)
Written by
Table of Contents
“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 lacks automated external reporting for board-level presentations. You’re manually pulling multiple reports every quarter, reformatting data, and hoping everything’s ready before board meetings.
Here’s how to set up recurring imports that automatically populate comprehensive board reports with current QuickBooks data.
Automate board reporting with recurring imports using Coefficient
Coefficient’s recurring import functionality handles the complexity of quarterly board reporting. Unlike QuickBooks’ manual processes, you can automate multiple report imports and maintain professional board presentation formatting.
How to make it work
Step 1. Configure multi-report import for comprehensive board coverage.
Set up recurring imports for all essential board report components: P&L statements for performance analysis, Balance Sheet for financial position, Cash Flow for liquidity assessment, and A/R and A/P Aging for working capital analysis. All reports import automatically on your schedule.
Step 2. Implement quarterly scheduling strategy.
Configure automated schedules that match board reporting cycles. Use weekly refreshes during normal operations to keep data current, then switch to daily refreshes during quarter-end close periods. Keep manual refresh capabilities available for last-minute board meeting preparations.
Step 3. Apply board-specific data filtering.
Use Coefficient’s filtering capabilities to focus on board-relevant metrics. Apply date range filters for quarterly comparisons, department or class filters for segment reporting, and custom field filters for KPI tracking that matters to board members.
Step 4. Maintain professional board presentation formatting.
Populate your existing board report templates while preserving executive summary dashboards, trend analysis charts, variance analysis tables, and key performance indicators. Your professional formatting stays intact while data updates automatically.
Step 5. Enable error handling and reliability monitoring.
Built-in monitoring ensures data accuracy for critical board communications. Connection status monitoring, data validation checks, and automated error notifications prevent issues from affecting board presentations.
Step 6. Support multi-entity consolidation when needed.
For complex organizational structures, consolidate data from multiple QuickBooks entities into unified board reports. This provides comprehensive financial oversight across all business units.
Streamlined board reporting workflow
Automated recurring imports transform time-intensive quarterly board preparation into a streamlined process. Board members receive accurate, timely financial information without manual data manipulation, and you can focus on analysis and insights. Automate your board reporting today.
