Quickbooks Data Connector User Guide
The following article is a guide for automating reports with your Quickbooks connector. It includes metrics available and things to know about the connector. To create a report, you will need access to at least one or more Quickbooks online accounts as well as Google Sheets and/or Looker Studio.
Available Data
- Balance Sheet and Cash Flow - Summarized daily balances.
- Profit and Loss reporting - See details on income, expenses, and COGS all in one place and make budgeting easier.
- Invoice details - Sort your invoices for easy visualization. Data is updated daily.
- Accounts Receivable - Our template also includes an aging summary for ease of use.
- Complete List of Fields.
API Limitations
- Custom fields - Custom fields are not available.
Connection Requirements
Login credentials for your Quickbooks account are required for a successful connection. When adding your Quickbooks account as a data source, log in to your Intuit account using your email, user ID, or phone number.
Tips and Tricks
- 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.
- 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.
- Pay close attention to Invoices dates based on in the connector configuration screen. Your selection will make a difference in your reports.
Backfilling
Power My Analytics will automatically backfill up to 13 months of data when you first create a report. Manually backfill from your Hub for up to 2 years of data.
Troubleshooting
Follow the instructions in our Basic Troubleshooting guide to get your reports working again.
Still having issues?
Send us a ticket and we will get back to you.
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