Can I automate month-end close by connecting QuickBooks to my Google Sheets forecast model

using Coefficient google-sheets Add-in (500k+ users)

Automate your month-end close process by connecting QuickBooks to Google Sheets forecast models, eliminating manual data transfer and accelerating timelines.

“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.”

5 star rating coeff g2 badge

Yes, you can significantly automate your month-end close by establishing live connections between QuickBooks and your Google Sheets forecast model. This eliminates the manual data transfer bottlenecks that slow down your close process and introduce errors.

Here’s how to set up automated month-end workflows that reduce close time from hours to minutes while improving accuracy.

Eliminate manual data entry with automated QuickBooks imports

Coefficient enables automatic actuals import, real-time variance analysis, and consistent data flow throughout your month-end close period. You can schedule daily refreshes during the month and automatically pull final figures once QuickBooks close is complete.

How to make it work

Step 1. Set up pre-close data imports.

Import current month QuickBooks P&L data using Coefficient’s “From QuickBooks Report” method. Configure daily refreshes throughout the month so your forecast model stays current with incremental changes.

Step 2. Configure close day automation.

Schedule refreshes to pull final month-end figures automatically once your QuickBooks close is complete. This eliminates the manual step of copying final actuals into your forecast model.

Step 3. Build automated variance reporting.

Create formulas that instantly generate forecast vs. actual variance reports using the live QuickBooks data. Your variance analysis updates automatically as soon as final numbers are available.

Step 4. Set up next month preparation.

Configure your rolling forecast model to automatically incorporate actual results into forward-looking projections. This prepares your model for the next forecasting cycle without manual intervention.

Step 5. Import additional QuickBooks data sources.

Pull Balance Sheet data for working capital analysis, Cash Flow reports for liquidity forecasting, and General Ledger details for account-level variance analysis. All of these can be automated through scheduled imports.

Accelerate your close with automated workflows

This setup typically reduces month-end forecast update time from hours to minutes while improving accuracy through elimination of manual data entry errors. Your dynamic financial model maintains formula integrity while providing real-time updates throughout the close process. Automate your month-end close with live QuickBooks integration.

500,000+ happy users
Get Started Now
Connect any system to Google Sheets in just seconds.
Get Started

Trusted By Over 50,000 Companies