)
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.”
Non-technical finance teams can set up real-time QuickBooks financial reporting in Google Sheets using point-and-click tools that require zero coding experience.
You’ll learn how to create live financial reports that update automatically and provide sophisticated analysis capabilities without technical expertise or manual data exports.
Create live financial reports using Coefficient
Coefficient transforms complex QuickBooks financial reporting into a user-friendly Google Sheets experience. The platform provides pre-built templates for all 22+ standard QuickBooks reports and eliminates the technical barriers that typically prevent finance teams from accessing real-time data.
How to make it work
Step 1. Connect QuickBooks with one-click setup.
Install Coefficient and connect your QuickBooks account without any coding. The connection process takes less than two minutes and provides access to all your financial data through an intuitive interface.
Step 2. Import financial reports using pre-built templates.
Access all standard QuickBooks reports including Balance Sheet, Profit & Loss, Cash Flow, A/R Aging, and A/P Aging through the “From QuickBooks Report” method. These templates maintain the familiar structure of QuickBooks reports while adding Google Sheets’ calculation and visualization capabilities.
Step 3. Configure automated refresh schedules.
Set up weekly or daily automated refreshes to ensure your reports always reflect current financial data. Use dynamic date-logic filters to automatically adjust reporting periods for current month, quarter, or year-to-date analysis without manual updates.
Step 4. Share reports across your team.
One admin connection serves your entire finance team without requiring credential sharing. Create department-specific views using filtering capabilities and build executive dashboards that combine multiple QuickBooks data sources for comprehensive financial analysis.
Transform your financial reporting process
Real-time QuickBooks financial reporting eliminates manual exports and provides sophisticated analysis capabilities that non-technical teams can manage independently. Start building your automated financial reports today.
