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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.”
Managing email distribution lists and sending updated QuickBooks reports to multiple stakeholders creates administrative overhead and version control problems. Automated distribution through shared, live-updating dashboards eliminates this manual work while ensuring everyone sees consistent, current data.
Here’s how to replace email distribution workflows with self-service access systems that automatically keep all stakeholders updated with the latest QuickBooks information.
Automate distribution using Coefficient
Coefficient automates QuickBooks report distribution by creating shared, auto-refreshing spreadsheets that multiple stakeholders can access simultaneously. Rather than maintaining email lists and sending updated reports, you set up live data connections and share access with your entire stakeholder group through QuickBooks -connected dashboards.
How to make it work
Step 1. Import relevant financial data for each stakeholder group.
Use standard QuickBooks reports or custom Objects & Fields selections to pull the specific data each group needs. Executives might need high-level Profit & Loss summaries while department managers require detailed Transaction Lists or A/R Aging reports.
Step 2. Create tailored dashboards for different audiences.
Set up multiple spreadsheets with different data imports and layouts appropriate for each stakeholder group’s needs. Finance teams might need comprehensive data while executives prefer summary views with key performance indicators.
Step 3. Configure automated refresh schedules.
Set refresh timing based on each group’s requirements. Critical operational metrics might need hourly updates while strategic reports can refresh daily or weekly. The system automatically pulls updated QuickBooks data based on your configured schedules.
Step 4. Share dashboards with appropriate permissions.
Distribute spreadsheet links to each stakeholder group with permissions tailored to their needs. Some groups might need view-only access while others require the ability to apply filters or perform their own analysis on the live data.
Step 5. Eliminate version control and distribution management.
All stakeholders see consistent, up-to-date information without manual intervention. When QuickBooks data changes, shared spreadsheets automatically refresh, instantly updating the view for all stakeholders without any distribution work on your part.
Scale your financial reporting efficiently
Automated QuickBooks distribution eliminates email management overhead while ensuring all stakeholders work with the same current financial data from your accounting system. Set up your automated distribution system today.
