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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 doesn’t offer automated external reporting features, which means you’re stuck manually exporting financial data every month for KPI tracking. This creates bottlenecks in your reporting workflow and increases the risk of missing critical investor deadlines.
Here’s how to set up automated monthly exports that keep your financial KPIs current without any manual intervention.
Connect QuickBooks directly to Google Sheets with scheduled refresh using Coefficient
Coefficient provides a comprehensive solution for automated QuickBooks KPI tracking by connecting your accounting data directly to Google Sheets with scheduled refresh capabilities. Unlike QuickBooks’ native functionality, you can set up monthly automated data exports that run without any manual work on your part.
How to make it work
Step 1. Connect QuickBooks to Google Sheets using Coefficient’s QuickBooks connector.
Import financial data from standard reports like Profit & Loss, Balance Sheet, and Cash Flow statements directly into Google Sheets. You can access all 22+ standard QuickBooks reports through Coefficient’s “From QuickBooks Report” feature, which bypasses the manual export process entirely.
Step 2. Set up monthly scheduling for automated data refresh.
Configure Coefficient’s automated scheduling feature to refresh your QuickBooks data monthly. Choose specific dates (like the 1st of each month) and times for data updates, ensuring your investor reporting stays current. The timezone-based scheduling aligns with your reporting deadlines automatically.
Step 3. Build KPI calculations in Google Sheets.
Create formulas to calculate key metrics like revenue growth, burn rate, and cash runway using the automatically imported QuickBooks data. Since the underlying data refreshes monthly, your KPIs update automatically without any additional work.
Step 4. Configure multiple data sources for comprehensive tracking.
Import from various QuickBooks reports simultaneously. Pull P&L data for revenue metrics, Balance Sheet for cash position, and Transaction Lists for detailed burn rate calculations. All imports can be scheduled to refresh on the same monthly cycle for synchronized updates.
Start automating your financial KPI tracking today
This automated approach eliminates the manual export process entirely and ensures your monthly investor updates are always ready on schedule. Get started with Coefficient to transform your time-consuming manual processes into reliable, scheduled workflows.
