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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.”
You can set up real-time product line revenue tracking between QuickBooks and spreadsheets by creating live data connections that maintain automatic synchronization without manual exports.
This eliminates QuickBooks’ fundamental limitation of requiring manual data exports for spreadsheet analysis and keeps your revenue tracking current with minimal setup effort.
Configure real-time revenue tracking using Coefficient
Coefficient bridges the gap between QuickBooks and QuickBooks by creating a live, bidirectional connection that maintains data synchronization automatically. Changes in QuickBooks appear in your spreadsheets within your scheduled refresh intervals.
How to make it work
Step 1. Establish your QuickBooks integration.
Connect your QuickBooks account through Coefficient’s secure API connection. You’ll need Admin permissions for full access, but this one-time setup enables continuous data flow without ongoing manual intervention.
Step 2. Configure live data imports with multiple methods.
Choose from several import approaches: “From QuickBooks Report” for Sales by Product/Service reports, “From Objects & Fields” for custom imports with Invoice and Sales Receipt data, or “Custom Query” for advanced product line groupings using SQL.
Step 3. Implement automated refresh scheduling.
Set up frequent refresh intervals based on your real-time needs – hourly for true real-time tracking, or daily/weekly for standard business reporting. Configure timezone-based scheduling to ensure updates happen when you need them most.
Step 4. Apply dynamic filtering and product line mapping.
Use Coefficient’s advanced filtering with date-logic filters to automatically capture rolling time periods and specific product categories. Build spreadsheet formulas that automatically group SKUs into product lines, leveraging the live data connection for instant updates.
Monitor revenue in real-time
This real-time sync capability transforms traditional periodic reporting into continuous revenue monitoring with consistent data integrity between QuickBooks and your analysis spreadsheets. Set up your real-time tracking system today.
