’s automatic field mapping ensures consistent column placement across refreshes.
Step 4. Maintain proper data organization.
Coefficient automatically organizes synced data based on selected columns, ensuring location and class fields remain properly separated and structured. This eliminates QuickBooks’ sorting limitations that may affect field relationships.
Enable advanced multi-dimensional analysis
Syncing location and class as separate columns transforms your ability to analyze QuickBooks data in Google Sheets. Your dimensional fields stay structured and filterable, supporting advanced pivot table analysis and cross-dimensional reporting that would be impossible with merged field exports. Start syncing your fields properly today.
