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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.”
Automatic refresh schedules eliminate the manual work of generating and exporting QuickBooks reports every time you need updated financial data. You can set up hourly, daily, or weekly data updates that keep your spreadsheets current without any manual intervention.
Here’s how to configure flexible scheduling options that match your reporting needs and ensure your dashboards always show current financial information.
Configure automated QuickBooks sync schedules using Coefficient
Coefficient provides comprehensive automatic QuickBooks data refresh scheduling that addresses the core limitation of manual report generation. The system offers flexible timing options to keep your Google Sheets dashboards current.
How to make it work
Step 1. Import your QuickBooks data and access refresh settings.
After importing QuickBooks data using Coefficient, access the refresh settings in the sidebar. This is where you’ll configure all automatic update schedules for your financial data.
Step 2. Choose your refresh frequency.
Select from three scheduling options: hourly for real-time financial monitoring and active cash flow tracking, daily for standard management reporting and dashboard updates, or weekly for periodic analysis and less time-sensitive reporting.
Step 3. Configure timing and timezone settings.
Choose the specific time for refresh execution and configure timezone settings based on your location. The system automatically handles timezone adjustments to ensure consistent refresh timing regardless of where team members are located.
Step 4. Set up multiple schedule management.
Configure different refresh frequencies for different QuickBooks data imports within the same sheet. For example, set cash flow data to refresh hourly while expense reports update daily, optimizing performance based on data criticality.
Step 5. Add manual refresh options for immediate updates.
Include on-demand refresh capabilities through on-sheet buttons or the sidebar interface. This gives you immediate data updates when needed between scheduled refreshes, such as before important meetings or presentations.
Keep your financial data current automatically
Automated refresh schedules transform static spreadsheets into self-updating financial dashboards that maintain current data without user intervention. Start setting up your automatic QuickBooks data refresh today.
