For more pre-built Klips and dashboards, see the Klipfolio Integrations Page.
Add pre-built Klips and connect to your QuickBooks data
Add pre-built Klips to your dashboard and start tracking your QuickBooks financial data!
Note: This article refers to connecting to and building Klips for QuickBooks Online, not QuickBooks Desktop.
To connect our QuickBooks pre-built Klips to your own data, you'll need:
- Your QuickBooks login credentials
- Your QuickBooks Company ID
To add a QuickBooks pre-built Klip to your dashboard:
|On an open dashboard, click + Add a Klip. In the Klip Gallery, select QuickBooks.
Beside the Klip you want to add, click + Add to Dashboard. Click Done.
In the new Klip on your dashboard, click Sample Data.
In the Connect to services dialog box, select Connect an Account.
In the QuickBooks popup, enter your QuickBooks login credentials.
You now have an OAuth token which, by default, looks like this: yourname@QuickBooks <date and time created>.
You can modify the default connection name when you create a new connection or from the Connected Accounts page, accessed from the left navigation sidebar by clicking your Account Name > Account (or Settings) > Connected Accounts.
You can use and reuse the same account connection every time you connect to QuickBooks. If you have trouble accessing an existing connection, your OAuth token may have expired. If that happens to you, check out these troubleshooting tips.
Click Next Step.
|You are now asked for your QuickBooks Company ID.
To find your company ID, open a new tab and log in to QuickBooks
In QuickBooks, select one of your QuickBooks Companies.
You are now in your chosen company's QuickBooks homepage.
Press [Ctrl + Alt + ?] and a dialog box will pop up with the company ID in it.
Your Company ID is everything except the last three letters.
If your Company ID entirely consists of numbers, copy the entire ID, paste it into Klipfolio and remove spaces.
Finding your QuickBooks fiscal year start month
See the following procedure if you need help finding your fiscal year start month.
|To find your fiscal year start month in QuickBooks, go to your company homepage.
Click on your Company Name at the top right corner of your screen.
Under Settings, select Company Settings.
|In the Settings sidebar, select Advanced.
At First Month of fiscal year, copy the first three letters of your start month.
In Klipfolio, enter the first three letters of your start month. For example, Feb.