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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, QuickBooks month-end reports can automatically update Google Slides presentations using Coefficient as the integration layer, though the update frequency depends on your chosen refresh schedule.
This setup creates dynamic presentations that reflect your latest financial data without manual report copying or formatting.
Automate month-end reporting with Coefficient
Coefficient imports QuickBooks month-end reports directly into Google Sheets on your chosen schedule, then feeds that data to linked charts in your Google Slides presentations. This eliminates the traditional export-copy-paste workflow entirely.
How to make it work
Step 1. Set up automated month-end report imports.
Connect Coefficient to QuickBooks and configure imports for essential month-end reports like Balance Sheet, Profit & Loss, Cash Flow, and A/R Aging. Set daily refreshes to capture month-end closing entries as they’re completed in QuickBooks.
Step 2. Create dynamic visualizations in Google Sheets.
Build charts and tables in Google Sheets using the imported QuickBooks data. Include monthly revenue comparisons, cash flow trends, budget vs. actual performance metrics, and year-over-year financial comparisons. These visualizations update automatically when Coefficient refreshes the data.
Step 3. Link charts to Google Slides presentations.
Insert your Google Sheets charts into month-end presentation templates. When you open your presentation, Google Slides prompts you to update linked charts with the refreshed data, creating live financial visualizations.
Step 4. Choose your refresh schedule.
Configure daily refreshes for ongoing month-end adjustments, weekly refreshes for stable periods, or manual refreshes when you need the latest data before presenting. This flexibility ensures your presentations always reflect current financial performance.
Turn month-end reporting into a streamlined process
This automated approach transforms static month-end presentations into dynamic financial dashboards that stay current with your QuickBooks data. Start building your automated month-end reporting system today.
