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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.”
Managing cash flow across multiple QuickBooks company files means manually exporting data from each entity and combining it in spreadsheets. This time-intensive process creates errors and leaves your consolidated cash forecast constantly outdated.
Here’s how to connect multiple QuickBooks companies to a single cash flow dashboard that updates automatically and provides real-time consolidated reporting.
Build consolidated multi-company dashboards using Coefficient
Coefficient supports multiple QuickBooks company connections within a single account, enabling consolidated cash flow dashboards that update automatically. Each company maintains its own secure connection while feeding data to your unified reporting dashboard.
How to make it work
Step 1. Set up individual company connections.
Connect each QuickBooks company file using its own Admin or Master Admin credentials through Coefficient. Each company requires a separate connection setup, but you can manage all connections from a single Coefficient account for streamlined administration.
Step 2. Create standardized data imports for each company.
Import identical data structures from each company – Balance Sheet reports, A/R Aging, A/P Aging, and Transaction Lists. Use separate sheets or data ranges for each company’s cash flow data to maintain clear separation while enabling consolidation formulas.
Step 3. Configure synchronized refresh scheduling.
Set up coordinated refresh schedules across all company connections to ensure your consolidated dashboard updates consistently. Schedule all companies to refresh simultaneously for accurate consolidated reporting that reflects the same time periods.
Step 4. Build automated consolidation formulas.
Create summary sheets that aggregate cash flow data across all entities using Google Sheets formulas. Since each company’s data updates automatically, your consolidated cash forecast reflects current positions across all business units without manual data combination.
Step 5. Manage team access with connection sharing.
Use Coefficient’s connection sharing features to provide team members access to the consolidated dashboard without sharing individual company credentials. This maintains security while enabling collaborative cash flow planning across multiple entities.
Eliminate manual multi-company reporting
Automated multi-company cash flow dashboards provide real-time visibility across all your business entities without the time-intensive manual export and combination process. Start building your consolidated cash flow dashboard today.
