QuickBooks Online - Setup & usage
Summary
Business+Follow these steps to connect QuickBooks Online, create connected KPIs, and keep syncs healthy.
Who this is for
Workspace admins connecting QuickBooks Online or members building connected KPIs.
Before you connect
Confirm you have admin or integrator access to the QuickBooks Online account you want to measure.
Connection uses OAuth 2.0.
Only connect accounts your organisation owns or is authorised to report on.
Availability
Connect will appear in Integrations when the provider status is live for your organisation.
Requires Intuit developer OAuth credentials configured on the platform.
Create connected KPIs
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.
Review last sync time and error messages on the KPI detail page. Reconnect in Integrations if auth expires.
Sync frequency guidance
Daily - traffic, ads, engineering, and operational metrics reviewed weekly.
Weekly - summary KPIs for leadership dashboards.
Monthly / quarterly - finance and board-level accounting metrics.
Match frequency to how often you review the metric. Use Resync after configuration changes.
Disconnect and data retention
Disconnect from Workspace Settings → Integrations to revoke stored credentials and stop scheduled syncs.
Previously synced KPI history remains until you delete or convert those KPIs.
Subprocessors and data handling: Subprocessors and integrations