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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 Online custom reports rely on cached data and periodic synchronization, preventing true real-time updates. This delay can range from minutes to hours, creating discrepancies between actual transactions and reported data – a critical limitation for businesses requiring immediate visibility.
Here’s how to get near real-time data access for critical business monitoring and decision-making.
Get near real-time QuickBooks data using Coefficient
Coefficient addresses this limitation with flexible refresh options that provide near real-time data access. You can set up manual refresh buttons for instant updates, automated scheduling with hourly refresh options, and timezone-based scheduling aligned with business operations.
How to make it work
Step 1. Set up hourly automated refreshes for critical reports.
Configure your most important QuickBooks reports to refresh every hour. This ensures cash flow monitoring, inventory levels, and sales tracking reflect the latest transactions throughout the business day.
Step 2. Add manual refresh buttons for immediate updates.
Use Coefficient’s on-sheet refresh button when you need instant data updates. This is particularly valuable before important meetings or when making time-sensitive business decisions.
Step 3. Create alerts based on threshold changes in refreshed data.
Set up conditional formatting or formula-based alerts that trigger when key metrics change beyond certain thresholds. This helps you spot critical changes as soon as data refreshes.
Step 4. Build dashboards that reflect current business state.
Create comprehensive dashboards that combine multiple QuickBooks data sources with frequent refresh schedules. This gives you a real-time view of business performance across all key metrics.
Step 5. Configure timezone-based scheduling for global operations.
Set refresh schedules based on your business timezone and operating hours. This ensures data updates align with when your team needs the most current information.
Monitor your business with current data
Near real-time data access ensures your reports reflect the latest transactions without the delays inherent in QuickBooks’ native reporting. Start building reports that keep pace with your business operations.
