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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.”
Automating formula preservation when syncing accounting data requires a platform-agnostic solution that maintains reference integrity across Excel, Google Sheets, and automated refresh cycles without manual intervention.
Traditional sync tools break formulas and require manual repairs after each refresh, making automation impossible and creating ongoing maintenance overhead.
Achieve comprehensive automation for formula preservation using Coefficient
Coefficient provides complete automation for formula preservation through scheduled non-destructive refreshes and cross-platform consistency. Your QuickBooks accounting data syncs seamlessly across Excel and Google Sheets while maintaining formula integrity through all refresh cycles.
How to make it work
Step 1. Import QuickBooks accounting data using Coefficient’s Objects & Fields or standard reports.
Connect to QuickBooks and import financial reports like Profit & Loss, Balance Sheet, and Cash Flow, or sync customer and invoice data. Choose from 22+ standard reports or create custom data selections.
Step 2. Create named ranges for key data sections.
Establish named ranges like “Accounts,” “Transactions,” “Customers,” and “Vendors” for your imported data sections. These provide stable reference points that work identically across both Excel and Google Sheets.
Step 3. Build analysis formulas using stable references.
Create your financial analysis using named ranges and cross-platform compatible functions. Build customer analysis with VLOOKUP formulas, vendor management calculations, and automated financial reporting that works on any platform.
Step 4. Configure automated refreshes with preserved formula integrity.
Set up hourly, daily, or weekly scheduled refreshes through Coefficient’s automation system. Your formulas continue working with updated data while maintaining reference stability across all platforms.
Step 5. Share files across platforms without compatibility issues.
Team members can access and work with the same files in Excel desktop, Excel online, or Google Sheets without formula modifications. All calculations remain functional regardless of platform choice.
Create fully automated accounting workflows
This creates a completely automated accounting data sync solution where your financial models continue calculating correctly with updated data, eliminating manual maintenance entirely. Get started with Coefficient to automate your accounting data workflows.
