Add QuickBooks data in your Metabase dashboard

February 8, 2023

Metabase with QuickBooks

What is QuickBooks

QuickBooks is an accounting software designed for small businesses to manage their finances, including invoicing, expenses, and tax preparation. It can be used to store and manage a wide range of financial data, including:

  1. Invoicing data: create and send invoices to customers, track payment status, and manage accounts receivable.
  2. Expense data: track and manage expenses, including bills, vendor payments, and employee expenses.
  3. Bank and credit card data: import and reconcile bank and credit card transactions, making it easy to track financial activity.
  4. Sales tax data: track and manage sales tax, including calculating, collecting, and paying sales tax.
  5. Payroll data: manage employee payroll, including paychecks, payroll taxes, and employee benefits.

Get better insights into your company’s accounting

  1. Improved decision-making: identify trends and patterns and make more informed and data-driven decisions. This helps you to optimize your performance and achieve your goals.
  2. Enhanced financial insights: A BI tool can provide a deeper understanding of your company's financial health and help identify areas for improvement. This can help you to identify and address financial issues before they become a problem.
  3. Better budget management: By analyzing financial data through a BI tool, you can better understand your spending patterns and identify areas where they can cut costs. This can help you to manage your budget more effectively and optimize your financial performance.
  4. Increased transparency: A comprehensive review of a company's accounting and financial data using a BI tool can provide increased transparency into financial processes and help ensure that financial reporting is accurate and up-to-date.

Connect QuickBooks to Metabase

  1. Get access to QuickBooks’ API
  2. We create a script that uses this api to fetch the data we want to analyse and feed it to a PostgreSQL database
  3. Connect this database as a new data source in Metabase and start building your dashboard