Connect QuickBooks to SaaSGrid

Bringing your expenses into SaaSGrid allows you to analyze your business efficiency, such as CAC Payback or Burn. You can add your expense data via our Files template or our QuickBooks Integration.

Before you integrate with SaaSGrid, you will want to balance your books on QBO. Go through all your transactions and categorize them, which you can learn how to do so here.

After you link your QuickBooks account to SaaSGrid, you will create a Data Source. For every Data Source, you’ll need to set up your Rules so SaaSGrid interprets your QuickBooks data correctly. These Rules can be updated at any time under the Data Source Detail Page.

Click here to get a step-by-step walkthrough on your Rules setup for QuickBooks/Sage.