QuickBooks Data Connector User Guide

QuickBooks Data Connector User Guide

QuickBooks is a powerful accounting software that helps businesses manage their finances, track expenses, and generate financial reports. This guide will walk you through the process of integrating QuickBooks with Power My Analytics, allowing you to automate your financial data collection and create insightful reports. By following these steps, you'll be able to streamline your financial reporting and gain valuable insights into your business performance.

Prerequisites

Before you begin, ensure you have:
  1. Login credentials for your Intuit account (email, user ID, or phone number)

Adding QuickBooks as a Data Source

  1. Log in to your Power My Analytics hub.
  2. Navigate to Sources from the main menu.
  3. Click on + New Data Source.
  4. Select QuickBooks from the gallery of available sources.
  5. Sign in to your QuickBooks account to authenticate.


Creating a Looker Studio Report

Follow these steps to create a Looker Studio report using your QuickBooks data:
  1. After adding QuickBooks as a data source, go to Reports > Looker Studio in your PMA hub
  2. Select QuickBooks under Create Looker Studio Report (this will open the official Looker Studio application in a new window)
  3. Google Looker Studio Configuration:
    1. Step 1:
      1. Name your data source (e.g., "QuickBooks - Your Organization Name")
      2. Choose your Power My Analytics hub from the dropdown
      3. Optional: Leave "Use report template for new reports" checked to use the PMA demo template
      4. Click Next
    2. Step 2:
      1. User Account: Select your QuickBooks account (for real data) or "Sample Account" (for sample data)
      2. Click Next
    3. Step 3:
      1. Choose "Invoice dates based on" for reports
      2. Optional: Allow "Invoice dates based on" modification in reports
      3. Click Connect (top right) to complete the data source configuration
    4. Step 4:
      1. Click Create Report (top right)
For a quick start, use our pre-built QuickBooks demo template.

Key Reports and Fields

QuickBooks data in Power My Analytics offers a wide range of metrics and dimensions. Here are some popular metrics you can use in your reports:
  • Key Metrics: Net Income, Balance, Invoices 91+ Days Late, Invoices 61-90 Days Late, Invoices 31-60 Days Late, Amount
  • Balance Sheet Metrics: Assets, Liabilities
  • Cash Flow Metrics: Operating Activities, Net Income, Total Adjustments
  • Accounts Receivable Metrics: 1-30 days, 31-60 days, 61-90 days, 91+ days, Total, Current
  • Profit and Loss Metrics: Total Income, COGS, Expenses, Other Expense, Total Expenses, Net Income, Amount, Balance, Amount (profit loss detail), Income Amount, Expenses Amount
  • Invoice Metrics: Amount, Open Balance, Qty, Rate
  • Account Metrics: Balance
For a complete list of available QuickBooks fields, refer to the Schema Explorer.

Limitations and Important Considerations

  1. Backfilling: Limited to 2 years, with an initial backfill of 13 months when you first connect your QuickBooks account

Unavailable Data

  1. Realtime data
  2. Custom fields

Tips and Tricks

  1. Avoid Mix and Match errors by checking the Schema Explorer before you create charts and filters. Make sure all metrics added to a chart are contained within the same table space.
  2. If you are using a language other than English, some filters may not work properly. Contact us using the link below for help with those filters.
  3. Pay close attention to Invoices dates based on in the connector configuration screen. Your selection will make a difference in your reports.

Troubleshooting

See our article Basic Troubleshooting for information on issues that may affect the QuickBooks connector.

    Still having issues?
    Send us a ticket and we will get back to you.
    Submit a ticket

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