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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 multi-user access requires individual licenses and doesn’t provide real-time collaborative analysis capabilities. Teams need shared access to current revenue data without sharing QuickBooks credentials or managing multiple logins.
Here’s how to set up real-time revenue sync that multiple users can access simultaneously for collaborative financial analysis.
Enable secure multi-user revenue access using Coefficient
Coefficient enables real-time QuickBooks revenue sync with multi-user spreadsheet access through secure connection sharing. Traditional QuickBooks requires individual user logins and lacks real-time data sharing capabilities for collaborative revenue analysis.
How to make it work
Step 1. Establish admin connection with QuickBooks.
Connect using Admin or Master Admin credentials to establish the primary QuickBooks connection. Only one admin connection is allowed per QuickBooks account due to API limitations, but this connection can be shared with unlimited team members.
Step 2. Configure real-time sync schedules.
Set up automated refresh schedules so all users access the same current revenue data simultaneously. Configure timezone-based scheduling based on business operations and user locations for optimal data freshness.
Step 3. Share connections with team members.
Share the QuickBooks connection with team members without sharing actual QuickBooks credentials. Create shared spreadsheets where multiple users can analyze live QuickBooks revenue data simultaneously.
Step 4. Enable collaborative analysis features.
Add manual refresh buttons for immediate updates when needed, and ensure all users see identical revenue data from the single QuickBooks source. Multiple users can perform revenue analysis on the same live dataset without version control issues.
Collaborate on revenue analysis in real-time
Multi-user revenue sync eliminates version control issues and provides secure, real-time collaborative analysis capabilities. Finance, sales, and management teams work with identical current revenue information for coordinated decision-making. Set up collaboration today.
