Add a new QuickBooks Online widget from your dashboard.
Click Create dataset beside Invoices.
Click the Connect via QuickBooks Online button.
In the pop up window, login to your QuickBooks Online account. Follow the steps to create a connection and authenticate your account.
After you return to the connection panel, click Create widget to start creating your QuickBooks Online widget. Note: we show sales only and not credit notes.
To learn more about creating dataset widgets, see our guide to creating visualizations from datasets.
Steps to connect directly to QuickBooks Online to access your data.
Updated over 2 years ago