Connect QuickBooks to AskBiz
Connect QuickBooks Online to AskBiz for profit and loss intelligence, cash flow tracking, and expense analysis.
Prerequisites
- QuickBooks Online (Simple Start, Essentials, Plus, or Advanced)
- AskBiz Growth or Business plan
- QuickBooks admin access
Connection Steps
1. Go to /sources → QuickBooks
2. Click Connect with Intuit
3. Sign in to QuickBooks and select your company
4. Approve read-only access
5. Sync begins — first pull covers your current financial year
Data Synced from QuickBooks
- Profit & Loss — revenue, COGS, gross margin, operating expenses, net profit
- Balance Sheet — assets, liabilities, equity
- Cash Flow — operating, investing, and financing activities
- Accounts Receivable — outstanding invoices, average days to pay
- Accounts Payable — supplier balances, upcoming payments
- Expenses — categorised by type, monthly trends
How AskBiz Uses QuickBooks Data
QuickBooks data feeds the Cash Flow Health dimension of your Business Pulse score and enables questions like:
- *'What's my net profit margin this quarter?'*
- *'Which expense category has grown fastest this year?'*
- *'How many days of cash runway do I have?'*
- *'Which customers have the oldest outstanding invoices?'*