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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.”
Manual QuickBooks data combination takes hours every month – exporting reports, downloading files, organizing spreadsheets, and mapping data fields. The fastest approach eliminates all the manual steps and automates the entire process.
Here’s how to combine QuickBooks data from multiple entities in minutes instead of hours using automated import systems.
Automate QuickBooks data combination with direct API connections using Coefficient
Coefficient eliminates manual data handling by connecting directly to multiple QuickBooks and QuickBooks entities simultaneously. The initial setup takes 15-30 minutes compared to hours of manual export work, and ongoing updates happen automatically.
Direct API connections eliminate file download and upload time while automated refresh schedules reduce monthly consolidation from hours to zero manual effort.
How to make it work
Step 1. Set up rapid connection configuration.
Connect all QuickBooks entities simultaneously through Coefficient’s multi-company support. Use admin credentials for each company file – you only need one admin connection per entity to access all data.
Step 2. Configure bulk import settings.
Import identical reports from all entities using the “From QuickBooks Report” method. Apply consistent date ranges and filters across all imports in a single setup session to ensure data alignment.
Step 3. Build automated data combination formulas.
Create template formulas using Google Sheets functions like QUERY, FILTER, and ARRAYFORMULA that automatically incorporate new data as it refreshes. These formulas instantly combine imported data without manual mapping.
Step 4. Set up automated refresh schedules.
Configure refresh schedules during initial setup to eliminate future manual work. Different entities can have different refresh frequencies based on their data update patterns.
Step 5. Create dynamic pivot tables and summaries.
Build pivot tables that automatically update with fresh consolidated information. These provide instant analysis capabilities that scale as you add more entities.
Scale without increasing manual workload
This automated approach transforms time-intensive manual processes into a set-and-forget system. Adding new entities requires only connection setup – the consolidation framework automatically incorporates new data sources. Start combining your QuickBooks data faster today.
