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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.”
You can create fully automated QuickBooks reporting workflows that combine live data sync with email distribution to stakeholders. This creates a complete “set it and forget it” system that eliminates manual report preparation and delivery.
Here’s how to build automated financial reports that always contain current data and deliver themselves to your team on schedule.
Build automated QuickBooks reporting workflows using Coefficient
Coefficient handles the QuickBooks data automation while Google Sheets manages the email distribution. This combination creates reliable stakeholder reporting that runs without manual intervention.
How to make it work
Step 1. Set up automated QuickBooks data collection.
Connect QuickBooks via Coefficient and import relevant financial data like Cash Flow, P&L, or Revenue reports. Configure daily or weekly scheduled imports with date range filters to ensure reports always contain current information.
Step 2. Build dynamic report templates in Google Sheets.
Create formatted report templates using your imported QuickBooks data. Add calculated fields for metrics like burn rate, revenue growth, or cash runway. Include charts and visualizations that automatically update when data refreshes.
Step 3. Configure automated email distribution.
Use Google Sheets’ built-in email snapshot functionality or Google Apps Script to schedule automated emails. Set up overnight or off-hours delivery so reports arrive in stakeholder inboxes before business hours begin.
Step 4. Schedule coordinated overnight updates.
Time your QuickBooks data refresh to occur before email distribution. This ensures all reports contain the same current data snapshot when they reach stakeholders, maintaining consistency across your financial reporting.
Eliminate manual reporting bottlenecks
Automated QuickBooks reporting removes the operational risk that comes with manual processes. Your stakeholders get consistent, timely financial data without depending on someone remembering to prepare and send reports. Build your automated QuickBooks reporting workflow today.
