QuickBooks

Section header image mobile

Coefficient's QuickBooks connector empowers users in the area of financial management, streamlining various accounting processes and enhancing the efficiency of financial data analysis. When integrated with Coefficient, QuickBooks serves as an effective tool, ensuring that financial management and data analysis become more seamless and effective.

Connecting to QuickBooks

Import from QuickBooks

Import from QuickBooks Report

Import from Objects & Fields

Import from Custom Query

Schedule your Import, Snapshots, and Add Automations

FAQs for QuickBooks Integration

Connecting to QuickBooks

When you begin a QuickBooks import for the first time, you will need to go through a few steps to connect to QuickBooks as a data source with Coefficient. 💚

ℹ️  NOTE: Your account must have Admin access to QuickBooks in order to connect to Coefficient as a Data Source. Additionally, due to some limitations of QuickBooks API, only 1 admin can be connected through Coefficient at a time however, the connection can be shared with your team to allow collaboration on analysis and workflows. 

1. Open the Coefficient Sidebar and click Menu.

MenuIconUpdated.png

2. Select “Connected Sources”.

ConnectedSources.png

3. Select “Add Connection at the bottom and then “Connect” to QuickBooks.

Screenshot 2023-05-09 at 8.27.53 PM.png

4. “Authorize” Coefficient to connect to your QuickBooks account.

Untitled (7).png

5. Enter your QuickBooks credentials then Sign In. You may be directed to a screen prompting you to select your company/firm and client.Screenshot 2023-10-23 at 8.22.28 PM.png

6. You will then be presented with the option to share this connection with other members of your team who also use Coefficient. Your credentials will NOT be shared with your team.

Screenshot 2023-10-26 at 8.46.28 PM.png

Import from QuickBooks

Import from QuickBooks Report

Importing from a Report allows you to create imports without having to write a query, you can simply select from the listed reports available in the sidebar. (Coefficient supports over 22 standard QuickBooks reports).

1. Open the Coefficient Sidebar and click on the “Import from…” button.

ImportFrom (1).png

2. Select “QuickBooks” from the list.

Screenshot 2023-10-24 at 6.41.25 PM.png

3. Select "From QuickBooks Report".

Screenshot 2023-10-24 at 6.42.22 PM.png

4. Select the QuickBooks report you would like to import from your account (eg. Profit and Loss)

Screenshot 2023-10-26 at 7.55.24 PM.png

5. Customize your import by choosing options for the “Display Columns By”, "Report Period", Accounting Method" and the fields you need for this import.

 

ℹ️ NOTE:  Depending on the QuickBooks report you have selected, there may be additional filter options for you.

Screenshot 2023-10-26 at 7.57.55 PM.png

ℹ️  NOTE:  Whenever you make changes to your import settings, you need to click "Refresh Preview" to update the sample data shown in the preview window. The data will automatically be sorted depending on the columns displayed. (Example: "Customers" will display alphabetically).Screenshot 2023-10-24 at 7.39.10 PM.png

6. Congratulations on your first QuickBooks import in Coefficient! 🎉 Screenshot 2023-10-24 at 7.46.39 PM.png

Import from Objects & Fields

This import type allows you to create ad-hoc reports for additional flexibility in your analysis.

1. From the Coefficient Sidebar select “Import from…”.

ImportFrom (1).png

2. Select “QuickBooks” from the list.

Screenshot 2023-10-24 at 6.41.25 PM.png

3. Choose "From Objects & Fields".

Screenshot 2023-10-24 at 7.48.42 PM.png

4. Select the QuickBooks Object (Example: Invoice) from the Import Preview window then click “Next”. Screenshot 2023-10-24 at 7.59.19 PM.png

5. Select the desired fields for your import. There may be fields selected (by default) - you can add/remove them as needed. The Import Preview window will update based on the fields selected/unselected. Screenshot 2023-10-24 at 8.04.02 PM.png

6. Customize your import by adding filters, sorts, or limits. (We added a date-logic filter to our import to keep it focused and light-weight) Screenshot 2023-10-24 at 8.14.09 PM.png

7. Congratulations on your first QuickBooks import from Objects & Fields! 😎 Screenshot 2023-10-24 at 8.16.05 PM.png

Import from Custom Query

This option allows you to write your own QuickBooks Custom Query and have more flexibility to manipulate your data.

ℹ️ See QuickBooks Custom Query to learn more!

1. From the Coefficient Sidebar select “Import from…”.

ImportFrom (1).png

2. Select “QuickBooks” from the list.

Screenshot 2023-10-24 at 6.41.25 PM.png

3. Choose"Custom Query".

Screenshot 2023-10-24 at 8.17.47 PM.png

4. The Import Preview window opens allowing you to enter your custom SQL query in the blue text box shown below.

Screenshot 2023-12-22 at 7.55.13 PM.png
ℹ️  NOTE: You will need to "Refresh Preview" to see any query updates to your import in the preview window.  

Screenshot 2023-12-22 at 7.57.00 PM.png

5. Give your import a unique name (eg. Invoices above 2k), then "Import".

Screenshot 2023-12-22 at 7.59.25 PM.png

6. Congratulations on creating your QuickBooks import using a Raw Query. 🤯 Screenshot 2023-10-24 at 8.26.52 PM.png

Schedule your Import, Snapshots, and Add Automations

Once you have pulled your data into Sheets using Coefficient, you can set up the following:

1. Schedule your ImportScheduled_Refreshes.png

2. Turn on SnapshotsSnapshot.png

 

3. Set Up Automations

AutomationswithGPT.png

FAQs for QuickBooks

My Company uses QuickBooks (Desktop), can I use Coefficient with this version?

Due to limitations with the Quickbooks API, Coefficient currently supports Quickbooks (Online) ONLY at this time.

What permissions do I need to connect to QuickBooks?

A connection to QuickBooks requires Admin/Master Admin permissions. Please check with your QuickBooks Admin if you are getting an error similar to the screenshot below:

Screen Shot 2022-08-16 at 7.39.05 PM.png

How can I use QuickBooks with Coefficient if I am not the Admin/Master Admin?

  1. You can reach out to your QuickBooks Admin and request elevated permissions (see above)
  2. The QuickBooks Admin can set up a connection between Coefficient and QuickBooks using their credentials and then share the connection with you and other members of your team.

Can I connect to multiple clients within a QuickBooks account?

Yes, you can now connect to multiple companies with our QuickBooks integration, as long as you have Admin/Master Admin permissions assigned to your account.

Do you support Custom Reports?

Custom Reports are not currently supported by Coefficient.

I am trying to sort the data from a standard report (Example: “Profit and Loss”). How do I use sort?

Due to limitations with the QuickBooks API, not all reports can be sorted. Some reports (like the “Profit and Loss”) support only 1 sort.

This error is coming up on my QuickBooks import (from a report, with “All Dates” selected). What do I do?

QuickbooksWarning (1).png

Due to limitations with the QuickBooks Report API, whenever you exceed the maximum range of cells limit of 400,000 (4 Lakh) for the API response, you will get this message (see additional information here).

As a workaround, you can either create multiple imports with incremental date ranges instead of selecting the “All Dates” range OR re-create an import using Objects & Fields (you may need to make some adjustments with this - to get the data close to the report).

Was this article helpful? 0 out of 1 found this helpful