PowerMetrics : How to get the data for Custom Quickbook Account names

Quickbooks allows you to edit the account name and type in the chart of accounts

Klipfolio instant metrics are configured to use the default names, so if you have customized the account names, types, etc you can create a custom metric. 

e.g. If you have changed the account name from "Current Assets" to "Total Other Current Assets" and want to create a metric to show the total current assets in your QBO you will have to do the following -


1. you can connect to QBO and get the complete BalanceSheetSummaryReport data in the feed. This report has assets, liabilities, and net assets by the account name.

2. Once you have the data you can Create a custom metric for the total column and add a filter to show the respective account total as shown below. 



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