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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.”
Static screenshots of QuickBooks charts become outdated the moment you paste them into presentations. Your stakeholders need dynamic visualizations that reflect current financial performance without manual updates.
Here’s how to create charts that automatically update with fresh QuickBooks data throughout your entire presentation workflow.
Build live QuickBooks charts using Coefficient
Coefficient maintains real-time data connections from QuickBooks through Google Sheets to your final presentations. This creates a live data pipeline where changes in your financial data automatically flow through to your Google Slides charts.
How to make it work
Step 1. Establish live data connections in Google Sheets.
Use Coefficient to automatically sync your QuickBooks financial data to Google Sheets with scheduled refreshes. Set up hourly, daily, or weekly updates that eliminate the static nature of manual exports.
Step 2. Create dynamic charts using live QuickBooks data.
Build charts in Google Sheets using the automatically refreshed QuickBooks data. Since Coefficient maintains fresh data connections, your charts automatically reflect current financial information like revenue trends, expense breakdowns, and cash flow analysis.
Step 3. Link charts to Google Slides presentations.
Insert your Google Sheets charts into Google Slides using the “Link to spreadsheet” option. This maintains the live connection between your QuickBooks data visualization and your presentation content.
Step 4. Let automation handle the updates.
When Coefficient refreshes your QuickBooks data on schedule, changes automatically flow through to your Google Sheets charts and update in your Google Slides presentation. No more screenshotting static charts that become outdated.
Transform your financial presentations
Live-updating charts ensure your stakeholder presentations always show current financial data without manual intervention. Start building dynamic QuickBooks visualizations that impress stakeholders with real-time accuracy.
