Zoho Analytics and QuickBooks Integration: Get Advanced Analytics to Manage Accounting

| September 16, 2021, By Bob Ritter.

Zoho Analytics and QuickBooks Integration

Zoho Analytics is a self-service business intelligence and analytics software. Zoho Analytics lets businesses import data from any source and analyze them through visual reports. If you’re using QuickBooks for managing finances, sales automation tool for managing sales and other tools to power your operations, you need Zoho Analytics to discover hidden insights from all your data sources. If your data sources are not integrated, your data remain locked up in silos. Break down the data silos and create a single source of truth that your whole organization can rely on by integrating Zoho Analytics with QuickBooks and other tools.

Zoho Analytics seamlessly integrates with QuickBooks Desktop and QuickBooks Online to help your business get a high-level view of your accounting data. The integration allows you to generate insightful reports on accounts, bills, invoices, customers, payment histories, and much more.

 

Why integrate Zoho Analytics with QuickBooks? 

Zoho Analytics and QuickBooks integration allows you to get an insight into your accounting process and make better decisions faster. Once you connect your QuickBooks data to the BI tool of Zoho, all your data remains in one place. No need to funnel your data manually. You can create insightful reports & dashboards over your QuickBooks data. With advanced financial analytical capabilities, you can focus on your real work and make smarter decisions.

 

Advanced Analytics for QuickBooks

Zoho Analytics provides connectors to integrate QuickBooks Online and QuickBooks Desktop with Zoho’s BI tool. The QuickBooks Advanced Analytics Connector (QuickBooks Connector) enables you to import your QuickBooks Online and Desktop data into Zoho Analytics for in-depth financial analysis.

 

Advanced Analytics for QuickBooks-Zoho Analytics and QuickBooks Integration

 

The data from the following modules will be synchronized into Zoho Analytics on setting up this integration.

  • Accounts
  • Billing and transactions
  • Checks
  • Credit memos
  • Customers
  • Estimates
  • Invoices
  • Payments
  • Sales orders, and receipts
  • Vendors and credits
  • Payroll item wages
  • Journal entries
  • Employees
  • Sales rep
  • Classes

Zoho Setting and Analytics and QuickBooks Integration

 

Benefits of Zoho Analytics and QuickBooks Integration

  • This integration helps you do a powerful analysis of your QuickBooks data. Find bills trend by count, outstanding revenue details, purchase order funnel and much more.
  • Take leverage of over 50+ handpicked reports/dashboards in Zoho Analytics to create financial reports.
  • Use the drag-and-drop interface of Zoho Analytics to create reports with no IT help or technical knowledge.
  • Share these reports with your team members via email whenever you want.
  • Export your financial reports as PDF, excel files or images if you need to give a presentation.
  • Embed financial reports on websites and blogs.

 

Benefits of Zoho Analytics and QuickBooks Integration-Zoho Analytics and QuickBooks Integration

 

About Zoho Analytics

Zoho Analytics is a self-service BI and data analytics software that lets you prepare and analyze your data, convert raw data into insightful reports, and identify outliers and predict the future. Zia, Zoho Analytics’ intelligent analytics assistant, powered by Machine Learning and Artificial Intelligence helps you generate reports and KPIs in seconds.

QuickBooks Desktop Analytics is bundled free for all the paid users of Zoho Analytics. Click to learn more about Zoho Analytics pricing.

About Zoho Analytics-Zoho Analytics and QuickBooks Integration

 

About QuickBooks

QuickBooks is accounting software that is geared mainly toward small and medium-sized businesses. It helps you track sales, create and send invoices, manage and pay bills, accept payments, and know how your business is doing at any time.

 

About QuickBooks-Zoho Analytics and QuickBooks Integration

 

Connect QuickBooks to Zoho Analytics

Bring your QuickBooks data to Zoho Analytics for easy report generation, financial data analysis, and interpretation. At First Direct Corp, our Zoho experts make it simpler for businesses to integrate all the apps into their Zoho system. Our integration services allow organizations to sync and access data from a centralized system. As a Zoho Authorized Partner, we will help you integrate QuickBooks with Zoho Analytics seamlessly to ensure you can analyze important financial data with advanced analytics. Contact us to discuss your integration needs or call (845) 221-3800. 

Bob Ritter

President

(845) 221-3800

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