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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.”
Yes, you can create an auto-refreshing revenue dashboard that pulls data directly from QuickBooks into Google Sheets without any manual exports or coding required.
Here’s how to set up automated revenue tracking that updates on your schedule and keeps your team informed with real-time financial data.
Build automated revenue dashboards using Coefficient
Coefficient connects QuickBooks directly to Google Sheets with built-in automation features. Unlike QuickBooks’ native reporting that requires manual exports, Coefficient syncs your revenue data automatically and refreshes on schedules you control.
How to make it work
Step 1. Connect QuickBooks to Google Sheets.
Install Coefficient from the Google Workspace Marketplace and establish a secure connection to your QuickBooks account. You’ll need QuickBooks Admin permissions for the initial setup, but once connected, the integration handles all data sync automatically.
Step 2. Import your revenue data.
Choose from QuickBooks’ Profit and Loss report for summarized revenue data, or use the Transaction List report for detailed revenue transactions. You can also pull specific data from Invoice, Sales Receipt, and Customer objects with custom filtering to focus on exactly the revenue metrics you need.
Step 3. Set up automated refresh schedules.
Configure daily, weekly, or hourly refresh schedules through Coefficient’s scheduling feature. The refresh runs automatically based on your timezone without requiring manual intervention or QuickBooks login. Set morning refreshes so updated revenue data is ready when your team starts their day.
Step 4. Build your dashboard components.
Create revenue trend charts, KPI cards, and summary tables that automatically update with fresh QuickBooks data. Use filtering imports with dynamic date-logic to focus on current period performance and rolling revenue windows that adjust automatically.
Step 5. Share with your team.
Share the Google Sheets dashboard with operations teams who can view real-time revenue tracking without needing QuickBooks access or credentials. Everyone sees the same current data without version control issues.
Start tracking revenue automatically
Automated revenue dashboards eliminate the manual export cycle that typically delays financial reporting. Your team gets consistent, current revenue data for faster decision-making. Try Coefficient to build your automated QuickBooks revenue dashboard today.
