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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.”
Excel formulas break during Intuit Spreadsheet Sync refreshes because the tool completely deletes your data range and recreates it, invalidating all cell references and turning them into #REF errors.
The technical issue happens when Excel can’t maintain links to deleted ranges, even though new data appears in the same location with different internal references.
Prevent formula breaking with intelligent refresh technology using Coefficient
Coefficient prevents formula breaking through its smart refresh system that updates data in-place rather than recreating ranges. Your QuickBooks financial data stays current while cell references, named ranges, and formula calculations remain intact.
How to make it work
Step 1. Replace Spreadsheet Sync with Coefficient.
Connect your QuickBooks account to Coefficient and import your financial data using standard reports like Profit & Loss, Balance Sheet, or custom Objects & Fields selections.
Step 2. Build your financial analysis formulas.
Create summary calculations, conditional formatting, and data validation rules that reference your imported data. Use cell references like A2 or establish named ranges for better organization.
Step 3. Set up automated refreshes.
Schedule refreshes to run hourly, daily, or weekly based on your reporting needs. The refresh updates individual cells without destroying the range structure, keeping your formulas functional.
Step 4. Create persistent named ranges.
Establish named ranges for key data sections like “Accounts,” “Transactions,” or “Customers.” These names survive all refresh cycles and make your financial models more reliable.
Maintain Excel-based financial workflows without interruption
This approach ensures your financial analysis and reporting workflows remain intact while keeping QuickBooks data current and accurate. Start using Coefficient to eliminate formula breaks from your financial reporting process.
