Building QuickBooks dashboards
QuickBooks is an ideal accounting software for freelancers and small businesses. QuickBooks is used primarily by small business owners, bookkeepers, accountants, finance officers, and solopreneurs.
Integrating QuickBooks with Klipfolio allows you to develop custom dashboards that give you and your team insight into your performance. Pull key metrics from your QuickBooks account into a dashboard that's up-to-date and easy to share with the whole team. Take your dashboard to the next level by combining your QuickBooks data with services like Salesforce, Excel, and hundreds more.
Connect to your QuickBooks data
You can connect to QuickBooks Online in different ways:
- Use our Klip Gallery to add pre-built metrics
- Use our Connector Gallery and the pre-built API queries to pull in some of the most common QuickBooks Online data
- Build your own API queries to create your data visualizations
Combine your QuickBooks data with other services
QuickBooks offers you a fantastic glimpse into your business finance profile. With Klipfolio, you can combine that data with data from 100s of other cloud based services to build a custom dashboard.
Create custom visualizations
Use the Klip Editor to design and build custom visualizations using your QuickBooks data. Building your own visualizations allows you to easy interpret your data and make real-time decisions.
Build client dashboards
Are you looking for a reporting solution for your clients? With Klipfolio, you can build and import QuickBooks dashboards between client accounts making it fast and easy to show the data they care about.
Beautiful TV dashboards
Don't get stuck building manual reports. Get your QuickBooks data up on the big screen so your entire team can rally behind your numbers.
"Quickbooks is a great tool for our business, however, we have used Klipfolio to build even better financial reporting with our QBO data along with other blended data sources. We now have our finger much more centered on the financial pulse of the company than before."
Brian Dainis, CEO, Curotec
Use pre-built QuickBooks Online metrics
Assemble a QuickBooks dashboard by selecting pre-built metrics from the Klip Gallery.
AP and AR Balance
See your Accounts Payable and Accounts Receivable at-a-glance during the time period of your choice.
Uses:
Customer Balance Summary
Cash-flow can make or break a venture. See which customers are current and which ones owe you money during the time period of your choice.
Uses:
Marketing Expenses and Traffic
Mash up your QuickBooks and Google Analytics data to see how your marketing expenses affect your website traffic within the last 30 days.
Uses:
QuickBooks and Salesforce CAC (Last 30 Days)
Mash up your QuickBooks and Salesforce data to measure your Customer Acquisition Cost over the last 30 days.
Uses:
QuickBooks Expenses
You have to spend money to make money! Monitor your expenses for the time period of your choice and compare it to the previous period.
Uses:
QuickBooks Income and Expenses
Bring your key accounting puzzle pieces - Income, Expenses, and Profit - together to help you make actionable decisions. Choose the time period of your choice from the drop-down menu, and compare to the previous period.
Uses:
QuickBooks Revenue
Ensure the financial health of your business is in tip-top shape with this simple, real-time report on revenue for the time period of your choice.
Uses:
Sales by Product
Make sure your products are profitable by monitoring each of their sales metrics during the time period of your choice.
Uses:
Shopify and QuickBooks Marketing Expenses and Sales
Mash up your QuickBooks and Shopify data to see your Marketing Expenses and Sales for the last 30 days.
Uses:
Top 10 Customers by Income
Gain a steady flow of profitable clients by monitoring your top 10 income-earning customers during the time period of your choice.
Uses:
Vendor Expenses
Monitor your vendor expenses on an ongoing basis. Delve into individual vendor expenses and see the total for the time period of your choice.
Uses:
Building a dashboard with QuickBooks
Ready to start building your custom dashboard using QuickBooks? Before you get started, take the time to read this blog. You'll learn all about:
- Connecting to QuickBooks Online
- Best practices for building finance metrics
- Top finance KPIs you should be tracking
- And more
