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Connect QuickBooks to Know Where your Business Stands

QuickBooks
Dashboard and Reporting Software

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QuickBooks is an accounting software that helps businesses manage their finances efficiently. It offers features such as invoicing, bill payment, inventory tracking, and financial reporting, making it easier to streamline operations and track financial data accurately.

Know where your business stands – anywhere, anytime.

QuickBooks is an easy accounting software built for small business to stay in sync with your bank, track your expenses, pay bills, and manage invoices.

With Databox, your most important QuickBooks KPIs will be transformed into meaningful insights and delivered to your mobile, Apple Watch, TV display or Slack channels. One of the key benefits of Databox is the ability to combine multiple data sources in one place. This will help you maintain an overview of your business’ finances.

Metrics & Templates
Tech details
Behaviour & usage
Handling errors
Help Articles

metrics96

dashboard templates8

Live view

LinkedIn Company Pages Overview

LinkedIn Company pages dashboard template provides you with insights about followers growth, reach, engagement and more.
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Social Networks (Growth & Engagement)

The Social Networks dashboard template integrates Facebook, Twitter, Linkedin and Instagram data. It shows daily traffic across the 4 networks and tracks follower counts..
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LinkedIn Page Demographics Overview

Linkedin Demographics dashboard template looks at the followers on your company's Linkedin. It lets you know what industries and roles have enjoyed your marketing message.
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Social Media Overview

Facebook Pages, Instagram Business, Linkedin Company Pages, Twitter overview
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Social Media (Awareness & Engagement)

Social Media dashboard template shows activity across your 4 favorite social networks. It focuses on visitor and follower counts over various time periods.
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Inbound Social Media Performance

Inbound Social Media Performance
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Social Media Performance

This template is perfect for clients who want a general overview of their social media performance without getting into too much detail. This will summarize how their brand is doing within the social community.
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HubSpot Marketing + GA4 ATTRACT Performance

This template moves you through the Attract stage by showing your social media follows and reach, blog view performance, and overall visibility trends.

report templates1

Details

Twitter Report Template

Use this Twitter report to track and share critical metrics like follower growth, engagement, post performance, and more.

Basics

Category

Accounting & Invoicing
Description

QuickBooks is an accounting software that helps businesses manage their finances efficiently. It offers features such as invoicing, bill payment, inventory tracking, and financial reporting, making it easier to streamline operations and track financial data accurately.
Status

stable
Date added

2016-05-20
Time Zone

UTC

API Details

Authentication Method

oauth2
API version

1 3
Status page

https://status.developer.intuit.com

Metric Builder

Metric builder available

Yes
Tabs

Report

What permissions are needed to connect Quickbooks to Databox?

Quickbooks App allows only admins to connect the account to third-party applications. If non-admin users attempt to connect Quickbooks to Databox, the OAuth flow will recognize that a non-admin attempted to connect to a third-party app and will display the following message in the pop-up window:

‘Databox can only connect to one admin’s email address at a time. By assigning a new admin, User1 (non-admin) will replace User2 (current admin) as the app admin. User2 (current admin) settings won’t be saved.

By selecting Assign Admin, you allow Databox to view and update your Quickbooks Online data.’

In case a non-admin user selects the Assign Admin option, this change will affect user roles in a Quickbooks Account. Learn more about this here.
Discrepancies for QuickBooks metrics due to future data
Future data is available for all Quickbooks metrics, however, discrepancies or no data might appear in showing future data for Current metrics.
This means that data will be displayed for the selected Date Range even if a portion of dates in that time period are future dates. This may not be the case for Current metrics.

This means that data will be displayed for the selected Date Range even if a portion of dates in that time period are future dates. This may not be the case for Current metrics.

Current Quickbooks metrics:
- Open Invoices Amount
- Open Invoices
- Open Invoices by Customer
- Overdue Invoices Amount
- Overdue Invoices
- Overdue Invoices by Customer
- Unpaid Expenses (Bills) Amount
- Unpaid Expenses (Bills)
- Unpaid Expenses (Bills)by Vendor
- Open Balance by Vendor
- Percentage of Sales (Cash) by Product
- Percentage of Sales (Accrual) by Product
For cases where Current Quickbooks metric does show future data – if ‘This Year’ is selected as the Date Range, Databox will fetch data for the period from 12 months ago to the end of the current year. If the given metric has any values greater than 0 within this interval, Databox will show these values and store them in the warehouse. If the Date Range is later changed to ‘This Month’, Databox will fetch data for the period from 12 months ago to the end of the current month. If the given metric does not have any values greater than 0 within this new interval, the QuickBooks API will not return any values and Databox will display the latest stored value for the metric. In this example, Databox will show the value for the Date Range ‘This Year’ even when the selected date range is ‘This Month’.
Customized Headers in QuickBooks are not supported in Databox

Databox does not support syncing data for QuickBooks metrics if the headers in the QuickBooks account have been customized. To sync data between QuickBooks and Databox as expected, headers should not be renamed in the connected QuickBooks accounts.
Custom setup in QuickBooks is not supported in Databox

Databox does not support custom setups of QuickBooks accounts (users changing reports to have their own groups / sections). While adding sections or groups can still work in terms of syncing data, removing the default sections and groups from the report will result in Metric Builder (and possibly Basic metrics) returning no data in Databox.

‘Limit Reached’ error visible in the corner of datablocks

These errors occur when the API rate limit is exceeded, temporarily preventing Databox from syncing new data from your connected account until the number of requests drops within the allowed threshold.

QuickBooks API rate limits are set at 500 requests per minute and 10 requests per second.

Frequent actions, such as repeatedly changing the date range on a block, can trigger a high volume of requests and slow down regular data syncs. Additionally, selection of extensive date ranges (e.g., the last 24 months or ‘This Year’) or non-daily granularity may generate more requests, increasing the likelihood of reaching the rate limit.

Once the request volume decreases and stays within the permitted range, data syncing will resume automatically. No data will be lost – it will all be retrieved, though with a slight delay.

Track all of your key business metrics from one screen

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QuickBooks
Dashboard and Reporting Software