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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.”
Yes, multiple users can access auto-updating QuickBooks data in Google Sheets through connection sharing capabilities. While QuickBooks Online cannot provide native multi-user access to Google Sheets, you can share connections without sharing credentials or requiring individual setup for each team member.
Here’s how to enable multiple users to access the same live-updating QuickBooks data simultaneously without security risks or complex setup processes.
Enable multi-user access using Coefficient
Coefficient enables multiple users to access auto-updating QuickBooks data through connection sharing that QuickBooks Online cannot provide natively. Instead of requiring individual QuickBooks logins or credential sharing, team members can access shared connections with unified automatic updates.
How to make it work
Step 1. Set up the initial QuickBooks connection as Admin.
A QuickBooks Admin or Master Admin creates the initial Coefficient connection. Due to QuickBooks API limitations, only one admin connection is allowed, but this connection can be shared with unlimited team members without sharing login credentials.
Step 2. Share the connection with team members.
Use Coefficient’s connection sharing feature to grant access to team members through the Coefficient interface. User credentials remain private while access is shared, eliminating security concerns about credential distribution.
Step 3. Configure unified automatic updates.
Set up scheduled refreshes that apply to all shared users simultaneously. When data refreshes, all team members see updated information immediately, creating consistent reporting across the entire team without individual manual exports.
Step 4. Enable collaborative access to live dashboards.
Teams can work with identical, current QuickBooks data for real-time collaboration. Use cases include executive dashboards for leadership teams, department reporting for sales and operations, client reporting for external stakeholders, and cross-functional analysis.
Start collaborative QuickBooks reporting
Multi-user access creates true collaborative environments where teams can build and share QuickBooks real-time dashboards without individual connections or manual data distribution. Enable team access to your QuickBooks data today.
