SEE YOUR QUICKBOOKS DATA IN DASHBOARDS
Tired of manually exporting data and creating reports in Excel? Learn how we can help.
We can help visualize your QuickBooks data.
AUTOMATICALLY REFRESH YOUR DASHBOARDS AND PIVOT TABLES
While QuickBooks provides a lot of reports, they are all text reports displayed in rows and columns. You have to purchase add-on products to get graphical, interactive reports.
Some of our clients do property and portfolio accounting in their property management system, and use an external accounting system, such as QuickBooks, for accounting for holding companies and construction and development companies.
If consolidated reporting is required, our QuickBooks connector for Power BI or Tableau makes this possible.
If you would like to build a custom dashboard that contains data from QuickBooks and your other systems, we can help.
Interested in a custom-built QuickBooks dashboard? Call us at 248-601-6400 or book a meeting here:
QUICKBOOKS DASHBOARD ARCHITECTURE
The diagram below shows how a custom dashboard for QuickBooks is built with RentViewer.
We connect to your QuickBooks database using our custom connector.
We pull that data into a centralized data warehouse that allows us to build custom reports and dashboards in tools such as Power BI and Tableau. We maintain the data warehouse to make sure that your data is secure, accurate, and updated automatically.
We take care of everything on the back-end so you can focus on using your data to improve your business.