Here at Neat Data, we’ve noticed something interesting: many companies are still deeply committed to QuickBooks Desktop. While Intuit pushes users to move to QuickBooks Online, there’s a loyal segment of the business world that prefers the Desktop version. Why? Because for many, Quickbooks Desktop offers faster processing and strengthened reporting capabilities. In simple words, you can say that it’s the system they know and trust.
But there’s a catch: QuickBooks Desktop is limited by its on-premise deployment model. That means your financial data lives on local machines or servers, which can make sharing insights with remote teams, executives, and non-QuickBooks users difficult. That’s exactly where Neat Data steps in.
Enter Neat Data: Seamless Power BI Dashboards for QuickBooks
Whether you’re managing a B2B sales force, running a distributor operation, or just dealing with high-volume transactions, Neat Data gives you the ability to bring your QuickBooks Desktop data to life in Power BI. In short, Power BI can be a game changer without messy imports or hours of manual setup.
We’ve built pre-configured dashboards that connect with your QuickBooks Desktop data out-of-the-box. That means:
- No complex data modeling required.
- No reinventing the wheel.
- Just clean, visual insights from day one.
Power BI in the Cloud — For Everyone
Best of all, Neat Data makes these dashboards accessible in the cloud, making it accessible to anyone in your organization.
Even if your finance team is working in QuickBooks Desktop locally, your sales team, managers, or executives can access interactive dashboards anytime, anywhere, in real-time with no QuickBooks login required.
It’s the perfect solution for companies who need:
- Robust accounting features from QuickBooks
- Cloud-based reporting and company- wide visibility
What Does “Power BI Heaven” Look Like?
Here’s what Neat Data + QuickBooks Desktop delivers:
- Real-time Sales Dashboards: Monitor trends in gross margin, revenue trends, top customers, and product-level performance.
- Customer Scorecards: Give your sales team visibility into customer buying behavior, frequency, and profitability.
- No spreadsheets required!
Why This Matters for B2B Companies
If your business depends on repeat customers, large orders, and relationship-driven selling, you can’t afford to fly blind. This means, visibility into financial and operational data is crucial. Without it, decision making can become reactive and inefficient.
Neat Data helps QuickBooks Desktop users to have a modern insight. All this without having to change the system they’ve trusted for years.You don’t need to compromise.
In short: with Neat Data you don’t have to choose between the familiarity of QuickBooks Desktop and the advanced, cloud-based insights of Power BI. With Neat Data, you get both, and you get them in the cloud.