Revenue
QuickBooks
In progress
Sales, invoices, expenses and profit and loss.
Built. Opens to customers once Intuit approves our app.
Checked against the app on .
What it reads
- Sales
- Invoiced revenue
- Expenses
- Payments received
- Outstanding receivables
- Gross profit
- Net income
- Net margin
How it can be cut
- Customer
- Income account
- Invoice status
- Expense category
Status history
- In progress
Built. Opens to customers once Intuit approves our app.
Each change here is also an entry on the changelog.
How the figures are kept
- Profit and Loss lines follow the company's own accounting basis, a month at a time.
What it does not do
- Money is in the company's home currency.
- Receivables are recorded daily from the day you connect.
Connecting
- Sign in with Intuit, choose your QuickBooks Online company and approve access to its accounting data.
- That company is connected automatically. There is nothing else to pick.
Read-only wherever the provider allows it. Tokens are encrypted at rest and a connection can be revoked at any time.
How data is handledOnce connected
- Pulled daily at the hour your workspace chooses, with fourteen months of history where the provider allows.
- Every figure keeps the request and response that produced it.
- Available to every answer, dashboard and deck in the workspace.