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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.”
You can configure Excel to automatically pull QuickBooks data at specific times using advanced scheduling systems that provide granular control over exactly when your data updates occur.
Here’s how to set up precise timing for automatic data pulls and align them with your specific business needs and meeting schedules.
Set up precise timing for automatic data pulls using Coefficient
Coefficient enables granular scheduling control that QuickBooks’ native timing controls can’t match. You can set exact times for data pulls and configure multiple concurrent schedules for different data sources.
How to make it work
Step 1. Configure granular scheduling control for specific times.
Set daily pulls at specific hours like 6 AM before market open, weekly pulls on designated days and times such as Sunday 8 PM for Monday meetings, or hourly updates during business hours for real-time monitoring.
Step 2. Set up timezone-based execution for consistent timing.
Coefficient’s scheduling anchors to the timezone of whoever configured the task, ensuring consistent execution regardless of location or travel. This eliminates timing confusion across different locations.
Step 3. Configure multiple concurrent schedules for different data needs.
Set transaction data to pull at end of business day, financial reports to update early morning before meetings, and customer data to refresh weekly for sales reviews. Each data source can have its optimal timing.
Step 4. Add custom filtering and manual override options.
Use dynamic date-logic filters to pull only relevant time-period data and include on-sheet refresh buttons for immediate updates when needed outside the scheduled times.
Transform Excel into a dynamic financial dashboard
Precise timing configuration transforms Excel from static reporting into automatically-updated dashboards that refresh with QuickBooks data exactly when you need it for time-sensitive operations. Configure your specific timing schedule with Coefficient.
