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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.”
Manual QuickBooks report exports eat up hours each week and leave your Google Sheets data outdated the moment you download it.
Here’s how to automate your entire reporting workflow so your spreadsheets update themselves without any manual intervention.
Create scheduled QuickBooks report automation using Coefficient
Coefficient eliminates manual QuickBooks exports by creating direct data pipelines with customizable refresh schedules. Your reports update automatically on hourly, daily, or weekly schedules based on your business needs.
How to make it work
Step 1. Connect QuickBooks and import your first report.
Install Coefficient and establish the API connection using your QuickBooks admin credentials. Import any of the 22+ standard reports like Balance Sheet, P&L, or Transaction List to get started.
Step 2. Configure automatic refresh schedules.
Select your refresh frequency from the Coefficient sidebar. Choose hourly for time-sensitive data, daily for regular monitoring, or weekly for standard financial reporting cycles.
Step 3. Set up dynamic date filters for current data.
Apply date-logic filters that automatically pull current period data without manual date adjustments. Your reports will always show the most relevant timeframe without intervention.
Step 4. Schedule multiple reports with different frequencies.
Create separate sheets for different reports and assign unique refresh schedules. Your cash flow report might update daily while your P&L updates weekly.
Turn weekly report generation into a hands-off process
Automated scheduling transforms hours of manual work into a fully automated system that keeps your Google Sheets current with QuickBooks data. Set up your automated reporting pipeline today.
