A guide on how to integrate your QuickBooks account with Plecto.

Last updated: July 27, 2022

Plecto integrates with QuickBooks Online

This integration works with QuickBooks Online. If you try to integrate with QuickBooks Desktop version, the integration will not work.

Plecto offers a long list of data types you can import from QuickBooks. For each data type you import, Plecto will create one data source. Find the list of data sources under Data management > Data sources. Here are all the data types you can currently import from QuickBooks to Plecto:

  • Accounts
  • Activities
  • Bill lines
  • Bills
  • Customers
  • Estimate lines
  • Estimates
  • Invoice lines
  • Invoices
  • Items
  • Purchase lines
  • Purchases
  • Vendors
Technical details

Visit our QuickBooks integration page to find more detailed information on the available data types, update frequencies, custom field support, and more.

  1. Go to Data managementData sources > + New data source > QuickBooks.
  2. Click Next and log in to your QuickBooks account.
  3. Select the data types you want to import to Plecto.
  4. (Optional) Expand the Advanced settings to change the data source title, default date field used in formulas, or other settings. You can access the settings also after you've created the data source.
  5. Click Next to continue and import your data.

To help you get started, Plecto imports a month's worth of data automatically. If you want to have older data in your data source, open your data source settings and click Import more data. Follow this guide for more instructions: Manual Refresh and Import of Data.

Start building your dashboards and KPIs

Go to Visualization > Dashboards > + New dashboard and start building your QuickBooks KPIs. For more help, go to Create a Dashboard or How to Build a Formula.

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