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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.”
True real-time QuickBooks sync isn’t possible due to API limitations, but you can get close with automated hourly updates that keep your Excel reports current with transaction flow. This beats manual CSV exports by hours or even days.
Here’s how to set up the closest thing to real-time financial reporting available.
Create near real-time transaction reporting using Coefficient
Coefficient provides live data connections to QuickBooks that update as frequently as hourly. You can import from any of the 22+ standard reports including Transaction List, General Ledger, and Profit & Loss, or access specific objects like Invoices, Customers, and Payments with custom field selection.
How to make it work
Step 1. Set up your QuickBooks connection and choose your data source.
Connect your QuickBooks account through Coefficient (requires Admin permissions). Use the “From QuickBooks Report” method to import standard financial reports, or choose “From Objects & Fields” to build custom reports with specific transaction data you need for analysis.
Step 2. Apply dynamic date-logic filters to focus on current periods.
Set up filters that automatically capture transactions from specific date ranges or account types. This reduces data load and improves refresh performance while ensuring you’re getting the most relevant transaction information for your reporting needs.
Step 3. Configure hourly refresh schedules for maximum data freshness.
Set up automated hourly updates to get the most current data possible within API constraints. For high-transaction environments, this provides near real-time visibility into your financial position without manual intervention.
Step 4. Build your live reporting dashboard around the connected data.
Create Excel formulas, pivot tables, and charts that automatically update when new transaction data flows in. Built-in refresh timestamps show exactly when data was last updated from QuickBooks, so you always know how current your analysis is.
Get the freshest financial data without the export hassle
Hourly automated updates provide live financial reporting capabilities that manual CSV exports simply can’t match. Your Excel analysis stays current with minimal latency while you focus on insights instead of data management. Start building your live QuickBooks dashboard today.
