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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.”
Non-accounting users need current QuickBooks data for their work, but constantly requesting updated reports from the finance team creates delays and administrative burden for everyone involved.
Here’s how to set up automatic report refresh that keeps non-accounting users supplied with current data without manual intervention or accounting system access.
Configure automatic refresh using Coefficient
Coefficient provides robust automatic refresh capabilities designed to serve non-accounting users with current QuickBooks data. Finance maintains the connection while other teams get automatically updated reports without manual requests.
How to make it work
Step 1. Set up user-specific refresh schedules.
Configure different refresh frequencies based on each team’s data needs – hourly for sales pipeline data, daily for operations planning, weekly for executive summaries. Use timezone-based scheduling to ensure reports refresh before business hours or team meetings.
Step 2. Create filtered imports for each user group.
Build custom imports tailored to each team’s specific needs using the “From Objects & Fields” method. Sales teams get Customer and A/R data, operations get Purchase Order and Vendor data, executives get high-level financial summaries and KPIs.
Step 3. Add manual refresh capabilities for urgent needs.
Include manual refresh buttons directly in Google Sheets for on-demand updates during critical business moments, customer calls, or urgent decision-making. This gives users control while maintaining the automated baseline.
Step 4. Share automatically updating dashboards.
Create Google Sheets dashboards with the automatically refreshing QuickBooks data and share with non-accounting users using view-only permissions. They get consistent, reliable access to current data without dependency on finance team availability.
Eliminate manual report update requests
This automated refresh system transforms how non-accounting users access QuickBooks data, moving from reactive manual distribution to proactive automated delivery that supports faster decision-making. Set up automatic refresh for your teams today.
