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Neat Data for Quickbooks
Get insight into key business measurements using QuickBooks data.
Neat Data’s QuickBooks integration smoothly gathers all of your data into visual dashboards and strategic reports that you can filter and edit to meet your needs.
QuickBooks Overview
QuickBooks is an accounting software for small to medium-sized businesses. It offers on-premises accounting applications as well as cloud-based versions. Businesses use Quickbooks to manage the financial health of their business. It can be used to track income and expenses, accept business payments, manage and pay bills, and payroll functions.
Why businesses use Neat Data for QuickBooks reporting
Businesses that have high-volume, transactional sales models need more functionality than QuickBooks’ reporting capabilities provide. Neat Data QuickBooks clients use Neat Data to add custom attributes to products such as production categories and sales regions; track sales across these categories toward their custom sales goals month by month.
Neat Data’s QuickBooks integration gives our clients a complete sales analytics platform that provides wholesale account management and sales team performance monitoring.
Key Features
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Cloud-based QuickBooks analytics and reporting
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Set monthly sales goals (budgets) and automatically monitor progress
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Supports custom reporting categories for product SKUs, customers and more
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Works with QuickBooks Desktop and QuickBooks Online
Datasets
Neat Data’s integration with QuickBooks utilizes sales transaction data for sales analysis and reporting.
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Sales Transactions – This includes information about what products customers purchased, when they purchased them, and who made the purchase. It also includes information about how much customers spent in total and any discounts or promotions they used.
- Order Data – This includes information about the products customers ordered, when the customer ordered them, and how they paid for them. It can also include information about any special instructions or requests the customer made.
- Sale Gap Identification – Highlights scenarios where the customer regularly purchases a product but then stops.
Integrate QuickBooks data with other business sytems in Neat Data
Integrate Neat Data business analytics with your other business software or systems of measurement to see all of your business data in one, secure location. Learn more about Neat Data’s complete data pipeline.