Integrations are data sources that you can connect through Calqulate to automate the process of financial reporting. Calqulate has a plug-and-play integration with QuickBooks, which imports all your customers, products, sales invoices and payments.
Once connected, the data from your QuickBooks account will be displayed in the Financial Reporting Dashboard and help us to calculate your growth metrics and cash runway. Calqulate also saves your customer data, sales invoices and payments in the Customers and Products menus and automatically detects subscriptions from QuickBooks sales invoices.
Before setting up your QuickBooks Integration
Before you set up your integration we kindly ask you to grant your Calqulate onboarding specialist a "Read-Only" access in Quickbooks by adding the address [email protected]. This helps us to identify if discrepancies are caused by internal or external factors. For example if there is an unbooked revenue in the accounting software or an undeclared expense.
Therefore, please login to your QuickBooks account. First click Company and Set Up Users and Passwords. Choose Set Up Users and Add User. After clicking Next, you can each user access roles. Go to Selected Areas of QuickBooks and confirm with Next. Please choose Selective Access and follow the on-screen prompts that will walk you through the rest.
How to set up the QuickBooks Integration
Let's get your QuickBooks integration set up. Firstly, go to the left-hand menu and click on your account > Settings.
Under Settings, you'll find the Integrations tab and then QuickBooks.
For your 14-day free trial, we won't charge you for integrating QuickBooks as a thank you for trying out Calqulate.
When your free trial ends, you'll still be able to see the data you imported. However, you'll need to subscribe to one of our plans to continue to import data from QuickBooks. Upgrade to one of our plans anytime in Settings > Subscription.
Click Connect now and Connect to QuickBooks.
Note: It is possible to add two or more of the same type of integration. For instance, you might have two QuickBooks accounts associated with your company which each serve a different region (EU vs. US). Therefore, please create a unique Name for each integration you add.
Next, you'll be taken to an external page where you need your details ready to log in to QuickBooks. Depending on the volume of your data, syncing can take up to 15 minutes.
Note: You might need to refresh your browser in order to see your integration as Active.
When directed back to Calqulate, you'll see a list of your current integrations. Check that the Status for your QuickBooks integration reads Active.
That’s it, you’re done, and your integration is now added.
Where to see the data from your QuickBooks integration
Once your account is connected, check out the Financial Reporting Dashboard and Cashflow Dashboard. Here you'll find most of the data imported from your QuickBooks account.
There are also a few places to check your data is coming through successfully:
💡 Calqulate Tip: Now that you've integrated QuickBooks, try adding a Subscription Management Software integration such as Stripe or Chargebee, to pull all your financial data to one place and get the most out of Calqulate.
Updated 6 months ago
After setting up your integrations you might want to check the following pages: