{"templateId":"markdown","sharedDataIds":{"sidebar":"sidebar-sidebars.yaml"},"props":{"metadata":{"markdoc":{"tagList":["availability","partial","callout","img","faq","faq-item"]},"type":"markdown","userRole":"Users, Editors, and Admins","accountType":"All accounts","plan":"One or more features exclusive to select subscription plans or add-ons"},"seo":{"title":"Integrate QuickBooks with Databox","description":"Connect QuickBooks to Databox and track balance sheet, profit and loss, and financial metrics alongside all your other business data.","siteUrl":"https://help.databox.com","llmstxt":{"title":"Databox Knowledge Base","description":"Databox is a business analytics platform that consolidates data in one place, enabling real-time performance tracking and insights by mixing and matching data from various sources for a comprehensive view.","details":{"content":"This knowledge base covers everything from account setup and integrations to building Databoards, creating custom metrics, and using AI-powered features."},"sections":[{"title":"General","includeFiles":["docs/general/*.md","docs/general/visualization-types/*.md","docs/general/templates/*.md"],"excludeFiles":[]},{"title":"AI","includeFiles":["docs/ai/*.md"],"excludeFiles":[]},{"title":"Account Management","includeFiles":["docs/account-management/**/*.md"],"excludeFiles":[]},{"title":"Databoards","includeFiles":["docs/databoards/**/*.md"],"excludeFiles":[]},{"title":"Data Management","includeFiles":["docs/data-management/**/*.md"],"excludeFiles":[]},{"title":"Metrics","includeFiles":["docs/metrics/**/*.md"],"excludeFiles":[]},{"title":"Forecasts","includeFiles":["docs/forecasts/*.md"],"excludeFiles":[]},{"title":"Goals","includeFiles":["docs/goals/*.md"],"excludeFiles":[]},{"title":"Reports","includeFiles":["docs/reports/*.md"],"excludeFiles":[]},{"title":"Notifications","includeFiles":["docs/notifications/*.md"],"excludeFiles":[]},{"title":"Pricing and Billing","includeFiles":["docs/pricing-and-billing/*.md"],"excludeFiles":[]},{"title":"Mobile","includeFiles":["docs/mobile/*.md"],"excludeFiles":[]},{"title":"Support","includeFiles":["docs/support/*.md"],"excludeFiles":[]},{"title":"Integrations","includeFiles":["docs/integrations/**/*.md"],"excludeFiles":[]}],"hide":false,"excludeFiles":[]}},"dynamicMarkdocComponents":[],"compilationErrors":[],"ast":{"$$mdtype":"Tag","name":"article","attributes":{},"children":[{"$$mdtype":"Tag","name":"Heading","attributes":{"level":1,"id":"integrate-quickbooks-with-databox","__idx":0},"children":["Integrate QuickBooks with Databox"]},{"$$mdtype":"Tag","name":"Availability","attributes":{"users":"users","accounts":"all","plans":"partial"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["QuickBooks is accounting software that helps small and mid-size businesses manage their finances — tracking income, expenses, invoices, payroll, and financial reporting in one place. It is widely used to produce balance sheets, profit and loss statements, and cash flow reports that inform day-to-day and strategic decisions. Connecting QuickBooks to Databox makes your financial data available alongside metrics from your sales, marketing, and operations tools, so finance teams can monitor business health, track profitability, and report on financial performance in a unified view."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"connection","__idx":1},"children":["Connection"]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"before-you-begin","__idx":2},"children":["Before you begin"]},{"$$mdtype":"Tag","name":"IntegrationPermissions","attributes":{"integrationKey":"quickbooks"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"step-1-add-or-choose-a-connection","__idx":3},"children":["Step 1: Add or choose a connection"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To connect QuickBooks to your Databox account for the ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/add-a-connection"},"children":["first time"]}," or with new credentials, log in using your Intuit email address, user ID, or phone number."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"Callout","attributes":{"type":"note"},"children":["Intuit may prompt a human verification check during sign-in. Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Begin"]}," to complete the security step and continue."]}]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/integrate-quickbooks-with-databox_1.f5a1bdb928db951cc7c7c95a3f9f3fa7eaf9e922e518263196f7d774d3ff86f1.4783b0ec.png","alt":"intuit-sign-in","withLightbox":true,"className":"ss-img","style":"margin-top: 10px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"step-2-select-a-company","__idx":4},"children":["Step 2: Select a company"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["If you manage multiple QuickBooks companies, you'll be prompted to select the specific company you want to connect to Databox. Click ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Next"]}," to authorize the connection."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/integrate-quickbooks-with-databox_2.07f68788d4e3f1dda7f67e26c468848b77414765e597dc8ccbb87c38cabf0b16.4783b0ec.png","alt":"quickbooks-company-selection","withLightbox":true,"className":"ss-img","style":"margin-top: 10px;"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"metric-builder","__idx":5},"children":["Metric Builder"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The QuickBooks integration allows you to create custom metrics using the metric builder."]},{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/integrate-quickbooks-with-databox_3.fce76423d6aa9b00303dcddf26b54b875c73873137c26de7a9b7632cc12d9cf0.4783b0ec.png","alt":"quickbooks-metric-builder","withLightbox":true,"className":"ss-img","style":"margin-top: 10px; margin-bottom: 10px;"},"children":[]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["To create a custom metric, select a ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Report Type"]}," and the specific ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Metric"]}," you want to track. Use the available options to configure the accounting method, add a dimension, and apply one or more filters."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The report types available for metric creation are listed below."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"balance-sheet","__idx":6},"children":["Balance Sheet"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The Balance Sheet report type provides a snapshot of financial position at a point in time, capturing the company's assets, liabilities, and equity. From this data, finance teams can assess solvency, monitor how total liabilities are shifting relative to assets, and track ownership equity across reporting periods."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/eye-open.01fa8df107050486c946fe7375d84f07ab920629bcee3449d51d3976a4cea5cc.419bb737.svg","alt":"see","withLightbox":false,"style":"vertical-align: text-bottom;"},"children":[]}," ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["In QuickBooks:"]}," Go to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Reports"]}," and open the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Balance Sheet"]}," report to view the data this report type exposes."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":3,"id":"profit-and-loss","__idx":7},"children":["Profit and Loss"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The Profit and Loss report type summarizes revenue, costs, and expenses over a selected period, showing how much the business earned or lost. From this data, finance teams can measure gross and net profitability, identify cost trends, and evaluate operational performance across different time frames."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[{"$$mdtype":"Tag","name":"Image","attributes":{"src":"/assets/eye-open.01fa8df107050486c946fe7375d84f07ab920629bcee3449d51d3976a4cea5cc.419bb737.svg","alt":"see","withLightbox":false,"style":"vertical-align: text-bottom;"},"children":[]}," ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["In QuickBooks:"]}," Go to ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Reports"]}," and open the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["Profit and Loss"]}," report to view the data this report type exposes."]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"datasets","__idx":8},"children":[{"$$mdtype":"Tag","name":"img","attributes":{"src":"/assets/lock.2fb1bbc208afcc03d15a0a45f22bdf7f830322016e038e5721965851130807af.419bb737.svg","alt":"lock"},"children":[]}," Datasets"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The ","QuickBooks"," integration supports the creation of ",{"$$mdtype":"Tag","name":"MarkdownLink","attributes":{"href":"/understanding-datasets"},"children":["datasets"]},", which allow you to structure and format your ","QuickBooks"," data for more flexible reporting in Databox. By organizing your data into a tabular format, datasets make it easier to filter, segment, and visualize key metrics across projects, clients, and team members."]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["The entity relationship diagram (ERD) below illustrates how data is organized within the ","QuickBooks"," integration, displaying the available ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["views"]}," and ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["columns"]},", as well as the relationships between them (primary and foreign keys). This diagram represents the ",{"$$mdtype":"Tag","name":"strong","attributes":{},"children":["schema"]},", or structure, of the data and helps you understand the underlying data model. With this context, you can create datasets using the relevant views and columns to build custom metrics tailored to your reporting needs."]},{"$$mdtype":"Tag","name":"SchemaExplorer","attributes":{"integrationKey":"QuickBooks"},"children":[]},{"$$mdtype":"Tag","name":"Heading","attributes":{"level":2,"id":"resources","__idx":9},"children":["Resources"]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":["For comprehensive details on metrics, data availability, templates, specifications, usage guidelines, and other key information, refer to the resources listed below."]},{"$$mdtype":"Tag","name":"Cards","attributes":{"columns":4,"cardMinWidth":240},"children":[{"$$mdtype":"Tag","name":"IntegrationResources","attributes":{"integrationKey":"quickbooks"},"children":[]}]},{"$$mdtype":"Tag","name":"Faq","attributes":{},"children":[{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"Is QuickBooks Desktop supported?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["No. The Databox integration is only compatible with QuickBooks Online."]}]},{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"What does 'Adjust gain and loss' do in the metric builder?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Enabling this option includes unrealized gains and losses in the report data. Unrealized gains and losses arise from changes in the value of assets — such as foreign currency holdings or investments — that have not yet been sold or settled. Leave this disabled if you want to report on realized figures only."]}]},{"$$mdtype":"Tag","name":"FaqItem","attributes":{"question":"What is the difference between Accrual and Cash accounting methods?"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Accrual accounting records income when it is earned and expenses when they are incurred, regardless of when cash is received or paid. Cash accounting records transactions only when cash actually changes hands. The same metric can return different values depending on the method selected, so use the method that matches how your business reports its financials."]}]}]},{"$$mdtype":"Tag","name":"p","attributes":{},"children":[" "]},{"$$mdtype":"Tag","name":"Cards","attributes":{"columns":4,"cardMinWidth":160},"children":[{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Ask Genie","icon":"genie","to":"https://app.databox.com/genie","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Get instant answers or help with your data using the in-app AI assistant."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Talk to an expert","icon":"assistance","to":"https://meetings.hubspot.com/databox-meeting/account-management","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["For customers: Get help with your setup, strategy, or making the most of Databox."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Book a demo","icon":"eye-open","to":"https://meetings.hubspot.com/databox-meeting/ref-knowledge-base","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["New to Databox? See how it works and get guidance on getting started."]}]},{"$$mdtype":"Tag","name":"FooterCard","attributes":{"title":"Send an email","icon":"help","to":"mailto:help@databox.com","variant":"elevated"},"children":[{"$$mdtype":"Tag","name":"p","attributes":{},"children":["Reach out to support for help with your account, data, or technical issues."]}]}]}]},"headings":[{"value":"Integrate QuickBooks with Databox","id":"integrate-quickbooks-with-databox","depth":1},{"value":"Connection","id":"connection","depth":2},{"value":"Before you begin","id":"before-you-begin","depth":3},{"value":"Step 1: Add or choose a connection","id":"step-1-add-or-choose-a-connection","depth":3},{"value":"Step 2: Select a company","id":"step-2-select-a-company","depth":3},{"value":"Metric Builder","id":"metric-builder","depth":2},{"value":"Balance Sheet","id":"balance-sheet","depth":3},{"value":"Profit and Loss","id":"profit-and-loss","depth":3},{"value":"Datasets","id":"datasets","depth":2},{"value":"Resources","id":"resources","depth":2}],"frontmatter":{"slug":"integrate-quickbooks-with-databox","seo":{"title":"Integrate QuickBooks with Databox","description":"Connect QuickBooks to Databox and track balance sheet, profit and loss, and financial metrics alongside all your other business data."},"keywords":{"includes":["Quickbooks","Quickbooks metrics","Quickbooks balance sheet","Quickbooks profit and loss","connect Quickbooks"]},"metadata":{"userRole":"Users, Editors, and Admins","accountType":"All accounts","plan":"One or more features exclusive to select subscription plans or add-ons"}},"lastModified":"2026-05-27T11:00:17.000Z","pagePropGetterError":{"message":"","name":""}},"slug":"/integrate-quickbooks-with-databox","userData":{"isAuthenticated":false,"teams":["anonymous"]},"isPublic":true}