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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.”
Formula loss during export occurs because QuickBooks and most accounting software export only calculated results, not underlying formulas. This is by design to ensure data integrity but creates workflow challenges for financial analysis.
Here’s how to eliminate formula loss entirely while maintaining dynamic calculations essential for financial reporting.
Eliminate formula loss with live data connections using Coefficient
Coefficient provides a comprehensive solution by reimagining the export process. Instead of exporting, Coefficient establishes direct connections to QuickBooks data, imports raw financial information, and allows you to build formulas in your spreadsheet that persist during data updates.
How to make it work
Step 1. Connect Coefficient to QuickBooks with admin credentials.
Install Coefficient and establish a direct connection to your QuickBooks account. This bypasses the export limitations that cause formula loss in the first place.
Step 2. Import financial reports using Objects & Fields for maximum flexibility.
Choose “Import from Objects & Fields” to select specific data points you need. This gives you raw data that can support custom formula structures rather than pre-calculated values.
Step 3. Create your formula structure around the imported data.
Build formulas like =SUMIF(Account_Type,”Revenue”,Amount) for revenue totals or =B15/B5 for margin calculations. These formulas exist in your spreadsheet, not in the export, so they never get lost.
Step 4. Use scheduled refreshes to update values while preserving formulas.
Set up hourly, daily, or weekly refreshes through QuickBooks connections. Data updates automatically while your formulas remain intact and functional.
Build formula-driven reports that never lose calculations
This eliminates formula loss entirely since formulas exist in your spreadsheet with live data connections ensuring accuracy. Start building dynamic financial reports that maintain all formula relationships automatically.
