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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 shows cash collection data but can’t automatically update external spreadsheets, requiring manual exports that quickly become outdated for cash flow monitoring.
Here’s how to set up automated refresh capabilities that keep your cash collection data current without any manual work.
Automate cash collection reporting with live QuickBooks connections using Coefficient
Coefficient solves QuickBooks’ static data limitation by providing automated refresh capabilities for cash collected reporting. Your spreadsheets stay current with QuickBooks payment data through scheduled updates .
How to make it work
Step 1. Connect payment and cash flow data.
Import Payment, Invoice, and Cash Flow report data using Coefficient’s live connection. This captures both invoiced amounts and actual cash collected, which QuickBooks reports separately without easy correlation.
Step 2. Configure automated refresh scheduling.
Set up hourly, daily, or weekly automatic refresh schedules based on your cash flow monitoring needs. This eliminates the manual process of downloading and importing QuickBooks payment reports every time you need current data.
Step 3. Apply cash collection filters.
Use Coefficient’s advanced filtering with date-logic filters to focus on specific collection periods or customer segments. QuickBooks A/R Aging reports provide static snapshots but can’t dynamically filter for ongoing analysis.
Step 4. Build collection performance metrics.
Create formulas that calculate collection rates, aging analysis, and cash flow trends from your automatically refreshed data. These calculations update automatically as new payments are recorded in QuickBooks.
Step 5. Monitor real-time cash performance.
Your cash collected dashboard reflects current QuickBooks data without manual intervention, providing up-to-date visibility into cash flow performance and collection issues.
Transform cash monitoring from periodic task to real-time tool
Cash collection monitoring should provide current visibility into your business performance, not outdated snapshots from manual exports. Set up your automated cash collection tracking today.
