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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.”
Manual copying of multiple QuickBooks Online reports into Excel is time-consuming and error-prone. You spend hours each week exporting, downloading, and pasting data that’s outdated the moment you finish.
Here’s how to completely automate this process with direct QuickBooks integration and scheduled imports that run themselves.
Automate QuickBooks report consolidation using Coefficient
Coefficient completely automates this process through direct QuickBooks integration and scheduled imports. You set it up once, and your Excel reports update themselves with current data on whatever schedule you choose.
How to make it work
Step 1. Connect QuickBooks Online to Excel.
Install the Coefficient add-in and authenticate your QuickBooks account (requires admin permissions). This creates a live connection between QuickBooks and Excel that maintains data security while enabling automated imports.
Step 2. Import multiple reports simultaneously.
Click “Import from QuickBooks” in the Coefficient sidebar and select each report you need – Balance Sheet, P&L, AR Aging, or any of the 22+ standard QuickBooks reports. Each report imports to a separate sheet or range within your workbook automatically.
Step 3. Configure automated refresh schedules.
Set individual refresh schedules for each import with hourly, daily, or weekly options. Choose specific times like 8 AM daily for morning reports. Different reports can have different schedules based on your needs – financial statements daily, aging reports weekly.
Step 4. Create consolidated summary sheets.
Build master dashboards pulling data from all imported reports using VLOOKUP, INDEX/MATCH, or SUMIFS to consolidate data. Your formulas automatically update when imports refresh, and you can add charts and pivot tables that update themselves.
Step 5. Maintain data integrity automatically.
Coefficient preserves formatting and data types with each refresh, and historical data remains intact. No more copy-paste errors, missed updates, or broken formulas from manual processes.
Turn hours of manual work into automated background processes
The entire process runs automatically once configured. What previously took hours of manual work each week now happens in the background, with your Excel reports always showing current QuickBooks data. Start automating your QuickBooks reporting today.
