🟢Quickbooks

Quickbooks can be easily authenticated in the Drivepoint UI

Get QBO Data into Drivepoint

1. Click on "New Data Source"

2. Click on the "Quickbooks" logo

3. Authenticate QBO within Drivepoint. You have to be a QBO Admin to connect to Drivepoint.

4. After a successful authentication, please complete the QBO Settings to start the first data pull.

1. Fill out whether you would like any dimensions associated with the Income Statement and the Balance Sheet. Default is unclassed for every customer so you can proceed without making changes.

2. Save your Changes. If you do not save changes, we won't start pulling QBO data.

3. Done🎉 Your QBO is now connected to Drivepoint