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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 completely eliminate manual QuickBooks report exports by creating direct data connections between QuickBooks and spreadsheets. The weekly manual export workflow wastes time and creates data accuracy risks that QuickBooks’ native functionality can’t address.
Here’s how to set up automated weekly reporting that eliminates manual export steps entirely.
Replace manual exports with automated QuickBooks connections using Coefficient
Coefficient eliminates the manual export cycle by creating direct connections between QuickBooks and Google Sheets. Instead of weekly report generation, CSV exports, and manual uploads, you get automated refreshes that maintain current data without user intervention. The system preserves your spreadsheet formatting and calculations while updating with fresh QuickBooks data.
How to make it work
Step 1. Connect QuickBooks to Google Sheets with one-time setup.
Install Coefficient and connect your QuickBooks account (requires Admin permissions). Import your desired reports directly into Google Sheets and configure weekly scheduled refreshes at your specified time and timezone.
Step 2. Configure automated weekly execution.
Set up weekly refreshes that automatically pull fresh data from QuickBooks without intermediate files. The system maintains consistent formatting and formulas in your spreadsheets while updating with current financial information during business hours.
Step 3. Access all QuickBooks reports automatically.
Import any of the 22+ standard QuickBooks reports including Balance Sheet, P&L, Cash Flow, and transaction-level data from objects like Invoices, Bills, and Payments. Apply custom field selection for focused reporting needs without manual filtering.
Step 4. Eliminate version control and formatting issues.
Automated refreshes prevent confusion about which export version is current and preserve your Google Sheets calculations. The direct connection reduces human error from copy-paste operations while maintaining data accuracy.
Reclaim your time with automated reporting
Eliminating manual QuickBooks exports recovers hours per week while ensuring your spreadsheets always contain current financial data. Transform your weekly reporting workflow with Coefficient’s automation today.
