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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.”
QuickBooks class reports become outdated immediately after generation, requiring constant manual refreshing to maintain accurate business unit profitability analysis. This manual refresh cycle creates bottlenecks that delay decision-making when you need current financial data.
Here’s how to set up automated refresh schedules that keep your business unit P&Ls current without any manual intervention.
Configure timezone-based automated refresh systems using Coefficient
Coefficient transforms static QuickBooks class reports into automatically updating business unit P&Ls through scheduled, timezone-based refresh capabilities. Instead of manual refresh cycles, you get reliable automation that keeps your financial data current.
How to make it work
Step 1. Import QuickBooks P&L reports with class filtering enabled through live connections.
Use the “From QuickBooks Report” method to pull Profit and Loss data with class-based filtering. This creates the foundation for business unit segmentation that will update automatically on your schedule.
Step 2. Choose refresh frequency based on your business transaction volume and reporting needs.
Configure hourly refreshes for high-transaction environments that need near real-time P&L visibility, daily refreshes for standard business cycles, or weekly refreshes for period-end management reporting. The system handles all timing automatically.
Step 3. Set timezone-based refresh timing to align with your business hours.
Configure refresh schedules based on your business timezone to ensure updates occur during optimal hours. Morning refreshes provide updated business unit performance for daily management reviews, while end-of-day refreshes prepare data for next-day analysis.
Step 4. Combine automated refresh with dynamic date filtering for current period focus.
Apply date-logic filters that automatically pull current period data without manual date adjustments. Your business unit P&Ls will always show relevant time frames that update automatically with each refresh cycle.
Step 5. Add manual refresh buttons for immediate updates between scheduled refreshes.
Include on-sheet refresh buttons for ad-hoc updates when you need current data outside your scheduled refresh times. This gives you control over data timing while maintaining automated schedules for routine updates.
Eliminate manual refresh cycles with automated scheduling
Automated refresh capabilities transform static QuickBooks class tracking into dynamic, self-updating business unit P&L systems that provide consistent, current financial visibility without ongoing manual effort. Set up your automated refresh system today.
