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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.”
Copy-pasting QuickBooks reports creates static content that becomes outdated immediately and requires constant manual updates. Every presentation cycle means more time spent on tedious formatting instead of analysis.
Here’s how to eliminate the copy-paste workflow entirely with automated data connections that keep presentation content current.
Replace copy-paste workflows with automated connections using Coefficient
Coefficient establishes automated data connections that keep presentation content current without manual copy-paste workflows. Instead of copying static reports, you get live QuickBooks data that flows automatically to your presentations.
How to make it work
Step 1. Set up live data integration instead of copying reports.
Use Coefficient to automatically sync live QuickBooks data to Google Sheets on scheduled intervals. This creates a dynamic foundation for presentation content that eliminates the need for static copy-paste workflows.
Step 2. Recreate essential reports with live data connections.
Rebuild your key QuickBooks reports in Google Sheets using live data connections. Include Profit & Loss statements, Balance Sheet components, Cash Flow reports, and A/R and A/P aging summaries that refresh automatically with current data.
Step 3. Link presentation content to live data sources.
Connect your Google Sheets reports directly to Google Slides using linked charts and tables. When Coefficient updates the underlying QuickBooks data, your presentation content automatically reflects the changes without manual intervention.
Step 4. Schedule refreshes before key meetings.
Set up automated data refreshes before reporting periods or stakeholder meetings. Your presentations update automatically with current financial information, eliminating the manual copy-paste cycle and maintaining professional formatting.
Automate your presentation workflow
Automated connections transform manual, error-prone copy-paste workflows into seamless reporting that keeps presentations current and stakeholder-ready. Eliminate copy-paste and focus on insights instead of manual formatting.
