QuickBooks analytics and reporting
Get insight into key business measurements using QuickBooks data.
Ri360’s QuickBooks integration smoothly gathers all of your data into visual dashboards and strategic reports that you can filter and edit to meet your needs.
QuickBooks Overview
QuickBooks is an accounting software for small to medium-sized businesses. It offers on-premises accounting applications as well as cloud-based versions. Businesses use Quickbooks to manage the financial health of their business. It can be used to track income and expenses, accept business payments, manage and pay bills, and payroll functions.
Why businesses use Ri360 for QuickBooks reporting
Businesses that have high-volume, transactional sales models need more functionality than QuickBooks' reporting capabilities provide. Ri360 QuickBooks clients use Ri360 to add custom attributes to products such as production categories and sales regions; track sales across these categories toward their custom sales goals month by month.
Ri360's QuickBooks integration gives our clients a complete sales analytics platform that provides wholesale account management and sales team performance monitoring.
Key features
Cloud-based QuickBooks analytics and reporting
Set monthly sales goals (budgets) and automatically monitor progress
Supports custom reporting categories for product SKUs, customers and more
Works with QuickBooks Desktop and QuickBooks Online
Dataset
Ri360’s integration with QuickBooks utilizes sales transaction data for sales analysis and reporting.
Sales Transactions - Detailed sales transactions summarized by custom attributes that business define.
Integrate QuickBooks data with other business systems in Ri360
Integrate Ri360 business analytics with your other business software or systems of measurement to see all of your business data in one, secure location. Learn more about Ri360’s complete data pipeline.
Have questions about Ri360’s QuickBooks analytics?
Installed by professionals
The Ri360 QuickBooks integration is set-up by our team of experienced data professionals to get ROI from your business data as quickly as possible.
Sales transaction data for actionable sales intelligence
Use QuickBooks sales transaction data for robust sales analytics and reporting. With Ri360 Sales Target, an Ri360 add-on, sales teams and wholesalers can take their finance data to the next level.
Add Ri360 Sales Target to your Ri360 subscription and use Quickbooks data for robust sales analysis and reporting.
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