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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.”
QuickBooks dashboards require manual refreshes and can’t be easily shared with stakeholders who don’t have QuickBooks access. Static exports become outdated quickly, and combining data from multiple QuickBooks objects into single dashboard views is nearly impossible with native reporting.
Here’s how to build live dashboards that automatically sync with QuickBooks and provide real-time business insights to your entire team.
Create automatically updating QuickBooks dashboards using Coefficient
Coefficient enables true real-time sync between QuickBooks and your spreadsheets, transforming static financial data into dynamic, shareable dashboards that update automatically. Combine data from multiple QuickBooks objects and create visualizations that reflect your current business state.
How to make it work
Step 1. Import key QuickBooks metrics using custom data selection.
Use the Objects & Fields method to pull specific data from Invoices, Payments, Customers, and other QuickBooks objects. This lets you combine revenue data with customer information and payment details in a single dashboard view.
Step 2. Set up hourly automated refresh schedules.
Configure hourly updates to ensure your dashboard reflects current business state. Revenue numbers, customer payments, and expense data automatically sync without any manual intervention or exports.
Step 3. Build dynamic date filtering for automatic time periods.
Set up filters that automatically show “current month,” “last 30 days,” or “year-to-date” without manual date updates. Your dashboard always displays relevant time periods without requiring ongoing maintenance.
Step 4. Create multi-object reporting combinations.
Combine Invoice data with Customer information and Payment details to create comprehensive business views. Track revenue by customer segment, payment timing analysis, or sales performance metrics that aren’t possible with standard QuickBooks reports.
Step 5. Share live dashboards with stakeholders.
Since data updates automatically in your spreadsheet, all stakeholders see real-time information. Build visualizations using Google Sheets charts or connect to advanced visualization tools for executive reporting.
Transform static reports into live business intelligence
Real-time QuickBooks dashboards provide immediate business insights without the manual work of traditional reporting. Your team gets current data while you eliminate the export-and-update cycle completely. Build your automated QuickBooks dashboard today.
