)
Written by
Table of Contents
“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.”
Pulling data from multiple QuickBooks files usually means working with one file at a time, waiting for each import to complete before starting the next. Simultaneous data pulling eliminates the waiting and gets all your data imported at once.
Here’s how to pull data from multiple QuickBooks files at the same time using parallel import processing.
Enable simultaneous QuickBooks data imports using Coefficient
Coefficient maintains active connections to multiple QuickBooks and QuickBooks company files within a single spreadsheet workspace. The parallel import processing pulls data from different files at the same time without waiting for sequential completion.
Real-time data access through API integration means all connected files provide live data simultaneously, and you can configure identical import parameters across all files for consistency.
How to make it work
Step 1. Set up multi-file connections.
Connect to each QuickBooks file using separate admin credentials through Coefficient. The system maintains multiple active connections within one workspace and handles connection permissions for team access.
Step 2. Configure simultaneous import parameters.
Set up imports from different QuickBooks files to different sheets within the same spreadsheet. Use identical import parameters like date ranges, filters, and report types across all files to ensure data consistency.
Step 3. Organize data by source file.
Designate separate sheets for each QuickBooks file’s data using consistent naming conventions. Create consolidation sheets that reference data from multiple source sheets for combined analysis.
Step 4. Set up automated refresh schedules.
Configure refresh schedules that can run simultaneously across all connected files. You can stagger schedules if needed to optimize performance, but simultaneous updates work efficiently for most use cases.
Step 5. Build cross-file analysis capabilities.
Create formulas and pivot tables that pull data from multiple source sheets simultaneously. This enables consolidated reporting and analysis across all your QuickBooks entities.
Process multiple files efficiently
Simultaneous processing transforms multi-entity data collection from a sequential, time-consuming process into an efficient parallel operation. Each QuickBooks file operates independently within system limits, so you get faster data access without performance compromises. Start pulling from multiple QuickBooks files simultaneously today.
