How to track customer acquisition costs using QuickBooks and lead generation data together

using Coefficient google-sheets Add-in (500k+ users)

Track accurate customer acquisition costs by combining QuickBooks marketing expenses with lead generation data for precise CAC calculations and ROI analysis.

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You can track accurate customer acquisition costs by combining QuickBooks marketing expense data with lead generation metrics to calculate true CAC that QuickBooks cannot accomplish natively.

This eliminates the 2-3 hours of monthly manual CAC calculations and attribution errors while giving you precise channel-specific acquisition costs.

Calculate precise customer acquisition costs using Coefficient

Coefficient enables comprehensive CAC tracking by connecting QuickBooks marketing expenses with lead generation data. QuickBooks’ Chart of Accounts shows marketing spend but cannot correlate this with lead sources or conversion data, making true CAC calculation impossible without external integration.

How to make it work

Step 1. Import QuickBooks marketing expense data.

Import Chart of Accounts data focusing on marketing expense categories like advertising, content marketing, and events. Use “From Objects & Fields” to pull Vendor and Bill objects for detailed marketing spend tracking with automated daily refreshes.

Step 2. Connect lead generation platforms.

Connect Google Ads, Facebook Ads, and LinkedIn Ads to import lead volume and source data. Import CRM data from Salesforce or HubSpot to track lead-to-customer conversion rates by source with synchronized refresh schedules.

Step 3. Build advanced CAC calculations.

Calculate blended CAC by dividing total marketing expenses from QuickBooks by new customers acquired across all channels. Build channel-specific CAC using marketing spend by category from QuickBooks and conversion data by source from lead generation platforms.

Step 4. Create automated CAC reporting.

Track CAC payback period using customer lifetime value from QuickBooks subscription revenue data. Create cohort-based CAC analysis showing acquisition cost trends over time with real-time monitoring and alerts when costs exceed target thresholds.

Drive marketing investment decisions with accurate CAC

This integrated approach provides accurate, actionable CAC insights with automated executive dashboards showing CAC trends alongside revenue growth. Get started with Coefficient to build your comprehensive CAC tracking system.

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