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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.”
You can schedule multiple QuickBooks reports to import into different Google Sheets tabs simultaneously, each with its own refresh schedule or synchronized timing using Coefficient .
This approach lets you create comprehensive financial dashboards with coordinated data refreshes across multiple tabs without manual intervention.
Set up coordinated QuickBooks report imports using Coefficient
Coefficient excels at managing multiple QuickBooks report imports across different tabs. You can configure various reports like Balance Sheet, P&L, A/R Aging, and Cash Flow statements to refresh at the same time or stagger them based on your workflow needs.
How to make it work
Step 1. Import reports into separate tabs.
Create different tabs in your Google Sheet for each report. Use Coefficient’s “From QuickBooks Report” method to import your Balance Sheet in Tab 1, P&L Statement in Tab 2, A/R Aging Summary in Tab 3, and Cash Flow Statement in Tab 4.
Step 2. Configure individual refresh schedules.
Each import maintains its own configuration and refresh schedule. Click the refresh button dropdown for each import and set them all to refresh at the same time (like daily at 6 AM) or stagger them based on priority.
Step 3. Apply filters to manage large datasets.
Use Coefficient’s filtering capabilities to stay within the 400,000 cell limit per import. Apply date ranges or other filters to manage large datasets effectively across multiple tabs while maintaining performance.
Build your automated financial dashboard
Multiple synchronized QuickBooks reports give you a complete financial picture that updates automatically. Get started with Coefficient to create your multi-tab financial dashboard today.
