- 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: