You will find this import in Essentials -> Update.
XLReporting will read the following information from Quickbooks:
It is important to note that XLReporting will never write data to your Quickbooks administration. The connection is strictly read-only by design.
In order to connect to Quickbooks, you need valid login credentials in Quickbooks
with permissions to share data with other systems.
If you are getting a message such as "Data access denied: 403 Forbidden", it means that either your Quickbooks login credentials are incorrect, or that you do not have the permissions in Quickbooks to share data with other systems. In such a case, check your user permissions in Quickbooks.
If this is the first time you are importing from Quickbooks, or if you have previously disconnected your companies, follow these steps:
If you don't see a popup window, check these reasons:
1. Your browser may be blocking popups. To resolve this issue, simply click the address bar to allow popups.
2. If your browser is in "full-screen" mode, it may open a separate tab instead of a popup window.
If you previously have already connected to Quickbooks, the process is simpler:
XLReporting retrieves balances for each company and each combination of account, class, and location, including the internal classification (the Account Subtype) within Quickbooks. This provides an ideal platform for multi-dimensional reporting and analysis.
These simple steps will import your balances from Quickbooks into XLReporting. This process ensures that your financial data remains up-to-date, accurate, and easily accessible.
If you want to get more out of your Quickbooks data, you can! Our import connectors can access all information available in Quickbooks. Contact us and ask about the possibilities. Or read our documentation about integrations and connectors.