11. What are the modules in QuickBooks on which I could create reports using this connector?

Data from the following modules in QuickBooks will get synchronized with Zoho Analytics.

• Accounts
• Bill, Bill Item, Bill Payment
  
• Budgets
  
• Bundle Components
• Classes
• Customers
• Customer Type
• CreditMemo, CreditMemo Item
• Credit Memo Bundle Components
• Departments 
• Employee
• Estimates, Estimate Item
• Estimate Bundle Components
• Expenses, Expense Item
• Invoice, Invoice Item, Invoice Payment
• Invoice Bundle Components
• Items
• Purchaseorder, Purchaseorder Item
• RefundReceipts, RefundReceipt Item
• Refund Receipt Bundle Components
• SalesReceipts, SalesReceipt Item
• Sales Receipt Bundle Components
• Tax Code, Tax Agency, Tax Rate
• Time Activity
• Vendor, Vendor Credit, Vendor Credit Item 
  

12. How to create my own reports with this connector?

You can refer to the below presentation to know how to create your own reports & dashboards using Zoho Analytics.

Also refer:

• How to Create Charts
• How to Create Pivot Tables (Matrix Views)
• How to Create Dashboards
• Video demos

13. Who has access to the reports I create?

By default, the reports you create are accessible only to you. However, you can share the reports with your colleagues using the 'Sharing' options available in Zoho Analytics. Refer How to Share Reports & Dashboards question.

14. Can I setup the QuickBooks connector in any other existing Workspace or in any other analytics Workspace?

Yes, you can setup the QuickBooks connector in any of the existing Workspace or in any of the advanced analytics Workspace to analyze data together. To do this,

• Open the Workspace into which you would wish to import your QuickBooks data
• Click the  Import Data  button in the Explorer tab or Select  New > New Table/Import Data.
• In the  Create New Table  tab that opens, select  Import from QuickBooks.
• In the  Import from QuickBooks  dialog that opens, Select the company that you wish to import.
• Select the modules that needs to be imported into Zoho Analytics.
• Select the necessary schedule import options in the  Schedule Import Settings  section and click Next .

Your QuickBooks data will be imported into your Workspace. Refer to this setup presentation.

15. Can I import data from multiple QuickBooks Companies?

Yes, you can configure multiple QuickBooks setups if you have subscribed for a paid plan.

16. How can I import data from multiple QuickBooks companies?

You can configure multiple QuickBooks setups if you have subscribed for a paid plan. You can choose to import multiple organizations in the same Workspace or in a different Workspace.

If you wish to import the data in an individual Workspace  refer to this question .  

To import data from multiple companies into the same Workspace,

• Open the Workspace in which you have setup the connector.
• Click the  Import Data  button in the Explorer tab or Select  New > New Table/Import Data.
• In the  Create New Table  window that opens, select  Import from QuickBooks.
• In the  Import from QuickBooks  dialog that opens, Select the organization that you wish to import.
• Select the entities and their corresponding fields.
• Select the necessary schedule import options in the  Schedule Import Settings  section.
• Click  Create.
  

17. Can I setup the Connector in an account other than the one who configures/sets up the trial?

Yes, you can do this. If the account on which the trial is configured is not upgraded after trial expiry, then the account will be downgraded to free plan and eventually the sync will also be deleted. In this case you will be able to set up the synchronization in the account only by purchasing the Connector. 

To purchase the connector,

• Log into Zoho Analytics.
• Click the Subscription link in the top right corner.
• Click   Manage your plan  button.
• In the  Plans and Connector Charges  page, you can select the connectors that you wish to buy.
• Select QuickBooks  and click Proceed.
• Enter your credit card details and make the payment.
  

Please not that, you will not be able to use trial the tool again. Also, If you have setup the trial in a different account, you will have to delete that connection from your QuickBooks Online account. Please refer to this QuickBooks help document to know how.

18. Can I transfer my QuickBooks connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to support@zohoanalytics.com  and we will do this for you.

19. How can I remove the setup?

To remove the setup,

• Login to your Zoho Analytics account.
• Open the corresponding Workspace.
• In the  Explorer  tab, click  QuickBooks  button (or  Data Sources  button - in the case where the Workspace contains multiple connector setups).
• In the  Data Sources  tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot. 
  

Reporting Features

1. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

• Charts
  
  • Pie
  • Bubble
  • Packed Bubble
  • Bullet
  • Dial
  • Bar
  • Stacked bar
  • Line
  • Smooth Line
  • Scatter
  • Combination
  • Area
  • Stacked Area
  • Web
  • Funnel
  • Doughnut
  • Table View
• Pivot tables (Matrix Views)
• Summary view
• Tabular view
• Dashboards (multiple reports arranged in the same page)

2. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the QuickBooks Integration Connector, 50+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your Books company data effectively. 

You can quickly review the default reports from the QuickBooks Advanced Analytics Sample Workspace.

3. Can I modify the default reports that have been created by this connector? If so, how?

Yes, you can modify the default reports. If you are the 'Account Administrator' or a 'Workspace Administrator' of the Zoho Analytics account in which the Connector is configured (Refer Managing Users in Zoho Analytics ). To modify the reports click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, save a copy of the report by clicking the  Save As icon. Now you can edit this new copied report.

4. How do I create reports using fields/columns across different modules?

Columns from across different QuickBooks modules are joined by default. Therefore, you can create reports by simply dragging and dropping the respective columns. 

5. What are 'Formulas' in Zoho Analytics?

Formulas, as the name indicates, are calculations that you could define in Zoho Analytics to help you create the required reports. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Analytics to know more.

6. What are the default formulas added by Zoho Analytics, on setting up this connector?

You can also add your own formulas to derive your own calculations. Do refer to Adding Formulas in Zoho Analytics help page. You can view these formulas by opening the corresponding table and selecting Add>Edit Formulas.

The below table lists all the default formulas that will be created in the  Bills  table

The below table lists all the default formulas that will be created in the  Expense  table

The below table lists all the default formulas that will be created in the Estimates  table

The below table lists all the default formulas that will be created in the  Expense Line Items  table

The below table lists all the default formulas that will be created in the  Invoices table

The below table lists all the default formulas that will be created in the  Invoice Line Item  table

The below table lists all the default formulas that will be created in the Items table

The below table lists all the default formulas that will be created in the Purchase order table

The below table lists all the default formulas that will be created in the Vendor Credits table

7. How do I create my own custom formulas in Zoho Analytics?

Refer to the Adding Formulas in Zoho Analytics help page.

8. Can I add/modify data in the QuickBooks company data tables in Zoho Analytics?

No, you cannot add modify data in QuickBooks company data tables. Data from QuickBooks modules gets automatically synched into Zoho Analytics in the different tables (one table for one module). You cannot edit any of this data or add new data records from within Zoho Analytics.

However, you can add new tables and add/import data into that, to create reports combining it with the data from QuickBooks.

9. Can I add new columns to the QuickBooks company data tables in Zoho Analytics?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

10. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing QuickBooks Workspace.

With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your QuickBooks company data . You can also import data from other business applications like Google Analytics etc. With Zoho Analytics API you can integrate data from other applications.

Refer:

• How to Import data from files and feeds into Zoho Analytics
• How to Import data from local databases using Upload tool
• Import data from popular Business Applications
• How to Import data using Zoho Analytics API

11. Can I combine data from other sources with the data from QuickBooks to create reports and dashboards?

Yes, you can combine data from your other sources with your QuickBooks data for analysis. 
To do this, you need to add/import a new data table into the QuickBooks Workspace and then define a look-up to join it with the synchronized table from QuickBooks .

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from QuickBooks  along with the data from any other source.

• Open the corresponding table, right click the column header and select   Change to Lookup Column.
• In the  Change to Lookup Column  dialog that opens, select the column to look up.
• Click  Ok

Please do note that  you can create  Lookup  only to columns in the tables that are not from the same data source.

12. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.

13. What are Query Tables?

Zoho Analytics allow you to pull the data required by writing standard SQL SELECT Queries. This is called Query Tables. With Query Tables you can also combine data from different tables and create reports over the same. Click here  to know about how to create Query Tables in Zoho Analytics.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

You can share the default reports provided in the QuickBooks connector and the reports you have create, with other users in your portal. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. Why are other members in my company not able to access the reports created?

When a QuickBooks Administrator configures the QuickBooks - Zoho Analytics connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'QuickBooks Advanced Analytics' Workspace with other members of the company. Only then will the default reports be accessible by those members. 

To know more, refer to  Sharing and Collaboration  help page.

3. How can other members in my company create reports?

The QuickBooks Administrator who has setup the connector should share the tables present in ' QuickBooks Advanced Analytics'  Workspace with other members of the company. Once this is done, the shared users can create reports based on those tables.

To know more, refer to  Sharing and Collaboration  help page.

4. What are the user roles available in Zoho Analytics?

Zoho Analytics offers three user roles - Account Administrator, Workspace Administrators and Users. Click to know more about the Zoho Analytics User Model and User Roles.

5. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. Only when the users being shared is set as a Workspace Administrator, they can edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report. 

6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the topic Apply filter criteria .

7. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image.  Click to know more.

8. How can I print the reports & dashboards created in Zoho Analytics?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

9. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics connector or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule  section in this help documentation.

10. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross-Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can integrate and perform cross-functional analytics with almost all the business applications that Zoho Analytics offers integration with. 

2. How can I analyze the data from the other business applications along with QuickBooks Online?

To import data from business apps,

• Open the Workspace in which you have setup the connector.
• Click the  Import Data  button.
• In the  Create New Table  tab that opens, select the application that you wish to import.
• Provide the necessary authentications.
• Select the necessary modules and fields.
• Select the schedule import options.
• Click Create.
  

3. Will the related modules from QuickBooks Online and other third-party applications be created automatically?

No, a lookup relationship will not be created between the QuickBooks Online modules and the modules of the application that you are trying to import automatically. 

To manually create a lookup relationship refer to this help link .

Solutions

1. How can I create a Profit and Loss Report?

To know how to create a Profit and Loss report manually, refer to the below presentation.

2. How can I create a Balance Sheet?

To know how to create a Balance Sheet report manually, refer to the below presentation.

Help & Support

1. How do I get technical support on Zoho Analytics connector?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to  support@zohoanalytics.com .

You can also reach out to us on our toll-free numbers 

• United States:    +1 (888) 900 9646
• United Kingdom:    +44 (20) 35647890
• Australia:    +61-2-80662898
• India:    +91-44-6965 6060

2. Can I have someone from Zoho do a Demo of this connector for me?

Yes, certainly. Register for a demo in this page .