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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 class reports display data in basic, non-executive-ready formats with poor visual hierarchy and limited customization options for professional presentation.
You can transform raw QuickBooks class data into polished, executive-ready department P&L statements with professional formatting and automated updates.
Transform class reports into professional P&Ls using Coefficient
Coefficient pulls QuickBooks class report data into Google Sheets where you have complete formatting control. This solves the presentation and usability issues with QuickBooks’ native class reporting while maintaining live data connections.
How to make it work
Step 1. Import and organize QuickBooks class data.
Use Coefficient’s import methods to pull QuickBooks class report data, automatically organizing the raw financial information into structured, workable formats in Google Sheets. Apply department-based filtering to separate consolidated class data into individual P&L sections.
Step 2. Apply professional formatting and structure.
Transform the basic QuickBooks data into executive-ready P&L statements with clear revenue and expense categorization, calculated subtotals and profit margins, professional spacing and visual hierarchy, and consistent number formatting and alignment.
Step 3. Create template-based transformation system.
Build standardized P&L templates in Sheets that automatically populate with filtered QuickBooks class data. This ensures consistent presentation across all departments while maintaining professional formatting standards.
Step 4. Set up automated refresh with formatting preservation.
Configure scheduled imports so your formatted department P&Ls automatically update with fresh QuickBooks data while maintaining professional formatting. This eliminates the need to reformat reports after each data update.
Step 5. Add custom calculations and KPIs.
Include department-specific metrics not available in standard QuickBooks class reports, such as profit per employee, revenue growth rates, expense ratios, and budget variance analysis with visual indicators.
Get executive-ready P&Ls from basic class data
This transformation process converts QuickBooks’ basic class reporting into sophisticated, presentation-ready department P&L statements that executives can use for strategic decision-making. Transform your class reports into professional P&Ls today.
