Add QuickBooks Desktop Connectivity to Tableau A powerful set of certified data connectors that simplify the process of accessing enterprise data in real-time. Connect with QuickBooks Desktop data from Tableau Deskop, Tableau Server, & Tableau Data Management solutions. Compare QuickBooks Desktop Pro 2021, QuickBooks Premier 2021, and QuickBooks Enterprise 21.0. Find the right QuickBooks Desktop product for your business.
Once that is done, you need to follow the steps given below: Step 1: Connect with QuickBooks Online from Tableau Step 2: Authorize the Connection between QuickBooks and Tableau Step 3: Select the Tables to Extract from the Data Source. Tableau displays QuickBooks dashboard using QQube out-of-the-box starter example. QQube™ Delivers QuickBooks to Tableau. Reduce by 80% the time it takes to get started using raw connectors. No need to spend days reverse engineering data relationships. Conclusion: QuickBooks Desktop Premier is one of the most extensive QuickBooks products offered by Intuit. This bookkeeping software is truly all a small business could ask for with its robust feature set, including more than 150 detailed reports, industry-specific files, menus, and accounts and the ability to create sales and expense forecasts and business plans.
Many BI (Business Intelligence) tools are helping organizations make effective data-driven decisions and gather valuable insights from their data. Tableau is one such BI tool that helps companies leverage their data and visualize it by building compelling reports and dashboards. This tool helps organizations integrate data from multiple sources and streamline the process of acquiring insights from that data.
Another tool that is well-known in the Accounting domain is QuickBooks Online. QuickBooks Online is an accounting software that helps businesses handle their finances and resources on time. QuickBooks Tableau Integration is a new technique that helps transfer QuickBooks Data into Tableau. Organizations can also use the features and advantages of both technologies in an efficient manner. By setting up QuickBooks Tableau Integration, you can visualize all your customer and financial transactions regularly and make strategic decisions from them.
In this article, you will learn how to set up QuickBooks Tableau Integration. You will also get an overview of both Tableau and QuickBooks Online to better understand these technologies individually. Read along to find out how you can integrate QuickBooks and Tableau for your business.
QuickBooks Online is an accounting software that is developed and maintained by Intuit. It was initially released in 1983 as its beta version and was officially released on the Windows platforms in 2019. QuickBooks Online primarily focuses on small and medium-sized companies by offering On-premise and Cloud-based accounting applications. QuickBooks Online houses many capabilities including accepting Business Payments, Managing and Paying bills, and Payroll functionality.
QuickBooks Online has helped organizations keep track of their budget, handle their financial transactions and make the organization more data-driven while ensuring flexibility, security, and reliability in all their processes.
Key Features of QuickBooks Online
QuickBooks Online houses a wide range of features which makes it a better choice as compared to other accounting software. Some of these are as follows:
With Quickbooks Tableau Integration, you can use the flexible accounting features of QuickBooks and the visualization, reliability, and security abilities of Tableau, all in one package.
To learn more about QuickBooks Online, click this link.
Tableau is a BI and Data Visualization platform founded in 2003 by Christian Chabot, Pat Hanrahan, and Chris Stolte. It became immensely popular as every organization wanted to gather valuable insights from multiple data sources and simultaneously collaborate with the employees of the organization. Visualization is a great way to analyze a huge amount of data and that is exactly what Tableau does.
Tableau has helped leading organizations across industries cut down their processing time and make their business more data-driven while ensuring flexibility, security, and reliability in all their processes.
Key Features of Tableau
Tableau has a wide range of features which makes it a better choice over other BI tools. Some of these are as follows:
With QuickBooks Tableau Integration, you get the flexible features of Tableau and the financial and accounting capabilities of QuickBooks Online, to constantly monitor your data.
To learn more about Tableau, click this link.
This method involves using Tableau Desktop to connect with QuickBooks to set up a data source, that helps extract tables on QuickBooks in order to view, analyze and report this data from that data source on Tableau.
Hevo Data provides a hassle-free solution and helps you directly transfer data from QuickBooks Online to Tableau and numerous other BI tools without any intervention in an effortless manner. Hevo is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Hevo’s pre-built integration with QuickBooks Online along with 100+ other data sources will take full charge of the data transfer process, allowing you to focus on key business activities.
Get started with Hevo today! Sign up for the 14-day free trial!
There are 2 methods you can use to set up QuickBooks Tableau Integration:
In this method, you will use Tableau Desktop to connect with QuickBooks data, set up a data source, and extract the tables from it so that you can visualize that data on Tableau. This feature is part of Tableau 10 and is available as part of the beta version as of now.
To do this, you need to have a QuickBooks Online account, username, and password. Once that is done, you need to follow the steps given below:
The first step of setting up the QuickBooks Tableau Integration is to open Tableau and click on Connect > Intuit QuickBooks Online. The home page for Tableau Desktop is shown below.
n case you want to see all other connectors, you need to navigate to the To a Server section and then select the More button. This is shown below.
Once you finish this, the QuickBooks Online Authentication Window appears. Sign in to your QuickBooks admin account. In some cases, you may also have to perform a 2-factor authentication. Once this is done, you need to choose your company name. This is shown below.
The next step is to Authorize the connection between QuickBooks and Tableau. To do this, select Authorize optionto authorize QuickBooks and to securely share your data with Tableau Desktop. This is shown below.
If Tableau can’t make the connection, verify that your credentials are correct. If you still can’t connect, your computer is having trouble locating the server. Contact your network administrator or database administrator.
Once the connection between your QuickBooks account and Tableau has been established, your data source is ready. Next, go to the Table section and select and drag it onto the top of the canvas. You can click on the Sheet 1 tab to start your analysis. When you do this, Tableau will start importing the data by creating an extract.
Data can be updated by refreshing the extract. Creating extracts may take some time depending on the amount of data. This is shown below.
You can use the Sales & Expenses Line Item tables to build accounting reports such as Profit and Loss (P&L) statements and Balance Sheets. QuickBooks Online aggregates this information into sub-transactions in order to be easily understood. An example of such a transaction is shown below.
That’s it! You have successfully set up QuickBooks Tableau Integration using the manual method!
Some of the Limitations of this method include:
To overcome these limitations and integrate QuickBooks Online and Tableau quickly and efficiently, you can use Hevo’s No-code Data Pipelines. Check out the next method to understand how Hevo can help you integrate them within minutes.
Hevo Data, a No-code Data Pipeline helps you directly transfer data from QuickBooks and 100+ other data sources to Business Intelligence tools such as Tableau, Data Warehouses, or a destination of your choice in a completely hassle-free & automated manner. Hevo is fully managed and completely automates the process of not only loading data from your desired source but also enriching the data and transforming it into an analysis-ready form without having to write a single line of code. Its fault-tolerant architecture ensures that the data is handled in a secure, consistent manner with zero data loss.
Hevo takes care of all your data preprocessing needs and lets you focus on key business activities and draw a much powerful insight on how to generate more leads, retain customers, and take your business to new heights of profitability. It provides a consistent & reliable solution to manage data in real-time and always have analysis-ready data in your desired destination.
Hevo focuses on three simple steps to set up QuickBooks Tableau Integration:
Check out what makes Hevo amazing:
This article gave you a step-by-step guide on setting up QuickBooks Tableau Integration. It also gave you an overview of both QuickBooks Online and Tableau along with their features. Overall, QuickBooks Tableau Integration can be set up using either the manual method or by using Hevo, but if time and ease of use are a parameter for you, using automated data platforms like Hevo can help you to set up QuickBooks Tableau Integration in a smooth manner!
In case you want to integrate data from data sources like QuickBooks into your desired Database/destination and seamlessly visualize it in a BI tool of your choice such as Tableau, then Hevo Data is the right choice for you! It will help simplify the ETL and management process of both the data sources and destinations.
Want to take Hevo for a spin? Sign up here for a 14-day free trial and experience the feature-rich Hevo suite first hand.
Share your experience of setting up QuickBooks Tableau Integration in the comments section below!