QuickBooks Connectors: How to Connect Your Financial Data to External Apps

Why businesses need a QuickBooks connector

QuickBooks Online from Intuit is a powerful accounting system used by millions of businesses worldwide. However, to unlock the full potential of your financial data, you often need to connect QuickBooks to other systems and tools. This is where a reliable QuickBooks connector becomes essential.

Many businesses face significant challenges when trying to work with their QuickBooks data:

• Data silos - Critical financial information remains trapped within QuickBooks, separated from other business data
• Manual export limitations - Native export options are time-consuming, error-prone, and provide limited formatting options
• Real-time data needs - Modern businesses require up-to-date financial information across various platforms and tools
• Custom reporting requirements - Standard QuickBooks reports often don't meet specific business analysis needs

What is a QuickBooks connector?

A QuickBooks connector is a specialized integration tool that enables the automated extraction and transfer of financial data from QuickBooks to other platforms and systems. Unlike manual exports that provide static, point-in-time snapshots, a proper connector creates a dynamic pipeline that keeps your financial data synchronized across multiple destinations.

Effective QuickBooks connectors offer several distinct advantages over manual processes:

• Automation: Scheduled data transfers eliminate repetitive manual export tasks
• Data transformation: The ability to clean, filter, and restructure data during transfer
• Error reduction: Elimination of human error from copy-paste operations
• Consistency: Standardized data formats across all connected systems
• Time savings: Dramatic reduction in time spent on data management tasks

While there are several QuickBooks connector options available, they vary significantly in capabilities, ease of use, and supported destinations. Among these options, Coupler.io stands out as a versatile, no-code QuickBooks connector that makes it easy to integrate your financial data with a wide range of destinations.

Being a data integration and AI analytics platform, Coupler.io offers over 300 data sources in addition to QuickBooks that you can integrate with multiple destinations:

• Spreadsheets: Google Sheets, Microsoft Excel
• BI tools: Looker Studio, Power BI, Tableau, Qlik
• Data warehouses: BigQuery, Amazon RedShift, PostgreSQL
• AI tools: Claude, ChatGPT, Preplexity, Cursor

This means that you can have one tool that supports a comprehensive range of your business data sources and destinations.

What distinguishes Coupler.io as a reporting solution rather than just a connector is its end-to-end approach.

You get powerful data transformation tools that prepare your financial data for analysis without manual cleanup.

Pre-built dashboard templates provide instant reporting capabilities across financial overview, revenue analysis, accounts payable, and accounts receivable.

Ready-made data set templates deliver common financial analyses like monthly P&L comparisons, cash flow tracking, and customer revenue breakdowns without complex setup.

Key benefits of using Coupler.io as your QuickBooks connector

Connecting QuickBooks to various destinations with Coupler.io

One of Coupler.io's greatest strengths as a QuickBooks connector is its support for multiple destinations. This flexibility allows you to send your financial data wherever it can provide the most value for your specific needs.

Google Sheets connection

The QuickBooks to Google Sheets integration is perfect for teams that need collaborative financial analysis and reporting. This connection enables:

• Real-time financial dashboards that update automatically
• Collaborative financial planning and analysis
• Custom reporting with Google Sheets' powerful functions
• Integration with other Google Workspace tools

Setting up the connection takes just minutes, and your data can be scheduled to refresh as frequently as every 15 minutes, ensuring your spreadsheets always contain current financial information.

Excel connection

For businesses that rely on Microsoft Excel for financial modeling and analysis, the QuickBooks to Excel connector provides:

• Automated data flows into your existing Excel models
• Preservation of complex Excel formulas and calculations
• Compatibility with Excel-based financial planning tools
• Scheduled refreshes to keep your Excel workbooks current

This integration is particularly valuable for finance teams with established Excel workflows and complex financial models.

BigQuery connection

For more advanced analytics needs, Coupler.io's QuickBooks to BigQuery connector enables:

• Large-scale financial data warehousing
• Advanced SQL-based analysis of financial data
• Integration with business intelligence platforms
• Historical financial data storage and trend analysis

This enterprise-grade integration supports businesses with substantial data volume and complex analytical requirements.

Looker Studio connection

The QuickBooks to Looker Studio (formerly Data Studio) connector facilitates:

• Interactive financial dashboards and visualizations
• Shareable reports with fine-grained access control
• Integration with other business data sources
• Professional-quality financial reporting

This connection is ideal for businesses that need visually compelling financial dashboards and reports.

Power BI connection

For businesses requiring advanced data visualization and business analytics capabilities, the QuickBooks to Power BI connector delivers:

• Robust financial data modeling within Microsoft's powerful BI platform
• Advanced data visualization with interactive dashboards and reports
• Enterprise-grade data analysis capabilities with DAX formulas
• Integrated financial reporting across multiple data sources

This integration is particularly valuable for data-driven organizations that need to perform complex analysis of their financial data and create sophisticated visualizations. Coupler.io provides a reliable connection that brings your QuickBooks data into Power BI without the technical challenges of direct API integration.

How to set up your QuickBooks connector with Coupler.io

Setting up a QuickBooks connector with Coupler.io is straightforward, even for users without technical expertise. Start by signing up for a free Coupler.io account (no credit card required). Next, from your Coupler.io dashboard, click Create new data flow.

When setting up a QuickBooks connector, you can choose from two options for creating a data flow:

• From scratch - to select your data sources and configure data transformations on your own.
• From a prebuilt data set template - to use a ready-made reporting solution designed by Coupler.io's data analysts for common business scenarios.

If you opt for the From scratch data flow, you'll need to select the data source to export data from:

• QuickBooks to export raw data like invoices, bills, customers, payments, etc.
• QuickBooks Reports to export pre-formatted reports like Balance Sheet, Profit & Loss, AP/AR Aging, Cash Flow, etc.

1. Connect your QuickBooks Online account

After selecting QuickBooks or QuickBooks Reports as your data sources, you'll have to connect your QuickBooks Online account by authorizing the integration and set appropriate permissions.

Next, choose the data you want to export from the list of data entities (Invoices, Bills, Customers, etc.) or reports (Balance Sheets, Cash Flow, etc.)

Depending on the chosen data, you may need to fill out optional fields like the Report period.

Note: Coupler.io allows you to connect multiple data sources within one data flow. This allows you to import data from multiple QuickBooks data entities, reports, or even combine QB data with information from other tools, like CRMs.

2. Configure data set transformation

In the next step, you can make your QuickBooks data analysis-ready before it reaches Google Sheets:

• Rename columns for clarity (e.g., change "TotalAmt" to "Total Amount")
• Hide unnecessary columns to optimize your view
• Apply filters to focus on specific time periods or data segments

• Create calculated fields using custom formulas

• Aggregate data using operations like sum, avg., count, min., or max. For example, you can sum up the payment amounts
• If you've previously connected several sources you can also blend data:
  • Append: merge datasets with similar structures and columns matched by name.
  • Join: combine datasets with different structures and at least one matching column.

3. Load data to your preferred destination

Select your preferred destination.

Coupler.io supports multiple destinations including Google Sheets, Power BI, Looker Studio, Google Big Query etc

If you have created multiple views of your QuickBooks data, like separate connected sources, aggregations, or combined data sets, choose one view to load to Google Sheets.

4. Run your data flow and set up an automatic refresh schedule

Once you've clicked Save and run, your data will be loaded into the chose destination. Next, you'll be able to schedule data refreshes inside the Flow settings tab,

1. Enable the automatic refresh feature
2. Select your preferred frequency (from every 15 minutes to monthly)
3. Choose specific days of the week and times for updates
4. Set your preferred time zone to align with your business hours

Once configured, your QuickBooks data will flow automatically to your chosen destination according to your schedule, ensuring you always have current financial information without manual intervention.

What QuickBooks use cases can Coupler.io handle

Beyond moving data from one place to another, Coupler.io enables multi-platform financial workflows where QuickBooks data flows to the right tools for specific purposes. Here are scenarios where connecting QuickBooks to multiple destinations creates competitive advantages:

Cross-functional financial collaboration

Finance teams need different tools for different stakeholders. Executives want interactive Looker Studio dashboards for board meetings. Analysts need raw data in BigQuery for deep-dive queries. Operations teams prefer familiar Google Sheets for daily tracking. Department heads use Excel for budget modeling. Coupler.io sends QuickBooks data to all these destinations simultaneously, ensuring everyone works with consistent financial information in their preferred environment.

Business impact: Eliminate version control issues and conflicting reports when different teams use different tools. Create a single source of truth that adapts to each stakeholder's workflow.

Progressive financial analytics maturity

Most businesses start with spreadsheet-based financial analysis and gradually adopt more sophisticated BI tools. Coupler.io supports this evolution without forcing you to rebuild everything. Begin with QuickBooks data in Google Sheets for basic tracking. As needs grow, add Looker Studio dashboards for visual reporting. When ready for advanced analytics, connect the same QuickBooks data to BigQuery for SQL-based analysis or Power BI for complex modeling—all without changing your source configuration.

Business impact: Grow your analytics capabilities at your own pace without vendor lock-in or having to migrate data pipelines when adopting new tools.

Multi-client service delivery with tool flexibility

Accounting firms and financial consultants serve clients who use different platforms. Some clients want Google Sheets reports they can edit. Others prefer static PDF dashboards from Looker Studio. Enterprise clients expect Power BI dashboards with drill-down capabilities. Coupler.io lets you standardize the data extraction from all client QuickBooks accounts while delivering reports in each client's preferred format, using their preferred tools.

Business impact: Scale your practice by maintaining one integration approach while accommodating diverse client technology preferences. Reduce setup time per client from days to hours.

Hybrid cloud and on-premise workflows

Organizations with mixed IT environments need QuickBooks data in multiple locations. Marketing teams use cloud-based Looker Studio dashboards for accessibility. Finance teams require Excel files stored on secure local drives for compliance. Data science teams need QuickBooks data in BigQuery alongside other cloud data sources for predictive modeling. Coupler.io bridges these environments, sending QuickBooks data wherever your business architecture requires it.

Business impact: Maintain security and compliance requirements while enabling cloud-based analytics. Support both centralized data warehousing and distributed department-level reporting.

Backup and redundancy strategies

Financial data shouldn't exist in only one location. Coupler.io enables you to send QuickBooks data to multiple destinations simultaneously—maintaining live operational dashboards in Looker Studio while archiving historical data in BigQuery, keeping accessible working copies in Google Sheets, and ensuring offline backup copies in Excel. This multi-destination approach creates resilience without manual duplication.

Business impact: Protect against data loss, tool unavailability, or vendor changes. Ensure business continuity when primary systems experience downtime.

These use cases showcase how Coupler.io's multi-destination connector approach solves problems that single-destination integrations cannot address.

Pre-designed dashboard and data set templates

Coupler.io gives you flexibility in how you work with QuickBooks data. You can build custom data flows from scratch, configuring every detail to match your specific needs, or jumpstart your analysis with prebuilt templates that deliver instant insights.

For those who need quick, professional-quality reports without the setup work, Coupler.io offers two types of ready-to-use solutions:

• Data set templates that provide clean, analysis-ready data with pre-configured metrics and transformations
• Dashboard templates that visualize your QuickBooks data through interactive charts and reports

Both eliminate hours of manual work organizing financial data and calculating metrics, letting you focus on analysis rather than data preparation.

Data set templates for QuickBooks

Data set templates are ready-made reporting solutions designed by Coupler.io's data analysts for common QuickBooks scenarios. These templates come pre-configured with the right data sources, transformations, and key metrics, so you can go from raw QuickBooks data to actionable insights instantly—no complex calculations or manual data blending required.

Available QuickBooks data set templates:

• Monthly profit and loss analysis with QuickBooks data -- View current and previous month P&L totals to monitor income, costs, and earnings by category
• Annual profit and loss analysis for business growth insights -- Review 12-month financial performance including profit trends and detailed revenue/expense breakdowns
• Understanding your company's financial position with balance sheet analysis -- Get clear view of assets, liabilities, and equity with 12-month balance sheet reporting
• Annual general ledger analysis for comprehensive financial oversight -- Overview company financial activity over the past year, segmented by account and transaction type
• Tracking business transactions for audits and financial reviews -- Monitor all financial transactions across 12 months to support audits and detailed reconciliations
• Invoice management and cash flow optimization strategies -- Track invoice status, payment progress, and outstanding balances to improve billing performance
• Customer-level sales analysis for strategic planning -- Understand annual revenue per customer to identify top clients and shape sales strategy
• Cash flow comparison analysis for operational finance management -- Compare current and previous month cash flow to monitor liquidity and manage operational finances
• Annual cash flow analysis by category for financial planning -- Analyze yearly cash flow patterns across key categories to understand spending trends
• Annual profit and loss analysis by category for business health assessment -- Assess business financial health by reviewing income, expenses, and net profit across categories
• Detailed monthly profit and loss comparison for performance monitoring -- Compare detailed P&L records between current and previous months to track profitability
• Comprehensive annual profit and loss breakdown for strategic insights -- Gain detailed breakdown of yearly income and expenses with profitability metrics
• QuickBooks account structure analysis for consistent categorization -- Review chart of accounts by classification and type to ensure consistent financial categorization
• Annual product sales analysis for strategic planning -- Evaluate yearly product performance by analyzing revenue, quantity sold, and category trends
• Bills management and payables optimization with QuickBooks -- Track outstanding and paid bills by vendor to manage payables and maintain healthy cash flow
• QuickBooks invoice and item-level analysis for billing optimization -- Analyze invoices with item-level data to monitor billing status and product-specific performance
• QuickBooks monthly cash flow analysis by category -- Review current month cash inflows and outflows to assess operational liquidity
• QuickBooks monthly profit and loss performance review -- Review current month income and expense performance grouped by financial categories
• Annual financial activity analysis without profit metrics -- Analyze detailed yearly financial activity excluding profit figures, grouped by classification
• Annual profit and loss summary without class segmentation -- Review account-level yearly financial performance without class breakdown

Dashboard templates for QuickBooks

Dashboard templates deliver complete visual reporting solutions that combine multiple QuickBooks data sources into unified interfaces. These templates work across different platforms—available in Coupler.io with built-in AI insights, Google Sheets, Looker Studio, and Power BI—giving you flexibility to work in your preferred environment.

Financial overview dashboard

The QuickBooks financial dashboard delivers a complete view of your company's financial performance, combining profit and loss tracking, balance sheet analysis, cash flow monitoring, and bank account summaries in one place. It provides the financial insights needed to monitor profitability, understand your company's financial position, and manage liquidity effectively.

Key insights provided:

• Profit and loss summaries showing revenue, expenses, and net income for the last month, month to date, and year to date with visual trend comparisons
• Balance sheet snapshots displaying assets, liabilities, and equity with period-over-period change tracking
• Cash flow visualization highlighting net cash changes, end-of-period cash position, and cash movement patterns
• Bank and cash account balances across all linked accounts with multi-currency breakdowns for international transactions

How to use: This dashboard is available in Coupler.io with built-in AI insights, as well as templates for Google Sheets and Looker Studio. Connect your QuickBooks account through the built-in connector, and the dashboard automatically populates with your data.

Revenue dashboard

The revenue dashboard helps you monitor income and expenses while analyzing revenue distribution by customers and products. It reveals which clients and offerings drive your business, enabling data-driven decisions about marketing focus, customer retention, and product strategy.

Key insights provided:

• Overall revenue trends for the last 12 months to identify seasonal fluctuations, peak periods, and unexpected changes
• Profit and loss overview comparing revenue against expenses to assess cost management effectiveness
• Customer analysis revealing your most valuable clients by revenue contribution for targeted relationship management
• Product performance metrics showing which offerings generate the most revenue for inventory and sales optimization

How to use: This dashboard is available in Coupler.io with built-in AI insights, plus templates for Google Sheets, Looker Studio, and Power BI. Navigate to the Readme tab inside the template for step-by-step setup instructions with your QuickBooks data.

Accounts payable dashboard

The accounts payable dashboard provides visibility into payment obligations, helping you understand who your main creditors are and prioritize vendor payments effectively. It enables better cash flow management by showing both your payment commitments and available funds across accounts.

Key insights provided:

• Unpaid and overdue bill amounts in your home currency with top 10 vendors ranked by credit debt
• Complete vendor share analysis showing each supplier's portion of your total accounts payable
• Paid bills history for evaluating vendors by payment amounts and making prioritization decisions
• Bank and cash balances by accounts and currency to assess payment capacity
• Aging analysis breaking down overdue amounts by vendor across current, 30-day, 60-day, 90-day, and 90+ day periods
• Detailed vendor bills table covering the last 12 months across all currencies

How to use: This dashboard is available as a template in Google Sheets and Looker Studio. Click the Readme tab in the template and follow the setup guide to connect your QuickBooks account through Coupler.io.

Accounts receivable dashboard

The accounts receivable dashboard offers clear visibility into outstanding customer payments, showing who owes you money and enabling strategic decisions about collection activities. It helps prevent cash gaps by highlighting payment priorities and tracking customer payment behavior over time.

Key insights provided:

• Unpaid and overdue invoice amounts in your home currency with top 10 customers ranked by outstanding balance
• Customer share analysis showing each client's portion of your total accounts receivable
• Paid invoice history for evaluating customer payment patterns and deciding on collection strategies
• Monthly invoice dynamics tracking both paid and unpaid invoices to spot trends
• Aging analysis breaking down overdue amounts by customer across current, 30-day, 60-day, 90-day, and 90+ day periods
• Comprehensive customer invoices table covering the last 12 months across all currencies

How to use: This dashboard is available as a template in Google Sheets and Looker Studio. Navigate to the Readme tab to find step-by-step instructions for connecting your QuickBooks account via Coupler.io and setting up automated data refresh.

How much does a QuickBooks connector cost?

A QuickBooks connector requires a data integration platform to automate the flow of financial data from QuickBooks to your business tools. The cost depends on your specific needs, such as the number of connections you require, how frequently you need data refreshed, and how many team members need access.

Coupler.io offers the QuickBooks connector with flexible pricing that scales with your business, from individual users to enterprise teams. This automated approach eliminates the time spent on manual exports while keeping your financial data up to date across all your tools.

Coupler.io pricing tiers that include QuickBooks connectors

Coupler.io offers several pricing tiers to accommodate different business needs:

• Free forever plan: includes 1 data connection and 1 user
• Personal plan: $24/mo for 5 data connections and 1 user
• Professional plan: $99/mo for 25 data connections and 5 users
• Team plan: $199/mo for 100 data connections and 10 users
• Business plan: $449/mo for 400 data connections and unlimited users

All plans include the QuickBooks connector, with differences in refresh frequency, number of live data flows, and additional features. Annual billing provides significant discounts compared to monthly payments.

The true value of a QuickBooks connector comes from the combination of time savings, error reduction, and improved decision-making that automated data integration enables. When viewed through this lens, implementing a QuickBooks connector is an investment that typically pays for itself many times over.

FAQs about QuickBooks connectors

Which QuickBooks versions are supported?

Coupler.io's connector works with QuickBooks Online, including QuickBooks Online Advanced. It supports both US and international versions of QuickBooks Online.

Is the QuickBooks connector secure?

Yes, Coupler.io prioritizes security by using OAuth 2.0 authentication, transferring data without storage, providing granular permission controls, and complying with data protection regulations.

What QuickBooks data can I access?

With Coupler.io, you can access virtually any QuickBooks data entity, including accounts, invoices, bills, customers, vendors, payments, expenses, journal entries, transactions, profit and loss reports, balance sheets, and custom reports. This comprehensive access ensures you can analyze any aspect of your financial data across all connected destinations.

Key QuickBooks entities available through Coupler.io:

• Account - Complete chart of accounts data including account types, balances, and classifications for building financial statements and tracking account activity across destinations
• Attachable - Supporting documents and receipts linked to QuickBooks transactions for audit trail documentation and compliance reporting
• Bill - Vendor bill data with line items, due dates, and payment status for managing accounts payable and tracking expenses across platforms
• BillPayment - Payment records for vendor bills, essential for cash outflow analysis and vendor relationship management
• Budget - Budget allocations by account and period for variance analysis and performance tracking against financial targets
• Class - Department, location, or project classifications for segmented reporting and multi-dimensional financial analysis
• CompanyInfo - Business metadata and company details for report headers and multi-entity consolidation scenarios
• CreditMemo - Customer credit and return records for analyzing refund patterns and calculating net revenue
• Customer - Master customer data with contact information and transaction history for customer analytics and segmentation
• Department - Organizational unit information for building hierarchical reports and enabling departmental analysis
• Deposit - Bank deposit records for reconciling cash receipts and understanding revenue collection timing
• Employee - Staff information for payroll analysis, resource allocation reporting, and labor cost tracking
• Estimate - Sales quotes and proposals for pipeline analysis and quote-to-close conversion tracking
• ExchangeRate - Currency conversion rates for multi-currency consolidation and foreign exchange analysis
• Invoice - Customer invoices with line-item details for revenue analysis, billing patterns, and receivables management
• Item - Product and service master data with pricing and cost information for margin analysis and profitability tracking
• JournalEntry - Manual general ledger entries for adjustment tracking and custom financial analysis
• JournalCode - Journal entry categorization codes for organizing and filtering manual transactions
• Payment - Customer payment records for cash collection analysis, DSO calculations, and working capital metrics
• PaymentMethod - Payment type information for analyzing how customers pay and optimizing payment channels
• Preferences - QuickBooks configuration settings for understanding account setup and reporting structures
• Purchase - Supplier purchase transactions for spend analysis, procurement tracking, and supplier performance
• PurchaseOrder - Outstanding supplier orders for commitment reporting and inventory planning
• RefundReceipt - Customer refund transactions for return rate analysis and customer satisfaction tracking
• SalesReceipt - Point-of-sale transaction records for daily sales tracking and cash management
• TaxAgency - Tax authority information for compliance reporting and tax liability management
• TaxCode - Tax rate assignments for accurate tax calculations in revenue and expense analysis
• TaxRate - Detailed tax rates by jurisdiction for multi-jurisdictional tax reporting
• Term - Payment terms master data for analyzing customer payment behavior and credit policy effectiveness
• TimeActivity - Billable hours and time tracking for professional services profitability and resource utilization analysis
• Transfer - Inter-account transfer records for internal cash movement tracking
• Vendor - Supplier master data with transaction history for spend analysis and supplier relationship management
• VendorCredit - Supplier credits for return tracking and payables adjustment analysis

Multi-destination advantage: These entities can be sent to different destinations based on use case requirements. For example, send raw invoice data to BigQuery for historical analysis while simultaneously creating invoice aging summaries in Google Sheets for daily collections management and building visual AR dashboards in Looker Studio for executive reporting—all from a single QuickBooks connection.

What QuickBooks reports can you export with Coupler.io?

With Coupler.io, you can automate the export of numerous QuickBooks standard reports, ensuring your financial data stays current without manual downloads. Here are the key reports available:

• Account List Details - A comprehensive overview of all your financial accounts, including account types, balances, and descriptions for managing your chart of accounts.
• AP Aging Detail - Shows unpaid vendor bills categorized by days overdue, helping you manage accounts payable and track outstanding liabilities.
• AP Aging Summary - A summarized view of unpaid vendor bills grouped by aging periods (0-30 days, 31-60 days, etc.) for quick payables assessment.
• AR Aging Detail - Lists outstanding customer invoices categorized by days overdue, essential for managing accounts receivable and collection efforts.
• AR Aging Summary - Provides a summarized view of outstanding invoices grouped by aging periods for quick receivables overview.
• Balance Sheet - Presents a snapshot of your business's financial position with assets, liabilities, and equity, essential for understanding financial health.
• Balance Sheet Comparison - Compares balance sheets across different periods to identify trends in your financial position over time.
• Balance Sheet Detail - An expanded version of the balance sheet with detailed account breakdowns and transaction-level information.
• Cash Flow Statement - Tracks cash movements in and out of your business across operating, investing, and financing activities.
• Customer Balance Detail - Shows detailed transaction history for each customer, including invoices, payments, and current balances.
• Customer Balance Summary - Provides a high-level view of customer balances without transaction details.
• General Ledger - A complete record of all financial transactions posted to your accounts, serving as the foundation for all financial reporting.
• Inventory Valuation Summary - Shows the value of your inventory with quantities and costs for each item.
• Profit and Loss - Displays revenue, expenses, and net income over a specific period to assess business profitability.
• Profit and Loss Comparison - Compares P&L statements across different periods to analyze performance trends.
• Profit and Loss Detail - An expanded P&L with transaction-level details for each income and expense line item.
• Sales by Customer Summary - Breaks down total sales by customer, helping identify your most valuable clients.
• Sales by Product/Service Summary - Shows sales performance by individual products or services to understand what drives revenue.
• Trial Balance - Lists all accounts with their debit and credit balances, used to verify that total debits equal total credits.
• Vendor Balance Detail - Shows detailed transaction history for each vendor, including bills, payments, and outstanding balances.
• Vendor Balance Summary - Provides a high-level view of vendor balances without transaction details.

How frequently can data be refreshed?

Coupler.io allows data refreshes as frequently as every 15 minutes, ensuring near real-time access to your financial information. You can customize the schedule based on your business needs, from hourly to daily, weekly, or monthly updates.

Are there any technical requirements?

The only requirements are an active QuickBooks Online account, a destination account (Google Sheets, Excel, BigQuery, or Looker Studio), and a web browser for the initial setup—no coding, IT expertise, or special software installation is needed.

Can I combine data from multiple QuickBooks accounts?

Yes, Coupler.io allows you to integrate data from multiple QuickBooks accounts, which is particularly useful for businesses with separate entities or accounting firms managing multiple clients.