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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 doesn’t schedule data exports for external reporting. You’re stuck manually pulling data every quarter, hoping you don’t miss the deadline for investor communications.
Here’s how to set up automated scheduling that keeps your investor reports current with fresh QuickBooks data without manual intervention.
Automate quarterly data refresh using Coefficient
Coefficient’s scheduling system addresses QuickBooks’ lack of automated external reporting. You can set flexible refresh intervals that match your quarterly investor update timeline.
How to make it work
Step 1. Set up flexible refresh intervals.
Choose from hourly, daily, or weekly scheduling options based on your reporting needs. For quarterly investor updates, start with weekly refreshes during normal operations, then switch to daily during critical quarter-end periods when data changes frequently.
Step 2. Configure timezone-based automation.
Scheduling runs based on the timezone of whoever created the task. This ensures consistent timing for investor communications regardless of where your team members are located. Set your refresh times to align with market hours or investor expectations.
Step 3. Set up multiple refresh methods.
Combine automated background refreshes with manual options for flexibility. Use scheduled refreshes for regular updates, but keep manual refresh buttons available for last-minute changes before investor calls or board meetings.
Step 4. Enable error monitoring and alerts.
Built-in monitoring alerts you to connection issues or data problems before they affect your investor reports. This prevents outdated information from reaching stakeholders and gives you time to fix issues.
Reliable data pipeline for investor communications
Automated scheduling eliminates the weekend scramble to prepare quarterly reports. Your Google Sheets templates always contain current QuickBooks data, and investors receive accurate, timely updates every quarter. Start automating your investor reporting workflow.
