QuickBooks Analytics & Custom Reporting
Custom dashboards and end-to-end data and analytics strategy for business owners and operators
Innovative data solutions, seamless integrations and expert insights
Data warehousing
Flexible and customizable analytics and data platform
Professional services
Custom data solutions and analytics tailored to your unique challenges and objectives
Middleware iPaaS
Seamlessly integrate your applications and systems
Vertical reporting products
Specialized data and reporting solutions for the Salon and Spa industry
Data integrations
Consolidate disparate data across your business into one source of truth
Artificial intelligence
AI ready platform for predictive analytics and advanced data analysis
Custom reports and insights on any QuickBooks Module
Accounts
Account ID, Account Name, Account Type, Detail Type, Balance, Description, Active Status, Currency
AR
Customer ID, Customer Name, Email, Phone, Billing Address, Payment Terms, Balance, Sales Tax Code, Default Income Account
AP
Vendor ID, Vendor Name, Bill Number, Due Date, Total Amount Due, Payment Status, Memo, Billable Status
Products
Product ID, Product Name, SKU, Type (Service/Inventory/Non-Inventory), Sales Price, Cost, Income Account, Expense Account, Quantity On Hand
Orders
ID, Customer/Vendor Name, Order Date, Expected Delivery Date, Item ID, Quantity, Line Total, Status, Shipping Address
Employees
Employee ID, First Name, Last Name, Pay Rate, Payroll Frequency, Employee Type (W2/1099), Department, Location, Payroll Status
Partners
Partner ID, Partner Name, Contact Name, Email, Commission Rate, Payment Terms, Associated Customer ID, Partner Type
Vendors
Vendor ID, Vendor Name, Default Expense Account, Payment Terms, Phone Number, Email, Billing Address, Tax ID, Balance