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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.”
Monthly data merging between QuickBooks revenue and Gusto payroll doesn’t have to be a manual nightmare of CSV exports, VLOOKUP formulas, and hoping you didn’t miss any employee records.
Here’s how to set up complete automation that handles the entire merge process in Google Sheets, so your monthly reports generate themselves.
Eliminate manual monthly merging with automated data flows
Coefficient connects directly to both QuickBooks and Gusto APIs, streaming data automatically into your Google Sheets without any manual exports or file management. You set it up once, and every month your revenue and payroll data appears exactly where you need it.
How to make it work
Step 1. Set up your QuickBooks revenue import.
Import your Profit & Loss data or create custom field selections from Invoice and sales receipt objects. Configure the import to refresh monthly (or more frequently) using Coefficient’s automated scheduling feature, timed to run after your month-end close process.
Step 2. Configure Gusto payroll integration.
Connect your Gusto account to automatically pull payroll costs, employee compensation, and headcount data. Set the refresh schedule to match your QuickBooks import timing, ensuring both datasets update simultaneously each month.
Step 3. Build your merge logic.
Create VLOOKUP or INDEX/MATCH formulas to correlate employee data across both systems. Since Coefficient maintains consistent field mapping month over month, your formulas won’t break when new data arrives. Add calculated columns for metrics like revenue per employee and payroll as a percentage of revenue.
Step 4. Set up automated notifications.
Use Google Sheets’ built-in notification features to alert you when monthly data refreshes complete. Add conditional formatting to highlight significant month-over-month changes that need executive attention.
Transform monthly reporting from manual task to automated system
This automated approach eliminates hours of manual work while providing more reliable, consistent monthly reports that executives can count on. Set up your automated QuickBooks and Gusto merge today.
