Guide: Using QuickBooks with Databox
HOW TO
How to connect QuickBooks to Databox
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How to connect QuickBooks to Databox
To connect a QuickBooks Account in Databox, go to Data Manager > + New connection. Type QuickBooks in the search bar and click on the green Connect button. Next, click the green Connect now button.
This will open the Authorization window, which is where you will be prompted to enter your QuickBooks login credentials and authorize the Databox app.
Pro Tip: Each QuickBooks Account must be connected as a separate Data Source in Databox (1 Account = 1 Data Source). Learn more here.
What's the maximum amount of historical data initially available when you use a new QuickBooks Data Source Metric in Databox?
Data is synced for the Metrics that are being used in your Account, so when you first use a new QuickBooks Metric, the maximum amount of historical data available is 36 months.
Certain Metrics may have more or less historical data available [based on Metric Restrictions]. For example, Current metrics that represent the total metric value (i.e. Open Invoices Amount by Customer, Overdue Invoices, etc.) do not have historical data available when first used. We only pull in the total current value, but we will accumulate historical data for these Metrics in Databox over time and the metric value will be shown cumulatively.
For more information about the amount of historical data available for a specific Metric please contact our Support Team via live chat or at help@databox.com.
Pro Tip: In order to start syncing data for a Metric, you can add it to your Metrics screen, use it in a Scorecard, set a Goal around it, create an Alert for it, or add it to a Databoard. Learn more here.
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The amount of historical data you're able to access in Databox is dependent on your Databox plan. Learn more
here.
What time zone does QuickBooks data sync in?
QuickBooks data is synced in the UTC time zone.
However, the values displayed in your QuickBooks account are in the user's timezone, therefore, due to the time difference, you may notice different metric values between Databox and your QuickBooks account. Learn more here.
How often does QuickBooks data sync?
All QuickBooks Data Sources will sync every hour with Databox. Learn more here.
How to access pre-built QuickBooks Templates
Pro Tip: Once the Databoard is available on the Databoards page, it is completely disconnected from the public Template. Therefore, you can further customize this Databoard to meet your specific needs using the Designer.
Popular QuickBooksTemplates
| Quickbooks | Quickbooks: Profit and Loss Overview |
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QuickBooks dashboard template provides you with insights about cash flow, bank accounts, sales and expenses entered in QuickBooks.
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Quickbooks: Profit and Loss Overview template provides you with insights about sales and expenses entered in QuickBooks
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How to build a Databoard using QuickBooks data
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Popular QuickBooks Metrics
| Gross Profit |
Income |
Expenses |
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View a full list of QuickBooks Metrics available in Databox here.
How to build a Databoard
If a pre-built Datablock isn't available for your use case, click on the Visualization Types icon under the Metric Library icon
Additional Information
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Metric Considerations
- Databox does not support syncing data for metrics if the headers in QuickBooks account have been customized. To sync data between Databox and QuickBooks as expected, do not rename headers in your QuickBooks account.
- "Total Income'' metric might not return any value in Databox if its name in your QuickBooks account is the ''Total Revenue''. Make sure you have the following set under Account and Settings in your QuickBooks account: Company type should be set to Not sure/Other/None (Databox does not support syncing data for the Non-Profit Company type account setting), and industry should be left blank (this needs to be done at least for the non-profit entities). With these settings, the report subtitles will automatically be set as ''Income'' and ''Total Income'', and Databox will sync data for the metric again.
API Limitations
- In Databox, QuickBooks data is synced in the UTC time zone, which can lead to differences in the metric values when validating data between Databox and your QuickBooks account.
For example, if the user is in the LA time zone (-07:00), this can lead to a 7-hour difference when looking at e.g. Last Month’s data - last month will cover 7 hours more at the beginning of the month and 7 hours less at the end of the month. Further, if the data changes a lot at the beginning and end of the month, this can lead to data discrepancies seen in Databox.