Summary
Business+P&L and balance sheet metrics from QuickBooks Online (coming soon). Requires [Business+].
Who this is for
Workspace members using QuickBooks Online with Elevale integrations and connected KPIs.
At a glance
Connection type: OAuth 2.0
Status: Coming soon
Plan: Business+
Automation and assistant access (no KPI data points).
Documentation in this folder
Quick start
Open Workspace Settings → Integrations and connect QuickBooks Online.
Complete authentication (OAuth popup, PAT paste, or API key) and select the account, property, repo, or location when prompted.
On KPIs & Dashboards, create a KPI, choose Connected, and pick your QuickBooks Online connection.
Select a data point from the catalog (see the Data points article in this folder for the full list).
Set a sync frequency. An initial sync runs after save; use Resync on the KPI card for on-demand updates.
Learn more
Full setup walkthrough: Setup & usage
Permissions and scopes: Access & permissions
Example dashboards and KPIs: Use cases