Connector
Accounting
Financial
Virtual Integration
Virtual Migration

QuickBooks

Empower end users to custom report & securely access QuickBooks Online data anywhere

Flexible QuickBooks Reporting and Integration

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:

  • Combine QuickBooks table data + data from other apps
  • Use an intuitive to interface to add as many filters as you’d like and work with QuickBooks data
  • Share data with other people in your company that you don’t necessarily want logging into QuickBooks.
  • Embed related data in QuickBooks or embed other data in QuickBooks

Virtually Integrate for QuickBooks

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.

Empower QuickBooks end users to self-service.

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:

  • Unlimited filtering with advanced comparison options –periods (daily, monthly, quarterly, annual options) and compare to other data.
  • Search
  • Add/Remove Columns
  • Group/Subgroup
  • Quickly create charts
  • Share, tag, and export
  • Use any lists in the Popdock Add-in for Excel
  • Enable an API endpoint for any Popdock list to use in Power BI or Tableau

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.

Combine QuickBooks with other data and create custom reports.

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:  

  • Sales summaries with relationship manager (from CRM) by comparison date filters: daily sales, this month, year-to-date, this quarter,etc
  • ROI & spend related to campaigns
  • Commission reporting
  • Combine data from multiple tables in QuickBooks
  • Combine data from multiple QuickBooks environments

Exception reports:

  • Any place where data may be missing
  • Data not integrated between QuickBooks and your other apps

QuickBooks  +Legacy system data reporting

Lists

Connect to the QuickBooks data you need. These are just a few of the default lists that come with the QuickBooks connector:

  • Accounts
  • Bills
  • Customers
  • Deposits
  • Employees
  • Estimates
  • Invoices
  • Memos
  • Payments
  • Purchases
  • Refunds
  • Transfers
  • Vendors

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.

Technical Details

Popdock lets you create lists that include data from multiple tables and multiple sources, if you’d like. With the QuickBooks connector, you can provide access to any data that’s available via the QuickBooks Online API. Learn how to add a QuickBooks connector here.

Common Questions

Frequently Asked Questions

What is the price for this connector?

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

Is it possible to get Popdock reports into Microsoft Excel?

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.  

Is it possible to report across multiple instances of QuickBooks?

Yes, you can set up a connector for each QuickBooks instance and then use custom lists to join, merge, compare or summarize your data.

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We're committed to your privacy. eOne Solutions, the creator of Popdock, uses the information you provide to us to contact you about our relevant content, products, and services. You may unsubscribe from these communications at any time. For more information, check out our Privacy Policy.

Thank you! Your submission has been received!
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