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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.”
The gap between QuickBooks’ rigid export formats and board report requirements creates a significant data transformation challenge. Static exports require manual reformatting every time, while board templates need consistent structure and professional presentation.
Here’s how to create a dynamic connection that automatically translates QuickBooks data structure into your board’s specific template requirements.
Create live data translation between systems using Coefficient
Coefficient serves as a dynamic bridge that automatically translates QuickBooks data structure into your board’s presentation requirements. This eliminates the static export-reformat cycle by maintaining live connections that adapt to changes in either system.
How to make it work
Step 1. Map QuickBooks data structure to board template requirements.
Analyze your current QuickBooks export structure and identify how each field should appear in your board templates. Configure flexible field mapping that transforms technical field names into executive-appropriate headers and combines multiple QuickBooks fields into single board metrics when needed.
Step 2. Configure dynamic field mapping and data translation.
Set up Coefficient connections with appropriate field mapping that automatically handles translation between QuickBooks technical data structure and board presentation requirements. Include date format adjustments, currency formatting, and number presentation standards that apply consistently.
Step 3. Establish bidirectional bridge capabilities.
Create connections that not only import data but can also push updates back to QuickBooks when board decisions require data changes. This creates a true dynamic bridge that maintains data consistency between your board templates and QuickBooks records.
Step 4. Set up automated refresh cycles aligned with board schedules.
Configure automatic updates that maintain live data connections so your board templates always reflect current QuickBooks information. Schedule refresh cycles aligned with board meeting timing to ensure presentations contain the most recent financial data available.
Eliminate manual export-reformat workflows permanently
A dynamic bridge transforms traditional export-reformat workflows into automated, error-free processes that deliver board-ready reports directly from your QuickBooks data. Build your bridge and automate your board reporting workflow.
