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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 CSV exports from multiple QuickBooks company files create a bottleneck that turns financial reporting into a monthly marathon. You’re stuck downloading files, uploading to Google Sheets, and hoping the data stays current.
Automated sync eliminates the export-import cycle entirely, turning your Google Sheets into a live consolidation dashboard that updates without manual intervention.
Connect multiple QuickBooks companies directly to Google Sheets using Coefficient
Coefficient provides native Google Sheets integration for automatic QuickBooks multi-entity consolidation, offering superior automation compared to manual export limitations.
How to make it work
Step 1. Connect each QuickBooks company file to your Google Sheets workbook.
Install Coefficient and establish connections to each QuickBooks Online company file. The system supports multiple QuickBooks connections within a single spreadsheet, enabling true multi-entity automation without file management.
Step 2. Configure scheduled data refreshes for each company.
Set up automatic refresh schedules ranging from hourly to weekly for each company’s data imports. This eliminates manual CSV exports and ensures your Google Sheets always contains current financial data from all entities.
Step 3. Import data using standardized methods across all entities.
Use consistent import approaches: “From QuickBooks Report” for identical reports like P&L and Balance Sheet, and “Objects & Fields” for custom data sets with matching field selections. Apply consistent filtering logic across all company imports.
Step 4. Build real-time consolidation formulas.
Create consolidation formulas in Google Sheets that reference the automatically refreshed QuickBooks data using SUMIF, QUERY, or ARRAYFORMULA functions. Your consolidated reports update automatically as underlying data changes in any QuickBooks company.
Step 5. Set up error monitoring and status tracking.
Coefficient provides import status tracking and error detection, alerting you to connection issues or data inconsistencies across company files. Use conditional formatting to highlight any sync issues that require attention.
Turn consolidation from hours into minutes
Automated sync reduces consolidation time from hours to minutes while improving data accuracy and providing real-time visibility across all entities. Start syncing your QuickBooks companies automatically today.
