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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 near real-time QuickBooks to spreadsheet synchronization for monthly reporting using continuous data connectivity. This transforms monthly reporting from a static, point-in-time process to dynamic, always-current financial analysis.
Here’s how to configure real-time sync that supports ongoing business decision-making throughout each reporting period.
Configure real-time sync using Coefficient
Coefficient enables near real-time QuickBooks to spreadsheet synchronization, overcoming QuickBooks’ lack of native real-time data sharing capabilities. Your spreadsheet formulas for financial ratios and KPI calculations automatically recalculate as fresh QuickBooks data flows in.
How to make it work
Step 1. Set up continuous data connectivity.
Configure Coefficient’s QuickBooks connector with hourly refresh schedules to maintain near real-time data synchronization between QuickBooks transactions and monthly reporting spreadsheets. This keeps your data current without overwhelming system performance.
Step 2. Integrate multiple report sources.
Connect multiple QuickBooks data sources including P&L, Balance Sheet, Cash Flow, and Transaction Lists to comprehensive monthly reporting templates. Coordinate refresh timing to ensure data consistency across all report components.
Step 3. Apply dynamic data filtering.
Use Coefficient’s dynamic date-logic filters to automatically adjust data ranges for current month reporting while maintaining real-time updates. As new transactions are entered in QuickBooks, they automatically appear in your monthly reports.
Step 4. Enable live calculation updates.
Maintain spreadsheet formulas for financial ratios, variance analysis, and KPI calculations that automatically recalculate as real-time QuickBooks data updates flow into monthly reporting templates. Your analysis stays current throughout the reporting period.
Step 5. Monitor data freshness.
Track data refresh timestamps and sync status to ensure monthly reporting spreadsheets always contain the most current QuickBooks information. You can verify data currency and identify any sync issues quickly.
Enable dynamic monthly reporting
This real-time QuickBooks data sync approach supports ongoing business decision-making throughout each reporting period instead of waiting for month-end manual report generation. Set up your real-time sync system today.
