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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 multiple QuickBooks company files means hours of manual exports, copy-paste work, and version control headaches every month. There’s a better way to get all your company data into one consolidated view.
Here’s how to set up automatic consolidation that pulls live data from multiple QuickBooks files directly into Google Sheets without any manual work.
Connect multiple QuickBooks files to one Google Sheet using Coefficient
Coefficient connects directly to multiple QuickBooks company files through API integration. This eliminates manual exports and creates live data connections that update automatically on your schedule.
The multi-company support lets you import identical reports from each entity while maintaining separate data streams. You can pull Balance Sheets, P&L statements, Cash Flow reports, and any of the 22+ standard QuickBooks reports from all your companies simultaneously.
How to make it work
Step 1. Connect each QuickBooks company file to Coefficient.
You’ll need admin permissions for each company file. Set up individual connections through Coefficient’s sidebar – each company gets its own connection that can be shared with team members without exposing credentials.
Step 2. Import identical reports from all companies.
Use the “From QuickBooks Report” method to pull the same report type (like P&L) from each company into separate sheets. Apply consistent date ranges and filters across all imports to ensure data alignment.
Step 3. Set up automated refresh schedules.
Configure hourly, daily, or weekly refresh schedules for each company connection. The timing is based on your timezone and runs automatically without manual intervention.
Step 4. Create consolidation formulas.
Build summary sheets that reference the imported data ranges from each company. Use Google Sheets functions like SUMIF or QUERY to combine matching accounts across all entities automatically.
Step 5. Build your consolidated dashboard.
Create pivot tables and charts that pull from your consolidated data. These update automatically as fresh data comes in from each company file.
Get real-time visibility across all your entities
This automated approach transforms monthly consolidation from a manual, error-prone process into a set-and-forget system. Your consolidated reports stay current without the usual month-end scramble. Start consolidating your QuickBooks data automatically today.
