QuickBooks Online guide

In this section we'll take you through how to work with the QuickBooks Online data source and how you can customize your widgets to get your most important metrics on your dashboard

Add a widget and select Quickbooks from the data sources list. Select ‘Invoices’ then hit ‘Connect via Quickbooks Online’.

Once you’ve connected your QuickBooks Online dataset you can begin customizing your data. Switch between visualizations, select the field you’d like to highlight, choose time frame, apply status indicators or goals and filter by customer, status, due date and more.

Here’s a quick look at how to apply these handy features.

If you made it here you've covered everything you need to get you started building widgets with QuickBooks Online. If there's something we haven't covered here that you need help with, please take a look at our Help Center or drop our Support team a message.

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