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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 native reports require manual regeneration and re-export every time underlying data changes, creating an endless cycle of repetitive work. Automated refresh systems eliminate this manual updating by connecting live data directly to your reporting environment.
Here’s how to set up reports that update themselves automatically when QuickBooks data changes, freeing you from the constant export-and-update routine.
Automate report updates using Coefficient
Coefficient eliminates manual QuickBooks report updates through automated data refresh scheduling and live spreadsheet connections. You set up the report structure once, configure refresh timing, and the system automatically pulls updated data from QuickBooks based on your schedule.
How to make it work
Step 1. Set up your report structure once.
Import your desired QuickBooks data using either standard reports like General Ledger or custom field selections from objects like Invoices, Customers, or Payments. This creates the foundation for your automated reporting system.
Step 2. Configure automated refresh schedules.
Choose refresh intervals based on how quickly your data changes. Set hourly refreshes for rapidly changing data like cash flow, daily updates for standard financial reports, or weekly refreshes for trend analysis. The system handles all updates automatically.
Step 3. Add manual refresh options for immediate updates.
Include manual refresh buttons for on-demand updates when you need immediate data refresh outside the scheduled intervals. This gives you control over timing while maintaining the automated foundation.
Step 4. Implement dynamic filtering for focused updates.
Use Coefficient’s filtering capabilities with dynamic date logic to create reports that automatically adjust their scope. Set up filters like “last 30 days” or “current quarter” so both the data and the time period stay current automatically.
Step 5. Share live reports with stakeholders.
Distribute shared links instead of static files. Recipients always see the most current data when they access the spreadsheet, eliminating confusion about which version contains the latest information.
Transform static reports into dynamic dashboards
Automated QuickBooks reporting eliminates the manual export-and-update cycle while ensuring your financial data stays current without constant intervention. Start automating your QuickBooks reports today.
