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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 create team-specific spend dashboards in Google Sheets using live QuickBooks data without sharing login credentials or giving teams direct system access.
Here’s how to set up secure, automated dashboards that keep your financial data protected while giving teams the spending visibility they need.
Build secure spend dashboards using Coefficient
Coefficient connects your QuickBooks data to Google Sheets through a single admin connection. Teams get filtered, read-only dashboards with live spending data but never see your QuickBooks credentials or access the accounting system directly.
How to make it work
Step 1. Connect QuickBooks through Coefficient.
Install Coefficient in Google Sheets and connect your QuickBooks account using Admin or Master Admin permissions. This creates one secure connection that pulls data for all team dashboards without requiring additional user accounts.
Step 2. Import team-filtered expense data.
Use Coefficient’s “From Objects & Fields” method to import expense data with team-specific filters. Apply filters using Department, Class, or custom fields to segment spending by team. Set up separate imports for each team to ensure data isolation.
Step 3. Set up automated refresh schedules.
Configure hourly, daily, or weekly automated refreshes so team dashboards always display current spend data. Teams see updated information without any manual work from you or access to QuickBooks.
Step 4. Create team-specific dashboard sheets.
Build separate Google Sheets for each team with their pre-filtered spending data. Include metrics like monthly spend totals, category breakdowns, vendor analysis, and budget comparisons. Add charts and conditional formatting for visual spending insights.
Step 5. Share with read-only permissions.
Share individual team dashboard sheets using Google Sheets’ viewer permissions. Team members can view and analyze their spending data but can’t modify the underlying data or connection settings.
Start building your secure spend dashboards
This approach gives teams the spending visibility they need while maintaining complete control over your QuickBooks data and credentials. Get started with Coefficient to build your first team spend dashboard today.
