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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.”
QuickBooks native check tracking requires manual report generation and lacks real-time visibility into payment status. You’re stuck running reports every time you need to see current check payment information by vendor.
Here’s how to set up real-time QuickBooks payment tracking that automatically updates your spreadsheet as check payments are recorded.
Enable real-time vendor payment tracking using Coefficient
Coefficient enables real-time QuickBooks payment tracking by vendor through automated data synchronization. Your spreadsheet updates as check payments are recorded, providing immediate visibility into payment status without manual report generation.
How to make it work
Step 1. Import check payment data from QuickBooks.
Use Coefficient’s Bill Payment object import to capture all check payment information including vendor names, check numbers, payment amounts, and payment dates directly from QuickBooks. This creates a complete payment tracking dataset in your spreadsheet.
Step 2. Configure hourly automated updates for near real-time tracking.
Set up Coefficient’s hourly refresh scheduling to provide near real-time updates when new check payments are entered in QuickBooks. Your spreadsheet reflects current payment activity without manual intervention.
Step 3. Apply vendor-specific payment filtering.
Use Coefficient’s filtering capabilities to create vendor-specific payment views or track payments by amount ranges, payment methods, or date periods using AND/OR logic combinations. These filters automatically update with each data refresh.
Step 4. Build dynamic payment status dashboard.
Create payment tracking views with recently processed checks highlighted automatically, running payment totals by vendor that update with each refresh, payment frequency analysis, and vendor payment pattern identification. Use conditional formatting to highlight large payments or unusual patterns.
Step 5. Set up multi-period analysis and alert systems.
Combine current payment data with historical information to track vendor payment trends and seasonal patterns. Create conditional formatting or notification systems that highlight large payments, overdue bills, or unusual payment patterns as they appear in the live QuickBooks data.
Monitor vendor payments automatically
This automated QuickBooks payment tracking provides immediate visibility into vendor payments and enables proactive cash flow management and vendor relationship oversight. Get started with Coefficient to set up real-time check payment tracking today.
