We sync your QuickBooks data nightly
Upon your first connection we sync the last 365 days of data. Customers can contact support if they want to get more historical data.
We integrate with the Profit & Loss Statement, Balance Sheet and Statement of Cash Flows.
To get started with QuickBooks you'll want to navigate to Metrics -> New Data Source --> Connect Quickbooks as shown below:
One you click Connect you will authenticate to QuickBooks and select which company you want to sync to Visible. Note: You can sync many QuickBooks companies to your Visible account.
Once you select your company you will be presented with a screen and you'll be able to select which metrics you want to sync.
You'll be able to navigate your headers, sub-headers and accounts.
To edit an existing QuickBooks integration, find the connected QBO account on the left panel. From here, you will want to click "Setup Metrics" as below: