QuickBooks Online

QuickBooks Advanced Analytics

Zoho Reports Advanced Analytics for QuickBooks Online empowers you with financial analytical capabilities over your QuickBooks Online data. With this connector you can create insightful reports & dashboards over your QuickBooks data for indepth financial analysis.

General

  1. What is Zoho Reports?
  2. What is QuickBooks Advanced Analytics connector?
  3. Who can subscribe to the QuickBooks connector?
  4. What do I get when I subscribe to this connector?

Pricing

  1. How much does this connector cost?
  2. Do you provide trial evaluation for this connector?
  3. What do you mean by 'Users' in the pricing plan?
  4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

Setup

  1. How do I setup the Connector for my QuickBooks account?
  2. How long should I wait for my QuickBooks company data to initially appear in Zoho Reports?
  3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?
  4. How frequently can I synchronize my data with Zoho Reports?
  5. Can I edit the QuickBooks connector Synchronization setting?
  6. How do I disconnect my Quickbooks online connection with Zoho Reports?
  7. How do I reconnect my Zoho Reports database with Quick Books Online?
  8. Can I synchronize my QuickBooks company data instantly?
  9. In whose account will the QuickBooks connector be setup?
  10. How can I view the information about data synchronization between QuickBooks and Zoho Reports?
  11. What are the modules in QuickBooks on which I could create reports using this connector?
  12. How to create my own reports with this connector?
  13. Who has access to the reports I create?
  14. Can I setup the QuickBooks connector in any other existing databases (or in any other analytics database) ?
  15. Can I import data from multiple QuickBooks companies?
  16. How can I import data from multiple QuickBooks companies?
  17. Can I setup the Connector in an account other than the one who configures/sets up the trial?
  18. Can I transfer my QuickBooks connector to another admin account?
  19. How can I remove the setup?

Reporting Features

  1. What are the report types supported by Zoho Reports?
  2. What are the default reports & dashboards created by Zoho Reports, on setting up this connector?
  3. Can I modify the default reports that have been created by the Zoho Reports connector? If so, how?
  4. How do I create reports using fields/columns across different modules?
  5. What are 'Formulas' in Reports?
  6. What are the default formulas added by Zoho Reports, on setting up this connector?
  7. How do I create my own custom formulas in Zoho Reports?
  8. Can I add/modify data in the QuickBooks company data tables (modules) from within Zoho Reports?
  9. Can I add new columns to the QuickBooks company data tables (modules) from within Zoho Reports?
  10. Can I add new data tables in this reporting database to create reports & dashboards?
  11. Can I combine data from other sources with the data from QuickBooks to create reports and dashboards?
  12. Can I join data from multiple tables to create reports?
  13. What are Query Tables?

Users, Sharing & Collaboration

  1. How do I share the reports in Zoho Reports with my colleagues?
  2. Why are other members in my company not able to access the reports created?
  3. How can other members in my company create reports?
  4. What are the user roles available in Zoho Reports?
  5. Why can't other users edit the reports that I have shared to them?
  6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?
  7. Can I export a report/dashboard?
  8. How can I print the reports & dashboards created in Zoho Reports?
  9. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?
  10. How do I embed my reports in my intranet, blog or presentation?

Cross-Functional Analytics with Popular Business Applications

  1. What are the popular business applications that I can integrate QuickBooks Online with?
  2. How can I analyze the data from the business applications along with QuickBooks Online
  3. Will a relationship (lookup) be created between QuickBooks Online and the third party applications that I integrate it with?

Help & Support

  1. How do I get technical support on Zoho Reports connector?
  2. Can I have someone from Zoho do a Demo of this connector for me?

General

1. What is Zoho Reports?

Zoho Reports is an on-demand reporting and business intelligence solution that helps you derive insights on your business data through its powerful reporting and analytical capabilities. You can create dynamic reports in minutes, with no IT help.

It offers the following important capabilities:

2. What is QuickBooks Advanced Analytics connector?

QuickBooks Advanced Analytics Connector enables you to import your QuickBooks Online data into Zoho Reports for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Reports described above to QuickBooks users. 

3. Who can subscribe to the QuickBooks connector?

Any QuickBooks Online user who is an Administrator of the company in QuickBooks can configure this connector to analyze their QuickBooks company data. Please note that, only one setup is allowed per company in Zoho Reports.

4. What do I get when I Subscribe to this Connector?

As a QuickBooks Online users, subscribing to this connector brings you immense benefits. You get to look at your data in QuickBooks in ways you haven't looked at before. Using this Zoho Reports connector enables you to do powerful analysis of your QuickBooks Online data and create insightful reports & dashboards. You can create reports like Bills trend by count, outstanding revenue details, Purchase order funnel and much more with ease.

Zoho Reports drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your QuickBooks data with no IT help or technical knowledge and share them to your colleagues.

Pricing

1. How much does this connector cost?

The Quick Books Advanced Analytics connector is available from the Basic plan onwards.

Refer to the Zoho Reports pricing page.

To subscribe to a paid plan:

  • Log into Zoho Reports.
  • Click the Subscription link displayed in the top-right corner. A page displaying your current plan details will appear. 
  • You can subscribe to a paid plan by clicking the Upgrade button or on the Upgrade tab. 
  • Choose the plan that best suits your needs.
  • Once you have decided on the plan, click the Upgrade button available below the corresponding plan.
  • In the Plan and Connector Charges page that opens you can choose the subscription interval (either yearly or monthly). The total cost of the plan based on the subscription interval will be displayed at the bottom.
  • Click Proceed.
  • In the page that appears, enter the necessary credit card details, and click Make Payment.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of setup. Only one trial per company is allowed. 

3. What do you mean by 'Users' in the pricing plan?

Anyone to whom you privately share your databases, tables (data), reports and dashboards, created in Zoho Reports, for collaboration is considered a 'User' in Zoho Reports. A user is identified by his/her unique email address, with which their Zoho Reports account was registered.

Suppose you subscribe to the Zoho Reports Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Reports account is said to have 5 users (including yourself). Click to know more about the Zoho Reports user model. 

4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Reports, a row or record is defined in the same context as in a database (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Invoices", each row would represent a single invoice record. The number of rows calculated for pricing, is the sum of all rows/records stored across all your database tables in your Zoho Reports account.

Setup

1. How do I setup the Connector for my QuickBooks account?

Also refer:

2. How long should I wait for my QuickBooks company data to initially appear in Zoho Reports?

After configuring this connector, you might have to wait sometime for the initial data fetch to happen. You will receive an email notification once the import is complete. If you access the database before the initial fetch, it will not display any data.

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your QuickBooks company data can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Zoho Reports team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case we request you to:

  • Open the database in which you have setup the connector. 
  • Click the QuickBooksbutton (or Data Sources button - in the case where the database contains multiple tables) in the Explorer tab.
  • In the Data Sources tab that appears click the Retry Now link. 
  • If the issue persists please do write to support@zohoreports.com. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between QuickBooks and Zoho Reports, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures. 

4. How frequently can I synchronize my data with Zoho Reports?

If you have bought the connector over a Basic plan, you will be able to synchronize your data only once every day.

If you are a user of the Standard plan or above, you can choose to synchronize your data at hourly intervals mentioned below.

  • 3 Hours
  • 6 Hours
  • 12 Hours

5. Can I edit the QuickBooks connector Synchronization setting?

Yes, you can edit the QuickBooks connector synchronization setting if you are the administrator of the Zoho Reports account. 

To do so,

  • Open the QuickBooks Advanced Analytics reporting database.
  • Click the QuickBooks button in the Explorer tab (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens, click the Edit Setup link.

  • Make the necessary changes and click Save.

6. How do I disconnect my Quickbooks Online connection from Zoho Reports?

You can disconnect your Quickbooks connection from within Zoho Reports as well as QuickBooks Online.

From Zoho Reports

  • Open the QuickBooks Advanced Analytics reporting database.
  • Click the QuickBooks button in the Explorer tab (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens, click the Edit Setup link.
  • Click the Disconnect link.

From QuickBooks Online:

  • Log into your QuickBooks Online account
  • Click Apps
  • Click the Disconnect link below Zoho Reports

7. How do I reconnect my Zoho Reports database with Quick Books Online?

  • Open the QuickBooks Advanced Analytics reporting database.
  • Click the QuickBooks button in the Explorer tab (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens, click the Edit Setup link.
  • Click Re-Authenticate and reauthorize data sharing between QuickBooks Online and Zoho Reports.

8. Can I synchronize my QuickBooks company data instantly?

Yes, you can synchronize your QuickBooks company data instantly when needed.

To synchronize your data instantly:

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click QuickBooks button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click Sync Now

  • QuickBooks company data will get instantly synchronized.
Note
  • This option can be used to a maximum of five times a day.

9. In whose account will the QuickBooks connector be setup?

It will be setup in the corresponding Zoho Reports account of the QuickBooks Administrator who configured this connector. Only one Zoho Reports setup per company is allowed.

10. How can I view the information about data synchronization between QuickBooks and Zoho Reports?

You can view detailed information about the data synchronization that happens between QuickBooks and Zoho Reports by following the steps given below.

  1. Open the corresponding reporting database in Zoho Reports.
  2. In the Explorer tab, click QuickBooks/Data Sources button. The Data Sources tab opens listing the below details.
  • Last Data Sync Status: The status of the last synchronization.
  • Last Data Sync Time: The time of the last synchronization.
  • Schedule: The interval in which the import is scheduled.
  • Next Schedule Time: The time of the next schedule.
  • Time Zone: The timezone of the schedule.
  • Synchronizations Done: Number of synchronizations done in that particular day.

11. What are the modules in QuickBooks on which I could create reports using this connector?

Data from the following modules in QuickBooks will get synchronized with Zoho Reports.

  • Accounts
  • Bill, Bill Item, Bill Payment
  • Budgets
  • Classes
  • Customers
  • CreditMemo, CreditMemo Item
  • Departments 
  • Employee
  • Estimates, Estimate Item
  • Expenses, Expense Item
  • Invoice, Invoice Item, Invoice Payment
  • Items
  • Purchaseorder, Purchaseorder Item
  • RefundReceipts, RefundReceipt Item
  • SalesReceipts, SalesReceipt Item
  • Tax Code, Tax Agency, Tax Rate
  • Time Activity
  • Vendor, Vendor Credit, Vendor Credit Item 

12. How to create my own reports with this connector?

You can refer to the below presentation to know how to create your own reports & dashboards using Zoho Reports.

Also refer:

Note

13. Who has access to the reports I create?

By default, the reports you create are accessible only to you. However, you can share the reports with your colleagues using the 'Sharing' options available in Zoho Reports. Refer How to Share Reports & Dashboards question.

14. Can I setup the QuickBooks connector in any other existing reporting databases or in any other analytics database?

Yes, you can setup the QuickBooks connector in any of the existing reporting databases or in any of the advanced analytics database to analyze data together. To do this,

  • Open the reporting database into which you would wish to import your QuickBooks data
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table tab that opens, select Import from QuickBooks.
  • In the Import from QuickBooks dialog that opens, Select the company that you wish to import.
  • Select the modules that needs to be imported into Zoho Reports.
  • Select the necessary schedule import options in the Schedule Import Settings section and click Next.

Your QuickBooks data will be imported into your database. Refer to this setup presentation.

15. Can I import data from multiple QuickBooks Companies?

Yes, you can configure multiple QuickBooks setups if you have subscribed for a paid plan (Standard and above). 

If you have purchased a Basic Plan, you will be able to import data only from one company.

16. How can I import data from multiple QuickBooks companies?

You can configure multiple QuickBooks setups if you have subscribed for a paid plan (Standard and above). You can choose to import multiple organizations in the same database or in a different database.

If you wish to import the data in an individual database refer to this question.  

To import data from multiple companies into the same database,

  • Open the database in which you have setup the connector
  • Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
  • In the Create New Table window that opens, select Import from QuickBooks.
  • In the Import from QuickBooks dialog that opens, Select the organization that you wish to import.
  • Select the entities and their corresponding fields.
  • Select the necessary schedule import options in the Schedule Import Settings section.
  • Click Create.

17. Can I setup the Connector in an account other than the one who configures/sets up the trial?

Yes, you can do this. If the account on which the trial is configured is not upgraded after trial expiry, then the account will be downgraded to free plan and eventually the sync will also be deleted. In this case you will be able to set up the synchronization in the account only by purchasing the Connector. 

To purchase the connector,

  • Log into Zoho Reports.
  • Click the Subscription link in the top right corner.
  • Click Manage your plan button.
  • In the Plans and Connector Charges page, you can select the connectors that you wish to buy.
  • Select QuickBooks and click Proceed.
  • Enter your credit card details and make the payment.

Please not that, you will not be able to use trial the tool again. Also, If you have setup the trial in a different account, you will have to delete that connection from your QuickBooks Online account. Please refer to this QuickBooks help document to know how.

18. Can I transfer my QuickBooks connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to support@zohoreports.com and we will do this for you.

19. How can I remove the setup?

To remove the setup,

  • Login to your Zoho Reports account.
  • Open the corresponding reporting database.
  • In the Explorer tab, click QuickBooks button (or Data Sources button - in the case where the database contains multiple connector setups).
  • In the Data Sources tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot. 

Reporting Features

1. What are the report types supported by Zoho Reports?

Zoho Reports supports a wide variety of reports.

  • Charts
    • Pie
    • Bubble
    • Packed Bubble
    • Bullet
    • Dial
    • Bar
    • Stacked bar
    • Line
    • Smooth Line
    • Scatter
    • Combination
    • Area
    • Stacked Area
    • Web
    • Funnel
    • Doughnut
    • Table View
  • Pivot tables (Matrix Views)
  • Summary view
  • Tabular view
  • Dashboards (multiple reports arranged in the same page)

2. What are the default reports & dashboards created by Zoho Reports, on setting up this connector?

When you setup/configure the QuickBooks Integration Connector, 50+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your Books company data effectively. 

You can quickly review the default reports from the QuickBooks Advanced Analytics Sample database.

3. Can I modify the default reports that have been created by this connector? If so, how?

Yes, you can modify the default reports. If you are the 'Administrator' or a 'Database Owner' of the Zoho Reports account in which the Connector is configured (Refer Managing Users in Zoho Reports). To modify the reports click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, save a copy of the report by clicking the Save As icon. Now you can edit this new copied report.

4. How do I create reports using fields/columns across different modules?

Columns from across different Quickbooks modules are joined by default. Therefore, you can create reports by simply dragging and dropping the respective columns. 

5. What are 'Formulas' in reports?

Formulas, as the name indicates, are calculations that you could define in Zoho Reports to help you create the required reports. Zoho Reports provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Reports to know more.

6. What are the default formulas added by Zoho Reports, on setting up this connector?

You can also add your own formulas to derive your own calculations. Do refer to Adding Formulas in Zoho Reports help page. You can view these formulas by opening the corresponding table and selecting Add>Edit Formulas.

The below table lists all the default formulas that will be created in the Bills table

Formula NameFormulaFormula TypeDescription
Balance In Base Currency"Balance"/"Exchange Rate"CustomDisplays the grand total in base currency
AP Agedatediff( currentdate( ),"Due Date")CustomDisplays the number of days delayed (from due date)
Days Remainingif(datediff( currentdate( ),"Due Date") >0, concat( 'Past ',datediff( currentdate( ),"Due Date"),' Days' ) ,datediff( "Due Date",currentdate( )) )CustomDisplays the number of days until due date.
Bill Balance Statusif(datediff( currentdate( ),"Due Date") >0, 'Overdue','Due')CustomDisplays if the balance bill amount is in due or overdue.
Statusif("Balance In Base Currency"=0,'Paid','Pending')CustomDisplays the status of the bill.

The below table lists all the default formulas that will be created in the Expense table

Formula NameFormulaFormula TypeDescription
Total Expensecount("Expenses"."Expense ID")AggregateThe total expense incured

The below table lists all the default formulas that will be created in the Estimates table

Formula NameFormulaFormula TypeDescription
Invoiced Estimatescountif(isnull("Estimates"."Invoice ID"),0,"Estimate"."Estimate ID")AggregateEstimate of the bill
Rejected Estimatescountif("Estimates"."Status"='Rejected',"Estimate"."Estimate ID",0)AggregateEstimates of invoices that were declined

The below table lists all the default formulas that will be created in the Expense Line Items table

Formula NameFormulaFormula TypeDescription
Billable expensesumif("Expense Line Items"."Billable Status"='BILLABLE',"Expense Line Items"."Amount",0)AggregateResources that can be billed to clients.
Nonbillable expensesumif("Expense Line Items"."Billable Status"='NOT_BILLABLE',"Expense Line Items"."Amount",0)AggregateResources that cannot be billed to clients.

The below table lists all the default formulas that will be created in the Invoices table

Formula NameFormulaFormula TypeDescription
Statusif("Balance"=0,'Paid','Payable')CustomProvides the status of the invoice.
Balance In Base Currency"Balance"/"Exchange Rate"CustomDisplays the balance in base currency.
AR Age In Daysdatediff( currentdate( ),"Due Date")CustomNumber of days it takes for an Invoice to be closed
AR Balance Dueif(datediff( currentdate( ),"Due Date") >0, 'Overdue','Due')CustomDisplays the due in account receivables.
Days Remainingif(datediff( currentdate( ),"Due Date") >0, concat( 'Past ',datediff( currentdate( ),"Due Date"),' Days' ) ,datediff( "Due Date",currentdate( )) )CustomDisplays the days remaining until due date. 
Age Tierif( "AR Age in Days" >= 0, if( "AR Age in Days" <= 20, '1. 0 - 30 days', if( "AR Age in Days" <= 60, '2. 31 - 60 days', if( "AR Age in Days" <= 90, '3. 61 - 90 days', if( "AR Age in Days" <= 180, '4. 91 - 180 days','5. Above 180 days')))), '6. Negative - Not Valid')CustomClassifies the time spent on a invoice to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
Overdue ARsumif(datediff(currentdate(),"Invoices"."Due Date"),"Invoices"."Balance",0)AggregateDisplays the overdue.
AR Balance in Duesum("Invoices"."Balance")-"Invoices"."Overdue AR"AggregateDisplays the average receivable due in balance.

The below table lists all the default formulas that will be created in the Invoice Line Item table

Formula NameFormulaFormula TypeDescription
Avg Costavg("Invoice Line Items"."Amount")AggregateProvides the average cost of an item.
Revenue Till Datesum("Invoice Line Items"."Amount")AggregateProvides the amount of revenue generated till date by the item
COGS (Cost Of Goods Sold)sum(if("Invoices"."Status"='Paid',"Items"."Purchase Cost"*"Invoice Line Items"."Quantity",NULL))AggregateDisplays the total cost of the goods sold.
Sales Valuesum(if("Invoices"."Status"='Paid',"Invoice Line Items"."Amount",NULL))AggregateThe amount of money received after sales.
Projected Profit"Invoice Line Items"."Sales Value"-"Invoice Line Items"."COGS (Cost Of Goods Sold)"AggregateDisplays theestimated profit.
Profit %("Invoice Line Items"."Projected Profit"/"Invoice Line Items"."Sales Value")*100AggregateDisplays profit in percentage.

The below table lists all the default formulas that will be created in the Itemstable

Formula NameFormulaFormula TypeDescription
Cost of Stocks in hand"Purchase Cost"*"Quantity On Hand"CustomDisplays the cost of the available stocks.

The below table lists all the default formulas that will be created in the Purchase order table

Formula NameFormulaFormula TypeDescription
Total In Base Currency"Total"/"Exchange Rate"CustomDisplays the total balance in base currency.

The below table lists all the default formulas that will be created in the Vendor Credits table

Formula NameFormulaFormula TypeDescription
Grand Total in Base Currency"Total"/"Exchange Rate"CustomDisplays the grand total in base currency.

7. How do I create my own custom formulas in Zoho Reports?

Refer to the Adding Formulas in Zoho Reports help page.

8. Can I add/modify data in the QuickBooks company data tables in Zoho Reports?

No, you cannot add modify data in QuickBooks company data tables. Data from QuickBooks modules gets automatically synched into Zoho Reports in the different tables (one table for one module). You cannot edit any of this data or add new data records from within Zoho Reports.

However you can add new tables and add/import data into that, to create reports combining it with the data from QuickBooks.

9. Can I add new columns to the QuickBooks company data tables in Zoho Reports?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

10. Can I add new data tables in this reporting database to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing QuickBooks reporting database.

With this feature, you can import data from other sources or add them manually into your reporting database to analyze and create reports combining this with your QuickBooks company data . You can also import data from other business applications like Google Analytics etc. With Zoho Reports API you can integrate data from other applications.

Refer:

11. Can I combine data from other sources with the data from QuickBooks to create reports and dashboards?

es, you can combine data from your other sources with your QuickBooks data for analysis. 
To do this, you need to add/import a new data table into the QuickBooks reporting database and then define a look-up to join it with the synchronized table from QuickBooks.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from QuickBooks along with the data from any other source.

  • Open the corresponding table, right click the column header and select Change to Lookup Column.
  • In the Change to Lookup Column dialog that opens, select the column to look up.
  • Click Ok

Please do note that you can create Lookup only to columns in the tables that are not from the same data source.

12. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Reports for detailed help on this.

13. What are Query Tables?

Zoho Reports allow you to pull the data required by writing standard SQL SELECT Queries. This is called Query Tables. With Query Tables you can also combine data from different tables and create reports over the same. View this demo video to know about how to create Query Tables in Zoho Reports.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Reports with my colleagues?

You can share the default reports provided in the QuickBooks connector and the reports you have create, with other users in your portal. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. Why are other members in my company not able to access the reports created?

When a QuickBooks Administrator configures the QuickBooks - Zoho Reports connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'QuickBooks Advanced Analytics' database with other members of the company. Only then will the default reports be accessible by those members. 

To know more, refer to Sharing and Collaboration help page.

3. How can other members in my company create reports?

The QuickBooks Administrator who has setup the connector should share the tables present in 'QuickBooks Advanced Analytics' database with other members of the company. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

Note
  • If you add a user as a Database Owner in the QuickBooks reporting database created in Zoho Reports (Refer Managing Users in Zoho Reports, to know how to add Database Owners), the user will be able access all the data & reports, create new reports and do any operation that you could do on the reporting database

4. What are the user roles available in Zoho Reports?

Zoho Reports offers three user roles - Administrator, Database owner and User. Click to know more about the Zoho Reports User Model and User Roles.

5. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. Only when the users being shared is set as a database owners, they can edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. 

6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the topic Apply filter criteria.

7. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

8. How can I print the reports & dashboards created in Zoho Reports?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

Note
  • If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

9. How can I email reports & dashboards created in Zoho Reports in a scheduled manner?

If you are the Administrator of the Zoho Reports connector or a 'Database Owner', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule section in this help documentation.

10. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho Reports in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can integrate and perform cross-functional analytics with almost all the business applications that Zoho Reports offers integration with. 

2. How can I analyze the data from the other business applications along with QuickBooks Online?

To import data from business apps,

  • Open the reporting database in which you have setup the connector
  • Click the Import Data button
  • In the Create New Table tab that opens, select the application that you wish to import.
  • Provide the necessary authentications
  • Select the necessary modules and fields
  • Select the schedule import options
  • Click Create

3. Will the related modules from QuickBooks Online and other third-party application be created automatically?

No, a lookup relationship will not be created between the QuickBooks Online modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer this help link - https://www.zoho.com/reports/help/table/joining-tables.html

Help & Support

1. How do I get technical support on Zoho Reports connector?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoreports.com.

You can also reach out to us on our toll-free numbers 

  • United States:  +1 (888) 900 9646
  • United Kingdom:  +44 (20) 35647890
  • Australia:  +61-2-80662898
  • India:  +91-44-67447000

2. Can I have someone from Zoho do a Demo of this connector for me?

Yes, certainly. Register for a demo in this page.