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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.”
Executive financial analysis requires current QuickBooks data in collaborative spreadsheet environments. You can sync financial data automatically to shared spreadsheets that enable executive access and analysis without QuickBooks system limitations.
Here’s how to create automated financial data sync that transforms static QuickBooks information into dynamic executive resources.
Enable automated financial data sync using Coefficient
Coefficient creates automated sync between QuickBooks financial data and shared spreadsheets, providing executives with current information through familiar interfaces. The sync eliminates manual export workflows while enabling collaborative financial analysis that QuickBooks cannot support natively.
How to make it work
Step 1. Set up multi-report synchronization for comprehensive financial data.
Import Balance Sheet, P&L, and Cash Flow statements into shared Google Sheets or Excel workbooks. This provides executives with complete financial statement access through familiar spreadsheet interfaces.
Step 2. Configure object-level data sync for detailed analysis.
Pull data from Customer, Invoice, Payment, and Account objects to enable detailed financial analysis beyond summary reports. This gives executives access to transactional data for comprehensive financial storytelling.
Step 3. Establish automated refresh scheduling based on executive needs.
Set up daily, weekly, or monthly sync schedules depending on how executives use the financial data. Automated refreshes ensure spreadsheets always contain current QuickBooks information.
Step 4. Create multi-sheet organization for different financial areas.
Organize synced data into separate sheets for revenue analysis, expense tracking, and cash flow monitoring. This structure makes it easy for executives to find and analyze specific financial information.
Step 5. Enable cross-reference capabilities linking related objects.
Connect customers to invoices to payments for comprehensive financial analysis. This relationship mapping enables executives to understand complete financial cycles and customer profitability.
Transform static data into dynamic resources
Automated financial data sync creates collaborative executive resources that enable sophisticated analysis while maintaining current QuickBooks information. Start syncing your financial data today.
