QuickBooks Finance & Accounting Integrations and Automations

QuickBooks + _

Don’t pay more for the same QuickBooks integration. DataBlend delivers integrations for finance and accounting that do what you need when you need it.

You don't need to have a custom QuickBooks integration price tag to get automations that work. DataBlend delivers connections that facilitate the movement of data from one application to another with a specific focus on finance and accounting.

Watch this 1-minute video and see how easy DataBlend makes collecting general ledger data from QuickBooks.

DataBlend is able to sync data between multiple applications to remove redundant, error-prone, manual extracts, transformations, and uploads to those additional applications. The entire process is automated which saves users time, money, and eliminates frustrations that come with month-end reporting.

Don’t limit yourself with out-of-the-box QuickBooks integrations.

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QuickBooks Use Cases

Salesforce to Sage Intacct

Get Actuals to Adaptive Insights, without spending hours doing it manually and never having up-to-date data. Customer would load once/month but would not load prior months that may have had changes, so balance sheet was never balanced in Adaptive.

Salesforce to Sage

DataBlend brings data in, reformats it, and pushes to Adaptive based on time periods the customer chooses. Many customers will reload an entire year’s worth of data every night to ensure any changes to prior periods are being captured.

Salesforce to Adaptive

Balance sheets are always balanced, data is always fresh and up-to-date, customers have time to spend on other important tasks and don’t have to worry about the data manipulation. They always have data they can rely on and can reload prior years if needed.

A snapshot of what QuickBooks users can do:

  • Load General Ledger Detail (can be used to Income Statement, Balance Sheet (if set to Delta) and transactions.
  • Load dimensions (Customer, Vendor, Department, Project, and custom dimensions).
  • Profit and Loss reports
  • Balance sheet reports (if Adaptive is set to ‘Balance’)
  • Data can be loaded to Actuals, Plan versions, cube and modeled sheets.
  • Customer/Vendor can come over in same ‘Name’ column, but can be separated within DataBlend, so both dimensions can be loaded if desired.
  • Data Targets include customer, invoice, item, recurring invoice, recurring sales receipt, and sales receipt.
Learn more about DataBlend's QuickBooks Integration >
Salesforce Finance Integration

The amount of value that we have extracted from DataBlend is worth 10x the cost. We would pay 2, 3, 4X more for DataBlend due to the value it has brought to Cloudmed. - Cloudmed

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