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प्लेटफ़ॉर्म दस्तावेज़ीकरण

QuickBooks Online - Overview

अंतिम अद्यतन {दिनांक}

P&L and balance sheet metrics from QuickBooks Online (coming soon). Requires [Business+].

At a glance

  • Connection type: OAuth 2.0

  • Status: Coming soon

  • Plan: Business+

  • Data points: 12 metrics available in the KPI catalog

Metrics you can track

Connected KPIs can sync the following categories from QuickBooks Online. See Data points for the complete catalog with descriptions.

  • Financial: Accounts Payable, Accounts Receivable, Cash Flow, Creditor Days, Current Ratio (+7 more)

Documentation in this folder

Quick start

  • Open Workspace Settings → Integrations and connect QuickBooks Online.

  • Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.

  • On KPIs & Dashboards, create a KPI, choose Connected, and pick your QuickBooks Online connection.

  • Select a data point from the catalog (see the Data points article in this folder for the full list).

  • Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.

Learn more