Empower end users to custom report & securely access QuickBooks Online data anywhere
Popdock lets you empower your end-users to access, work with, and take action on data from anywhere in the app where they work. Make QuickBooks data easier to work with and all the relevant, convenient data shown to the end-users who need it.
With Popdock, you can:
Popdock widgets allow you to embed any data in other applications as an iFrame. In the case of QuickBooks data, a very popular use case is embedding QuickBooks transactions in CRM on the related customer’s account record.
With Popdock widgets, you can Virtually Integrate any Dynamics GP data with other apps. Learn more about different ways to present data where your team works.
Popdock changes the reporting experience, it allows end users to create and customize their favorite reports with some pretty intuitive features that don’t require being data scientist:
The best part is that is that users have a universal interface and way to query any data, not just their QuickBooks data. Popdock includes connectors for a variety of business apps as well as universal connectors to databases and cloud applications via API’s.
Popdock includes powerful options to combine data, add restrictions, variables, and calculations. Join, merge, compare and summarize data across QuickBooks tables and with other cloud and on-premises applications you use.
Some examples of combining QuickBooks data include:
CRM + QuickBooks:
QuickBooks +Legacy system data reporting
Connect to the QuickBooks data you need. These are just a few of the default lists that come with the QuickBooks connector:
Take any of these out-of-the-box lists, modify them, or simply use them as a “template” to create new favorites that suite what you need.
There actually isn’t connector-based pricing. All of the available Popdock connectors are available with the purchase of every Popdock Plan. You can set up as many reports, connectors, and Popdock widgets as you’d like in all of the pricing plans. Learn more about pricing here
Yes, the Export to Excel option can be turned on for any Popdock list and can also be made available within Popdock widgets. One Popdock app we highly recommend is the Popdock add-in for Microsoft Excel, which allows the end user to select any Popdock list favorite available to them to bring the data into Microsoft Excel.
Yes, you can set up a connector for each QuickBooks instance and then use custom lists to join, merge, compare or summarize your data.