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QuickBooks powers accounting, billing, and payments for software organizations. SaaSGrid's QuickBooks integration gives you full visibility into your business efficiency, cashflow, and financial metrics.
You can link your QuickBooks account to SaaSGrid here. Log in to your account to connect QuickBooks to SaaSGrid. Once the account is linked, you should see the QuickBooks account in the Linked Accounts tab on SaaSGrid.
Once the account is linked, you can configure QuickBooks directly in SaaSGrid. To access Quickbooks data in SaaSGrid, navigate to the Data Source tab in the left pane and click on + Data Source in the top right corner. SaaSGrid will automatically pull the data from your Linked Account.
Now that the data is connected to SaaSGrid, you'll need to configure rules to ensure that SaaSGrid is classifying your accounting data correctly. These rules can be updated at any time under the Data Source Detail Page.
Each transaction source will pull in a category from QuickBooks that can automatically map to one of four SaaSGrid categories: Cost of Goods Sold (COGS), General and Administrative (G&A), Sales and Marketing (S&M), and Research and Development (R&D). SaaSGrid will automatically assign categories based on their name, and you can change what category the expense category maps to manually in the dropdown.
In Aggregation, SaaSGrid can show expenses based on a monthly, quarterly, or yearly aggregation.
In Start Date, select the first period that you want to pull expenses from QuickBooks in. Selecting "First Month" will pull in the earliest month of expense data.
In End Date, select the last period that you want to pull expenses from QuickBooks in. Selecting "Last Full Month" will pull in the last complete month of expense data.
In Groupings, select how SaaSGrid should group expense categories. Note that since the groupings specified are Class and Location, the "G&A" class is grouped by different locations.
Once the expense settings are configured, click on Save & Next to advance to the Cash tab.
Under Cash, you'll see a similar menu with the same options as Expenses.
In Aggregation, SaaSGrid can show expenses based on a monthly, quarterly, or yearly aggregation.
In Start Date, select the first period that you want to pull expenses from QuickBooks in. Selecting "First Month" will pull in the earliest month of expense data.
In End Date, select the last period that you want to pull expenses from QuickBooks in. Selecting "Last Full Month" will pull in the last complete month of expense data.
In Groupings, select how SaaSGrid should group expense categories. Note that since the groupings specified are Class and Location, the "G&A" class is grouped by different locations.
Click on Save & Next in the top right corner to save the date settings, expense and cash categories, and groupings.
To add the QuickBooks data to a new workspace, navigate to the Workspaces tab on the left pane and click on + Workspace in the top right corner. Select the QuickBooks integration as the accounting Data Source. Once the workspace is created, you'll be able to add the QuickBooks integration to the workspace.
To add the Quickbooks data to an existing workspace, navigate to the Workspaces tab on the left pane and click on the three dots on the workspace. Click Edit and select the QuickBooks integration as the accounting Data Source.
