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:
- Invoicing data: create and send invoices to customers, track payment status, and manage accounts receivable.
- Expense data: track and manage expenses, including bills, vendor payments, and employee expenses.
- Bank and credit card data: import and reconcile bank and credit card transactions, making it easy to track financial activity.
- Sales tax data: track and manage sales tax, including calculating, collecting, and paying sales tax.
- Payroll data: manage employee payroll, including paychecks, payroll taxes, and employee benefits.
Get better insights into your company’s accounting
- 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.
- 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.
- 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.
- 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
- Get access to QuickBooks’ API
- We create a script that uses this api to fetch the data we want to analyse and feed it to a PostgreSQL database
- Connect this database as a new data source in Metabase and start building your dashboard