Klip Gallery: QuickBooks

QuickBooks is designed to manage payroll, inventory, sales and other needs of a small business. The software's features include marketing tools, merchant services, product and supplies, training solutions.

Looking to add pre-built Klips and Dashboards to your account?
See the Klipfolio Integrations Page.

QuickBooks connection flow

In order to associate your QuickBooks data with your Klip Gallery template, you will need:

  • Your QuickBooks login credentials
  • Your QuickBooks Company ID

To add a QuickBooks Klip to your dashboard:

Location Action
Choose a QuickBooks Klip from the Gallery.

Select Add to Dashboard.
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. For example, George @ QuickBooks
Note: OAuth Tokens are used to connect to third party web sites without compromising the privacy of your access credentials. To learn more, see Managing OAuth Tokens.

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.

To find your Fiscal Year Start Month:

To find your fiscal year start month in QuickBooks, navigate back 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.

Click Add Klip.