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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.”
You can automatically sync QuickBooks and Stripe transaction data in real-time by connecting both platforms through a dual-connector approach with automated refresh capabilities that eliminate manual CSV exports.
This guide shows you how to set up live data connections and automated syncing to keep your revenue reconciliation current without constant manual work.
Connect both platforms simultaneously using Coefficient
Coefficient solves the sync challenge by connecting directly to both your QuickBooks and QuickBooks accounts, then importing transaction data from each platform into a single spreadsheet. You can schedule automated refreshes on hourly, daily, or weekly intervals to maintain current data without manual exports.
How to make it work
Step 1. Connect your QuickBooks account through Coefficient.
You’ll need Admin or Master Admin permissions to establish the connection. Use the “From Objects & Fields” method to pull Invoice, Payment, Sales Receipt, and Deposit objects with the specific fields you need for reconciliation.
Step 2. Connect your Stripe account and import transaction data.
Import Stripe transaction data including charges, payouts, and fees using Coefficient’s native Stripe connector. This gives you access to all the payment processing details you need for complete transaction visibility.
Step 3. Set up automated refresh schedules.
Configure hourly, daily, or weekly automated refreshes based on your business needs. Use timezone-based scheduling to ensure data syncs align with your operations, and add manual refresh buttons for immediate updates when needed.
Step 4. Create unified transaction views with filtering.
Combine both data sources in your spreadsheet and apply filtering to focus on specific date ranges, transaction types, or amounts using AND/OR logic. Create custom calculated fields to identify matching transactions across both platforms.
Keep your revenue data synchronized automatically
This automated approach eliminates the frustration of manually exporting CSV files from each platform separately. Your revenue reconciliation data stays current without constant manual intervention, giving you real-time visibility into your financial data. Start syncing your QuickBooks and Stripe data today.
