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    Advanced QuickBooks Reporting with Zoho Analytics: How to Set-up

    Advanced QuickBooks Reporting with Zoho Analytics: How to Set-up

    Zoho Analytics, a self-service BI and data analytics software, helps you analyze your QuickBooks Online and Desktop data with a wide range of reporting and rich visualization options. Advanced QuickBooks Reporting powered by Zoho Analytics helps you derive actionable insights and make smart business decisions. Let’s check out how you can analyze your QuickBooks data with Zoho Analytics and how it empowers you to make better decisions.

    QuickBooks Online and Desktop data

    Setting Up Zoho Analytics connector for QuickBooks Online

    Here are the step-by-step instructions to set up the QuickBooks Advanced Analytics add-on in Zoho Analytics:

    1. From Zoho Analytics Dashboard, go to Import Your Data tab and click Import from QuickBooks.

    QuickBooks Advanced Analytics add-on

    2. On the Import from QuickBooks dialog box, change the Workspace name and description. Click Connect to QuickBooks.

    QuickBooks dialog box

    3. Log in to your QuickBooks account to allow Zoho Analytics to import data from QuickBooks. Once authenticated, click Next.

    QuickBooks account to allow Zoho Analytics

    4. Select the modules you want to import the data from. 

    Select the modules you want to import the data from

    5. Select timezone. On the next window for Schedule Import Settings, you can select the schedule for importing data at regular intervals.

    Select timezone

    The data import process will take from a few minutes to a couple of hours. Once the import is complete, you will receive an email notification. You can go to your QuickBooks Analytics Workspace to view data. 

    Use pre-built reports to analyze your invoices, profit & loss, track your overall accounting performance and do much more.

    QuickBooks Analytics Workspace to view data

    QuickBooks Advanced Analytics integration powered by Zoho Analytics enables you as an analyst to proactively manage, measure, and derive analytical insights from your QuickBooks Online and Desktop data.

    1. Detailed Insights: The integration of Zoho Analytics and QuickBooks help you get a birds-eye view of all your financial metrics like purchases, invoiced amount, profits, products, inventory, payables, sales, and receivables.

    2. Collaborative analytics: Zoho Analytics offers fine-grained access control options when sharing reports and dashboards with your co-workers and clients.

    manage, measure, and derive analytical insights from your QuickBooks

    3. Various Reporting Components: Use a wide variety of charts, pivot tables, KPI widgets, and tabular view components in Zoho Analytics to create visually appealing reports for QuickBooks data.

    4. Email, export, and print reports: You can print or export reports for offline access. Schedule your reports to be emailed automatically to the given recipients.

    Analyze your QuickBooks data today

    5. Contextual alerts: Set conditions and get notified of any anomalies in your financial data through contextual alerts.

    6. Cross-functional reports: Combine QuickBooks data along with data from other sources, such as Zoho CRM, Google Analytics, Mailchimp, Salesforce, Zendesk, Zoho Projects, and more to create cross-functional reports.

    Analyze your QuickBooks data today

    Zoho Analytics is a full-featured business intelligence (BI) and reporting tool that can slice and dice your QuickBooks data to create any report you require. Integrated QuickBooks with Zoho Analytics and discover hidden insights in minutes. If you need expert assistance in connecting Zoho Analytics with QuickBooks, contact us at (845) 221-3800 or fill out our online form here to send your queries to us.

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      First Direct Logo - ZOHO Partners
      ZOHO Authorized Partner

      Bob Ritter
      President
      (845) 221-3800

      First Direct Logo - ZOHO Partners
      ZOHO Authorized Partner

      Bob Ritter
      President
      (845) 221-3800