)
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.”
You can auto-update Excel financial models with QuickBooks data on weekends using scheduled refresh systems that run without sacrificing your personal time.
Here’s how to set up weekend automation that keeps your financial models current for Monday morning meetings.
Configure weekend QuickBooks data updates using Coefficient
Coefficient provides weekend scheduling that QuickBooks can’t handle natively. You can configure Saturday or Sunday refreshes that populate your financial models with current data while maintaining formula integrity.
How to make it work
Step 1. Set up weekend scheduling for your financial model data.
Configure daily or weekly refreshes to run Saturday or Sunday at your preferred time. For example, set Sunday 6 AM updates for Monday 8 AM CFO meetings.
Step 2. Import critical QuickBooks data for your financial models.
Pull Balance Sheet data for cash flow projections, P&L statements for variance analysis, transaction lists for detailed modeling, and A/R and A/P aging for working capital models.
Step 3. Configure automated data flow with live connections.
Coefficient maintains live connections to QuickBooks, so your financial models automatically populate with the most current weekend data without breaking existing formulas.
Step 4. Test the weekend automation and verify model integrity.
Run a test refresh to ensure your financial models update correctly without breaking Excel formulas, pivot tables, or interconnected worksheets.
Arrive Monday with current financial models
Weekend automation transforms financial preparation from a manual weekend task into a seamless background process that preserves work-life balance. Start using Coefficient to automate your weekend financial model updates.
