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Creating a QuickBooks Current Assets metric (video)

Follow along with our co-founder Allan Wille as he describes how to navigate the query builder and retrieve data from the QuickBooks API to create a Current Assets metric.

Learn how to:

  • Use the query builder in PowerMetrics to retrieve custom data from the QuickBooks API. 
  • Query and retrieve data, using the BalanceSheetSummaryReport data view.
  • Apply filters to narrow down your data - in this case to only include data for current assets.
  • Edit the data in the modeller by writing a formula using the SUBSTITUTE function and &ResultsReference.
  • Create a custom Current Assets metric.

Watch the video demo:

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