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Custom QuickBooks Online dashboards

Import your data directly from QuickBooks and build customized dashboards that visualize your accounting KPIs in real time. Start tracking your business performance immediately with Plecto.

QuickBooks Online dashboard
QuickBooks Online
+
Plecto

Partner website

quickbooks.intuit.com

About QuickBooks Online

QuickBooks is a smart and simple accounting software that provides powerful accounting tools for small and growing businesses.

Additional help

docs.plecto.com

Tier

Silver

Custom QuickBooks Online dashboards

Plecto's integration with QuickBooks enables you to create a complete real-time overview of your accounting metrics. Display your KPIs on a variety of widgets - both on dashboards and reports - and use our gamification features to celebrate success or have some fun around the office!

Integrate QuickBooks and create dashboards focused on your accounts, activities, purchases, invoices, customers, and much more. Visualize your accounting KPIs on computers and TV screens around the office or access them from your mobile device with our free iOS and Android apps.

What types of data can you import from QuickBooks Online?

Bills

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Accounts

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Activities

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Bill Lines

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Customers

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Estimate Lines

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Purchases

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Estimates

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Invoice Lines

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Invoices

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Vendors

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
No

Items

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Purchase Lines

Update frequency
Every 2m

Default date field
Created on

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

Journal entry lines

Update frequency
Every 2m

Supports custom fields?
No

Supports automatic registration deletion?
No

Supports relations? (BETA)
Yes

How it works

1. Connect your data sources

One-click real-time integration with our dashboards to the most popular CRM, support and other business systems.

See our integrations

2. Build dashboards

Use our prebuilt KPI dashboards or customize your own by using formulas to calculate more advanced metrics.

Learn more about our dashboards

3. Boost team performance

Share real-time insights with your team and boost performance by 20% with visualizing data on dashboards.

Read our customer stories

Boost performance with real-time insights

Plecto is a data visualization software that helps you motivate your employees to reach new limits and stay on top of your business.