Trusted by over 50,000 game changers and their teams
Why Klipfolio?
You’ll love Klipfolio because it’s designed for how you work. Putting the right information at your fingertips, always and everywhere, so you can feel confident about your decisions every step of the way.
Bring all your QuickBooks and data into one spot
Bring order to a chaotic data universe using Klipfolio dashboards. Draw data from your web app services, database, Excel and Google Sheets to create unified company reports and dashboards.
There’s always a way to get your data into Klipfolio. You can even email it to our system using an attachment.
Learn more about our integrationsDeploy QuickBooks and reports and dashboards in hours
You can start building your BI reports and dashboards today with Klipfolio. Use the free trial to explore all our features and connect to your data wherever it is.
Have a TV and a casting device in your office? You could have a TV dashboard set up before you head home for dinner tonight.
Check out our gallery of pre-built templatesA great price for a powerful and flexible platform
Klipfolio is priced to help you get the most value out of your data. Start with your team or department and expand to your entire organization. We have plans for every type of business.
Klipfolio plans & pricing that grow with youCount on world-class support to help get you started
No matter what you’re trying to do, we’ve got your back. If you’ve read any reviews, you’ll hear our support team is second to none. Our free online support will help you at every step along the way.
Need help with an urgent project? We can build it for you!We are here to help! Book your free 1-on-1 call with Pilar.
QuickBooks pre-built metrics
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:
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:
pre-built metrics
AdWords Basic Performance (Last 30 Days)
If you've hooked up Google Analytics to Google AdWords, you can make sure that your website visitors from each of your AdWords campaigns are having a positive first impression.
Uses:
Social Media Conversions
Compare conversion rates from various Social Media platforms during the time period of your choice.
Uses:
Build a custom dashboard for
QuickBooks or
You can work with QuickBooks and separately or together easily in Klipfolio. The flexibility of the integration allows you to develop rich dashboards for either service or jointly. Here's what you need to know.
Creating QuickBooks Dashboards
QuickBooks is the #1 rated small business accounting software. Run your whole business better with QuickBooks. Sign up for a FREE trial today. Click here to learn more on how Klipfolio integrates with Intuit QuickBooks accounting software.
To connect your QuickBooks data to Klipfolio, you will be prompted to authenticate with QuickBooks online.
- Click Connect to QuickBooks.
- Enter your QuickBooks login credentials.
- Click Next Step.
Note: You now have an OAuth Token for your Connected Account. You can manage your tokens in the Account section under Connected Accounts.
Creating Dashboards
Google Analytics solutions offer free and enterprise analytics tools to measure website, app, digital and offline data to gain customer insights. Click here to learn more on how Klipfolio integrates with Google Analytics.
To connect your Google Analytics data to Klipfolio, you will be prompted to connect your Google Analytics account by entering your username and password.
Doing so will create a token that enables Klipfolio to securely access your Google Analytics account. Your token looks like George@Google Analytics. You can use and reuse the same token every time you connect to Google Analytics.
Note: You manage your connections (tokens) to Google Analytics in Klipfolio under Connected Accounts in the Account section.