QuickBooks Online
Azure SQL Server
Tableau
Tableau Quickbooks Online connector by Vidi is the most convenient connector on the market as it solves multiple problems:
Have you spent dozens of hours trying to make the native Tableau QuickBooks Online connector work for your business? Have you also found it difficult to make your numbers in Tableau match to what you see in QuickBooks Online?
Our connector offers an easy solution to this problem because of its convenient data format! All the data is grouped into tables like P&L, Balance Sheet, Cash Flow, etc. No need to blend the data from dozens of different tables as it is already blended for you by us! You can also drill down to specific transactions that make up the values of your accounts.
If you have multiple QuickBooks Online accounts (perhaps you run an accounting practice or a group of companies), you will need some way to combine their data together. Our Tableau QuickBooks Online connector allows you to connect to multiple companies and combine their data in a single file!
Why reinvent the wheel and try to recreate the Quickbooks P&L, Balance Sheet and Cash Flow statements in Tableau yourself? Use our free Quickbooks Tableau template to visualise your financial statements in 5 minutes!
Learn more about our connector below:
We offer a no-code integration that extracts the data from the Quickbooks Online API into an Azure SQL Server database. This database can then be connected to Tableau using the native Azure SQL Server connector. The integration between Azure SQL Server and Tableau is very stable even for large volumes of data and allows our clients to set up additional data security rules on Azure.
Install
Find the Quickbooks Online connector inside of our client portal and click install. This will create all the tables inside of the selected database. Your data will later flow to these tables.
Connect new company
Authenticate to your Quickbooks Online account and select one or more companies you want to connect to.
Wait for the data to sync
The first database refresh will take a few hours as all the historical data will be extracted. Every refresh afterwards will take a couple of minutes. You can use the refresh status tab to view the refresh status.
Install our free Quickbooks Tableau template
Install our free Quickbooks Tableau template to visualise your data in Tableau in 5 minutes! Feel free to customise the PBIX file afterwards!
Our Tableau Quickbooks Online connector extracts data in a very convenient format saving you dozens of hours in data blending efforts. You will get tables like:
Additional customisations are available upon request.
Old price of the dashboard – $3000
New price – free with the purchase of our connector.
$1200 per year
14 days free trial
Unlimited number of Quickbooks Online accounts
Automated data refresh
Challenge
Fractional CFO Consultancy
The client has an ongoing need to report to 35 clients based on the standard Tableau templates. Extracting data manually into Excel used to take 6 hours per month, resulted in manual errors and the process wasn’t scalable.
Solution
The Tableau Quickbooks Online connector by Vidi was used to extract data automatically from all the clients and combine it in a single database.
Challenge
Retail Company
The client is the CEO of the retail company with 5 locations with one Quickbooks Online account per location. They needed some way of viewing the data of all the 5 locations together.
Solution
The client used the “add a company” feature of the Tableau Quickbooks Online connector by Vidi to add all 5 of their QBO accounts into the same dataset. As a result, they were able to see the data for all the 5 companies together in a Tableau management report.
Challenge
Software Development Company
The client struggled with building the Tableau reports from the native Quickbooks Online Connector. After spending dozens of hours trying to blend the data and not getting their numbers to match, they inquired about our connector.
Solution
The easy data format inside of the Tabaleau Quickbooks Online connector by Vidi allowed the client to build the custom reports they needed with ease!
The product gave me the ability to analyze data more in-depth and on a cost-center level. This automated previously very time consuming tasks.
Carl De Geer
Ivisys
The product gave me the ability to analyze data more in-depth and on a cost-center level. This automated previously very time consuming tasks.
Carl De Geer
Carl De Geer
