)
Written by
Table of Contents
“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.”
Coefficient provides the most effective solution for connecting QuickBooks data to Google Sheets for live Slides visualization, creating a seamless data pipeline that maintains real-time accuracy.
This connection setup transforms static presentations into dynamic financial dashboards powered by current QuickBooks information.
Establish live data connections using Coefficient
Coefficient creates a direct bridge between QuickBooks and Google Sheets, then enables live chart connections to Google Slides. This eliminates manual data export and import while ensuring your presentations always display current financial information.
How to make it work
Step 1. Establish QuickBooks integration.
Install Coefficient in Google Sheets and connect to your QuickBooks Online account. Ensure you have admin or master admin permissions for full data access. Note that only one admin connection is allowed due to API limitations, but you can share connection access with team members.
Step 2. Configure live data imports.
Use Coefficient’s three import methods based on your visualization needs. Choose “From QuickBooks Report” to import standard reports like P&L and Balance Sheet, “From Objects & Fields” to build custom data sets with specific field selections, or “From Custom Query” to write SQL queries for advanced data manipulation.
Step 3. Optimize data for visualization.
Apply Coefficient’s filtering capabilities using AND/OR logic to focus on relevant data subsets. Use dynamic date-logic filters for time-based visualizations like current month or YTD data. Leverage automatic data sorting features for consistent chart organization.
Step 4. Create dynamic visualizations.
Build charts and graphs in Google Sheets using the live QuickBooks data. Design visualizations that automatically adjust when underlying data updates and include multiple data series for comprehensive financial analysis.
Step 5. Link to Google Slides.
Insert Google Sheets charts into Slides presentations with “Link to spreadsheet” enabled. Configure automatic update prompts to refresh visualizations when data changes and create professional dashboard layouts that showcase live financial metrics.
Eliminate manual data handling forever
This live data visualization setup handles large datasets with Coefficient’s 400,000 cell capacity while eliminating transcription errors from manual data copying. Start building your live financial visualization system today.
