QuickBooks Advanced Analytics

Advanced Analytics for QuickBooks Online empowers you with financial analytical capabilities over your QuickBooks Online data. With this connector you can create insightful reports & dashboards over your QuickBooks data for indepth financial analysis.

General

1. What is Zoho Analytics?

Zoho Analytics is a self-service BI and data analytics software that lets you analyze your data, create stunning data visualizations, and discover hidden insights in minutes.

It offers the following important capabilities:

Complete Online Reporting & Business Intelligence service accessible anytime and anywhere!
Easy to adopt 'Spreadsheet-like' interface with powerful drag & drop based reporting features for quick report creation.
Visual Analysis capability for in-depth analysis and to slice & dice your data
Supports a wide range of reporting capabilities like Dashboards, Charts, Pivot Tables, Summary and simple Tabular reports. Supports creation of KPI widgets in dashboards to analyze the performance.
Supports data import from variety of file formats like Excel, JSON, HTML etc. Also supports data import from cloud storage and Web URLs. Supports periodic scheduling of import.
Integrated with QuickBooks to empower your QuickBooks data with the powerful reporting capabilities of Zoho Analytics.
Integrated with other Zoho products such as Zoho CRM, Zoho Projects, Zoho Books, Zoho BugTracker, Zoho Recruit etc.
Zoho Analytics is integrated with popular business applications like Google Analytics, Salesforce CRM etc.
You can also integrate your own applications with Zoho Analytics using Zoho Analytics API.
Integrated with Zapier to power up import from over 500+ apps.
Blend & merge data from across different sources to create meaningful business reports
With an advanced formula engine, you can derive key business metrics from your data. Also supports SQL (Structured Query Language) driven querying for powerful report creation.
Real-time collaboration by sharing data and reports in read or read-write modes with your colleagues & friends.
Export and Print reports in variety of formats. Notify reports via email.
Publish reports for wider consumption. Embed reports within your websites, web applications and blogs.
Highly secure through user login with support for HTTPS (SSL connection). All your data and reports are hosted in highly secure datacenters. (Refer Security and Privacy)
Supports Logo Rebranding.

2. What is QuickBooks Advanced Analytics connector?

QuickBooks Advanced Analytics Connector enables you to import your QuickBooks Online data into Zoho Analytics for advanced reporting and analysis. This connector brings in all the capabilities of Zoho Analytics described above to QuickBooks users.

A full-featured business intelligence (BI) and reporting tool that can slice & dice your QuickBooks data to create any report/dashboard you require.
Over 50+ handpicked reports/dashboards that anyone using QuickBooks will find great value in.
Create your own reports and dashboards based on not only your QuickBooks data but also from any other data sources and popular business applications.
Share reports and dashboards with your colleagues.
Schedule and email your reports whenever you want.
Export your reports as PDF, HTML, Excel, CSV and image files.
Embed your reports in websites, blogs etc.

3. Who can subscribe to the QuickBooks connector?

Any QuickBooks Online user who is an Administrator of the company in QuickBooks can configure this connector to analyze their QuickBooks company data. Please note that, only one setup is allowed per company in Zoho Analytics.

4. What do I get when I Subscribe to this Connector?

As a QuickBooks Online users, subscribing to this connector brings you immense benefits. You get to look at your data in QuickBooks in ways you haven't looked at before. Using this Zoho Analytics connector enables you to do powerful analysis of your QuickBooks Online data and create insightful reports & dashboards. You can create reports like Bills trend by count, outstanding revenue details, Purchase order funnel and much more with ease.

Zoho Analytics drag-and-drop based reporting is so easy to use that you could create any report or dashboard on your QuickBooks data with no IT help or technical knowledge and share them to your colleagues.

Pricing

1. How much does this connector cost?

The Quick Books Advanced Analytics connector is available from the Basic plan onwards.

Refer to the Zoho Analytics pricing page.

To subscribe to a paid plan:

Log into Zoho Analytics.
Click the Subscription link displayed in the top-right corner. A page displaying your current plan details will appear.
You can subscribe to a paid plan by clicking the Upgrade button or on the Upgrade tab.
Choose the plan that best suits your needs.
Once you have decided on the plan, click the Upgrade button available below the corresponding plan.
In the Plan and Connector Charges page that opens you can choose the subscription interval (either yearly or monthly). The total cost of the plan based on the subscription interval will be displayed at the bottom.
Click Proceed.
In the page that appears, enter the necessary credit card details, and click Make Payment.

2. Do you provide trial evaluation for this connector?

Yes, we do provide a 15-day free trial for this connector from the date of setup. Only one trial per company is allowed.

3. What do you mean by 'Users' in the pricing plan?

Anyone to whom you privately share your Workspace, tables (data), reports and dashboards, created in Zoho Analytics, for collaboration is considered a 'User' in Zoho Analytics. A user is identified by his/her unique email address, with which their Zoho Analytics account was registered.

Suppose you subscribe to the Zoho Analytics Standard plan, you can privately share the data/reports in your account and collaborate with 4 other persons. Now your Zoho Analytics account is said to have 5 users (including yourself). Click to know more about the Zoho Analytics user model.

4. What do you mean by 'Rows' and how is it calculated in the pricing plan?

In Zoho Analytics, a row or record is defined in the same context as in a Workspace (or spreadsheet). In simple terms, a table consists of rows (records) and columns (fields). Each row in a table represents a set of related data and has the same structure. For example, in a table that represents "Invoices", each row would represent a single invoice record. The number of rows calculated for pricing, is the sum of all rows/records stored across all your Workspace tables in your Zoho Analytics account.

Setup

1. How do I setup the Connector for my QuickBooks account?

Also refer:

2. How long should I wait for my QuickBooks company data to initially appear in Zoho Analytics?

After configuring this connector, you might have to wait sometime for the initial data fetch to happen. You will receive an email notification once the import is complete. If you access the Workspace before the initial fetch, it will not display any data.

3. I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'. What should I do?

The import/sync process of your QuickBooks company data can fail sometimes, due to a variety of reasons. Hence you may receive such mails occasionally. The Zoho Analytics team will look into it immediately and get back to you, after taking the required corrective action.

Case 1: You will receive the Setup Process Failed mail when there is a failure during the initial fetch. In this case we request you to:

Open the Workspace in which you have setup the connector.
Click the QuickBooks button (or Data Sources button - in the case where the Workspace contains multiple tables) in the Explorer tab.
In the Data Sources tab that appears click the Retry Now link.
If the issue persists please do write to support@zohoanalytics.com. We will look into it and get back to you immediately.

Case 2: You will receive the Synchronization Failed mail if there is any failure during the data synchronization process between QuickBooks and Zoho Analytics, after the initial setup & import of data. This might be a momentary failure due to any internal issues. This import schedule will get suspended if there are five successive failures.

4. How frequently can I synchronize my data with Zoho Analytics?

If you have bought the connector over a Basic plan, you will be able to synchronize your data only once every day.

If you are a user of the Standard plan or above, you can choose to synchronize your data at hourly intervals mentioned below.

3 Hours
6 Hours
12 Hours

5. Can I edit the QuickBooks connector Synchronization setting?

Yes, you can edit the QuickBooks connector synchronization setting if you are the administrator of the Zoho Analytics account.

To do so,

Open the QuickBooks Advanced Analytics Workspace.
Click the QuickBooks button in the Explorer tab (or Data Sources button - in the case where the Workspace contains multiple connector setups).
In the Data Sources tab that opens, click the Edit Setup link.

Make the necessary changes and click Save.

6. How do I disconnect my QuickBooks Online connection from Zoho Analytics?

You can disconnect your QuickBooks connection from within Zoho Analytics as well as QuickBooks Online.

From Zoho Analytics

Open the QuickBooks Advanced Analytics Workspace.
Click the QuickBooks button in the Explorer tab (or Data Sources button - in the case where the Workspace contains multiple connector setups).
In the Data Sources tab that opens, click the Edit Setup link.
Click the Disconnect link.

From QuickBooks Online:

Log into your QuickBooks Online account
Click Apps
Click the Disconnect link below Zoho Analytics

7. How do I reconnect my Zoho Analytics Workspace with Quick Books Online?

Open the QuickBooks Advanced Analytics Workspace.
Click the QuickBooks button in the Explorer tab (or Data Sources button - in the case where the Workspace contains multiple connector setups).
In the Data Sources tab that opens, click the Edit Setup link.
Click Re-Authenticate and reauthorize data sharing between QuickBooks Online and Zoho Analytics.

8. Can I synchronize my QuickBooks company data instantly?

Yes, you can synchronize your QuickBooks company data instantly when needed.

To synchronize your data instantly:

Login to your Zoho Analytics account.
Open the corresponding Workspace.
In the Explorer tab, click the QuickBooks button (or Data Sources button - in the case where the Workspace contains multiple connector setups).
In the Data Sources tab that opens click Sync Now.

QuickBooks company data will get instantly synchronized.

Note: This option can be used to a maximum of five times a day.

9. In whose account will the QuickBooks connector be setup?

It will be setup in the corresponding Zoho Analytics account of the QuickBooks Administrator who configured this connector. Only one Zoho Analytics setup per company is allowed.

10. How can I view the information about data synchronization between QuickBooks and Zoho Analytics?

You can view detailed information about the data synchronization that happens between QuickBooks and Zoho Analytics by following the steps given below.

Open the corresponding Workspace in Zoho Analytics.
In the Explorer tab, click QuickBooks/Data Sources button. The Data Sources tab opens listing the below details.

Last Data Sync Status: The status of the last synchronization.
Last Data Sync Time: The time of the last synchronization.
Schedule: The interval in which the import is scheduled.
Next Schedule Time: The time of the next schedule.
Time Zone: The timezone of the schedule.
Synchronizations Done: Number of synchronizations done in that particular day.

11. What are the modules in QuickBooks on which I could create reports using this connector?

Data from the following modules in QuickBooks will get synchronized with Zoho Analytics.

Accounts
Bill, Bill Item, Bill Payment
Budgets
Bundle Components
Classes
Customers
Customer Type
CreditMemo, CreditMemo Item
Credit Memo Bundle Components
Departments
Employee
Estimates, Estimate Item
Estimate Bundle Components
Expenses, Expense Item
Invoice, Invoice Item, Invoice Payment
Invoice Bundle Components
Items
Purchase order, Purchase order Item
Recurring Bills
Recurring Invoices
Recurring Transfer
Recurring Expenses
Recurring Deposits
Recurring Credit Memos
Recurring Estimate
Recurring Journal Entries
Recurring Refund Receipts
Recurring Sales Receipts
Recurring Vendor Credits
Recurring Purchase Orders
RefundReceipts, RefundReceipt Item
Refund Receipt Bundle Components
Sales Receipts, Sales Receipt Item
Sales Receipt Bundle Components
Tax Code, Tax Agency, Tax Rate
Time Activity
Vendor, Vendor Credit, Vendor Credit Item

12. How to create my own reports with this connector?

You can refer to the below presentation to know how to create your own reports & dashboards using Zoho Analytics.

Also refer:

Note: For creating your own reports using this connector, you must be the Account Administrator or the Workspace Administrator.

13. Who has access to the reports I create?

By default, the reports you create are accessible only to you. However, you can share the reports with your colleagues using the 'Sharing' options available in Zoho Analytics. Refer How to Share Reports & Dashboards question.

14. Can I setup the QuickBooks connector in any other existing Workspace or in any other analytics Workspace?

Yes, you can setup the QuickBooks connector in any of the existing Workspace or in any of the advanced analytics Workspace to analyze data together. To do this,

Open the Workspace into which you would wish to import your QuickBooks data
Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
In the Create New Table tab that opens, select Import from QuickBooks.
In the Import from QuickBooks dialog that opens, select the company that you wish to import.
Select the modules that needs to be imported into Zoho Analytics.
Select the necessary schedule import options in the Schedule Import Settings section and click Next.

Your QuickBooks data will be imported into your Workspace. Refer to this setup presentation.

15. Can I import data from multiple QuickBooks Companies?

Yes, you can configure multiple QuickBooks setups if you have subscribed for a paid plan.

16. How can I import data from multiple QuickBooks companies?

You can configure multiple QuickBooks setups if you have subscribed for a paid plan. You can choose to import multiple organizations in the same Workspace or in a different Workspace.

If you wish to import the data in an individual Workspace refer to this question.

To import data from multiple companies into the same Workspace,

Open the Workspace in which you have setup the connector.
Click the Import Data button in the Explorer tab or Select New > New Table/Import Data.
In the Create New Table window that opens, select Import from QuickBooks.
In the Import from QuickBooks dialog that opens, Select the organization that you wish to import.
Select the entities and their corresponding fields.
Select the necessary schedule import options in the Schedule Import Settings section.
Click Create.

17. Can I setup the Connector in an account other than the one who configures/sets up the trial?

Yes, you can do this. If the account on which the trial is configured is not upgraded after trial expiry, then the account will be downgraded to free plan and eventually the sync will also be deleted. In this case you will be able to set up the synchronization in the account only by purchasing the Connector.

To purchase the connector,

Log into Zoho Analytics.
Click the Subscription link in the top right corner.
Click Manage your plan button.
In the Plans and Connector Charges page, you can select the connectors that you wish to buy.
Select QuickBooks and click Proceed.
Enter your credit card details and make the payment.

Please not that, you will not be able to use trial the tool again. Also, if you have setup the trial in a different account, you will have to delete that connection from your QuickBooks Online account. Please refer to this QuickBooks help document to know how.

18. Can I transfer my QuickBooks connector to another admin account?

At present, we do not provide an option in the user interface. If you require this transfer, please do mail us to support@zohoanalytics.com and we will do this for you.

19. How can I remove the setup?

To remove the setup,

Login to your Zoho Analytics account.
Open the corresponding Workspace.
In the Explorer tab, click QuickBooks button (or Data Sources button - in the case where the Workspace contains multiple connector setups).
In the Data Sources tab that opens click the Settings icon and select Remove Data Source as shown in the snapshot.

Reporting Features

1. What are the report types supported by Zoho Analytics?

Zoho Analytics supports a wide variety of reports.

Charts
- Pie
- Bubble
- Packed Bubble
- Bullet
- Dial
- Bar
- Stacked bar
- Line
- Smooth Line
- Scatter
- Combination
- Area
- Stacked Area
- Web
- Funnel
- Doughnut
- Table View
Pivot tables (Matrix Views)
Summary view
Tabular view
Dashboards (multiple reports arranged in the same page)

2. What are the default reports & dashboards created by Zoho Analytics, on setting up this connector?

When you setup/configure the QuickBooks Integration Connector, 50+ default reports & dashboards are automatically created. These hand-picked reports will be pretty useful in analyzing your Books company data effectively.

You can quickly review the default reports from the QuickBooks Advanced Analytics Sample Workspace.

3. Can I modify the default reports that have been created by this connector? If so, how?

Yes, you can modify the default reports. If you are the 'Account Administrator' or a 'Workspace Administrator' of the Zoho Analytics account in which the Connector is configured (Refer Managing Users in Zoho Analytics). To modify the reports click the Edit Design button in a report's toolbar and you will be able to make the changes. If you are just a user who's been shared the report, save a copy of the report by clicking the Save As icon. Now you can edit this new copied report.

4. How do I create reports using fields/columns across different modules?

Columns from across different QuickBooks modules are joined by default. Therefore, you can create reports by simply dragging and dropping the respective columns.

5. What are 'Formulas' in Zoho Analytics?

Formulas, as the name indicates, are calculations that you could define in Zoho Analytics to help you create the required reports. Zoho Analytics provides a powerful formula engine to create any type of calculations required, to enable creating the required reports. Refer Adding Formulas in Zoho Analytics to know more.

6. What are the default formulas added by Zoho Analytics, on setting up this connector?

You can also add your own formulas to derive your own calculations. Do refer to Adding Formulas in Zoho Analytics help page. You can view these formulas by opening the corresponding table and selecting Add>Edit Formulas.

The below table lists all the default formulas that will be created in the Bills table

Formula Name	Formula	Formula Type	Description
Balance In Base Currency	"Balance"/"Exchange Rate"	Custom	Displays the grand total in base currency
AP Age	datediff( currentdate( ),"Due Date")	Custom	Displays the number of days delayed (from due date)
Days Remaining	if(datediff( currentdate( ),"Due Date") >0, concat( 'Past ',datediff( currentdate( ),"Due Date"),' Days' ) ,datediff( "Due Date",currentdate( )) )	Custom	Displays the number of days until due date.
Bill Balance Status	if(datediff( currentdate( ),"Due Date") >0, 'Overdue','Due')	Custom	Displays if the balance bill amount is in due or overdue.
Status	if("Balance In Base Currency"=0,'Paid','Pending')	Custom	Displays the status of the bill.

The below table lists all the default formulas that will be created in the Expense table

Formula Name	Formula	Formula Type	Description
Total Expense	count("Expenses"."Expense ID")	Aggregate	The total expense incured

The below table lists all the default formulas that will be created in the Estimates table

Formula Name	Formula	Formula Type	Description
Invoiced Estimates	countif(isnull("Estimates"."Invoice ID"),0,"Estimate"."Estimate ID")	Aggregate	Estimate of the bill
Rejected Estimates	countif("Estimates"."Status"='Rejected',"Estimate"."Estimate ID",0)	Aggregate	Estimates of invoices that were declined

The below table lists all the default formulas that will be created in the Expense Line Items table

Formula Name	Formula	Formula Type	Description
Billable expense	sumif("Expense Line Items"."Billable Status"='BILLABLE',"Expense Line Items"."Amount",0)	Aggregate	Resources that can be billed to clients.
Nonbillable expense	sumif("Expense Line Items"."Billable Status"='NOT_BILLABLE',"Expense Line Items"."Amount",0)	Aggregate	Resources that cannot be billed to clients.

The below table lists all the default formulas that will be created in the Invoices table

Formula Name	Formula	Formula Type	Description
Status	if("Balance"=0,'Paid','Payable')	Custom	Provides the status of the invoice.
Balance In Base Currency	"Balance"/"Exchange Rate"	Custom	Displays the balance in base currency.
AR Age In Days	datediff( currentdate( ),"Due Date")	Custom	Number of days it takes for an Invoice to be closed
AR Balance Due	if(datediff( currentdate( ),"Due Date") >0, 'Overdue','Due')	Custom	Displays the due in account receivables.
Days Remaining	if(datediff( currentdate( ),"Due Date") >0, concat( 'Past ',datediff( currentdate( ),"Due Date"),' Days' ) ,datediff( "Due Date",currentdate( )) )	Custom	Displays the days remaining until due date.
Age Tier	if( "AR Age in Days" >= 0, if( "AR Age in Days" <= 20, '1. 0 - 30 days', if( "AR Age in Days" <= 60, '2. 31 - 60 days', if( "AR Age in Days" <= 90, '3. 61 - 90 days', if( "AR Age in Days" <= 180, '4. 91 - 180 days','5. Above 180 days')))), '6. Negative - Not Valid')	Custom	Classifies the time spent on an invoice to close it, into different time period baskets, e.g., within 60 months, within 120 days etc.,
Overdue AR	sumif(datediff(currentdate(),"Invoices"."Due Date"),"Invoices"."Balance",0)	Aggregate	Displays the overdue.
AR Balance in Due	sum("Invoices"."Balance")-"Invoices"."Overdue AR"	Aggregate	Displays the average receivable due in balance.

The below table lists all the default formulas that will be created in the Invoice Line Item table

Formula Name	Formula	Formula Type	Description
Avg Cost	avg("Invoice Line Items"."Amount")	Aggregate	Provides the average cost of an item.
Revenue Till Date	sum("Invoice Line Items"."Amount")	Aggregate	Provides the amount of revenue generated till date by the item
COGS (Cost Of Goods Sold)	sum(if("Invoices"."Status"='Paid',"Items"."Purchase Cost"*"Invoice Line Items"."Quantity",NULL))	Aggregate	Displays the total cost of the goods sold.
Sales Value	sum(if("Invoices"."Status"='Paid',"Invoice Line Items"."Amount",NULL))	Aggregate	The amount of money received after sales.
Projected Profit	"Invoice Line Items"."Sales Value"-"Invoice Line Items"."COGS (Cost Of Goods Sold)"	Aggregate	Displays theestimated profit.
Profit %	("Invoice Line Items"."Projected Profit"/"Invoice Line Items"."Sales Value")*100	Aggregate	Displays profit in percentage.

The below table lists all the default formulas that will be created in the Items table

Formula Name	Formula	Formula Type	Description
Cost of Stocks in hand	"Purchase Cost"*"Quantity On Hand"	Custom	Displays the cost of the available stocks.

The below table lists all the default formulas that will be created in the Purchase order table

Formula Name	Formula	Formula Type	Description
Total In Base Currency	"Total"/"Exchange Rate"	Custom	Displays the total balance in base currency.

The below table lists all the default formulas that will be created in the Vendor Credits table

Formula Name	Formula	Formula Type	Description
Grand Total in Base Currency	"Total"/"Exchange Rate"	Custom	Displays the grand total in base currency.

7. How do I create my own custom formulas in Zoho Analytics?

Refer to the Adding Formulas in Zoho Analytics help page.

8. Can I add/modify data in the QuickBooks company data tables in Zoho Analytics?

No, you cannot add modify data in QuickBooks company data tables. Data from QuickBooks modules gets automatically synched into Zoho Analytics in the different tables (one table for one module). You cannot edit any of this data or add new data records from within Zoho Analytics.

However, you can add new tables and add/import data into that, to create reports combining it with the data from QuickBooks.

9. Can I add new columns to the QuickBooks company data tables in Zoho Analytics?

No, you cannot add new columns. But, you can add Formula Columns and Aggregate Formulas (i.e., calculated fields) to these tables to help you create powerful reports. Refer Adding Formulas to know more on this.

10. Can I add new data tables in this Workspace to create reports & dashboards?

Yes, you can add new data tables. Click New > New Table to add a new table in the existing QuickBooks Workspace.

With this feature, you can import data from other sources or add them manually into your Workspace to analyze and create reports combining this with your QuickBooks company data . You can also import data from other business applications like Google Analytics etc. With Zoho Analytics API you can integrate data from other applications.

Refer:

11. Can I combine data from other sources with the data from QuickBooks to create reports and dashboards?

es, you can combine data from your other sources with your QuickBooks data for analysis.
To do this, you need to add/import a new data table into the QuickBooks Workspace and then define a look-up to join it with the synchronized table from QuickBooks.

To define a lookup relationship between two tables, it is essential that the tables have at least one column which is common between them. Follow the below steps to look up a column from QuickBooks along with the data from any other source.

Open the corresponding table, right click the column header and select Change to Lookup Column.
In the Change to Lookup Column dialog that opens, select the column to look up.
Click Ok

Please do note that you can create Lookup only to columns in the tables that are not from the same data source.

12. Can I join data from multiple tables to create reports?

Yes, you can join data from multiple tables to create the reports. Refer to Joining Tables in Zoho Analytics for detailed help on this.

13. What are Query Tables?

Zoho Analytics allow you to pull the data required by writing standard SQL SELECT Queries. This is called Query Tables. With Query Tables you can also combine data from different tables and create reports over the same. Click here to know about how to create Query Tables in Zoho Analytics.

Users, Sharing & Collaboration

1. How do I share the reports in Zoho Analytics with my colleagues?

You can share the default reports provided in the QuickBooks connector and the reports you have create, with other users in your portal. Refer to Sharing and Collaboration help page for more details on this.

Once you privately share a report to your colleagues they will be able to access the reports as you do. Refer here to know how to access the reports.

2. Why are other members in my company not able to access the reports created?

When a QuickBooks Administrator configures the QuickBooks - Zoho Analytics connector, the tables and reports will be available only to him/her, by default. The Administrator has to share the 'QuickBooks Advanced Analytics' Workspace with other members of the company. Only then will the default reports be accessible by those members.

To know more, refer to Sharing and Collaboration help page.

3. How can other members in my company create reports?

The QuickBooks Administrator who has setup the connector should share the tables present in 'QuickBooks Advanced Analytics' Workspace with other members of the company. Once this is done, the shared users can create reports based on those tables.

To know more, refer to Sharing and Collaboration help page.

Note

If you add a user as a Workspace Administrator in the QuickBooks Workspace created in Zoho Analytics (Refer Managing Users in Zoho Analytics, to know how to add Workspace Administrator ), the user will be able to access all the data & reports, create new reports and do any operation that you could do on the Workspace Administrator.

4. What are the user roles available in Zoho Analytics?

Zoho Analytics offers three user roles - Account Administrator, Workspace Administrators and Users. Click to know more about the Zoho Analytics User Model and User Roles.

5. Why can't other users edit the reports that I have shared to them?

This is the expected behavior. Only when the users being shared is set as a Workspace Administrator, they can edit the reports. If a normal user wants to edit the report, he/she will have to save the report with a new name using the Save As option toolbar. The User can edit this report.

6. Can I share the same report created to multiple users with different criteria associated, so that they see different data?

Yes, you can. Refer the topic Apply filter criteria.

7. Can I export a report/dashboard?

Yes, you can export the report/dashboard in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

8. How can I print the reports & dashboards created in Zoho Analytics?

In order to print the report/dashboard, you first need to export it. You can export the report in various file formats such as CSV, EXCEL, PDF, HTML and Image. Click to know more.

Note

If you are a user to whom a report has been shared and you want to take a print, ensure you have been provided the Export permission by the Administrator to the report, only then you will be able to print the report.

9. How can I email reports & dashboards created in Zoho Analytics in a scheduled manner?

If you are the Administrator of the Zoho Analytics connector or a 'Workspace Administrator', you can schedule reports and dashboards to be emailed automatically. Refer to the email schedule help section.

10. How do I embed my reports in my intranet, blog or presentation?

You can easily embed the reports & dashboards created in Zoho Analytics in your website, web application or blog. Refer Embedding in Web Pages/Blogs to know more about this.

Cross-Functional Analytics with Popular Business Applications

1. What are the popular business applications that I can integrate this connector with?

You can integrate and perform cross-functional analytics with almost all the business applications that Zoho Analytics offers integration with.

2. How can I analyze the data from the other business applications along with QuickBooks Online?

To import data from business apps,

Open the Workspace in which you have setup the connector.
Click the Import Data button.
In the Create New Table tab that opens, select the application that you wish to import.
Provide the necessary authentications.
Select the necessary modules and fields.
Select the schedule import options.
Click Create.

3. Will the related modules from QuickBooks Online and other third-party applications be created automatically?

No, a lookup relationship will not be created between the QuickBooks Online modules and the modules of the application that you are trying to import automatically.

To manually create a lookup relationship refer to this help link.

Solutions

1. How can I create a Profit and Loss Report?

To know how to create a Profit and Loss report manually, refer to the below presentation.

2. How can I create a Balance Sheet?

To know how to create a Balance Sheet report manually, refer to the below presentation.

Help & Support

1. How do I get technical support on Zoho Analytics connector?

We offer 24x5 technical support (Monday to Friday). In case if you need our assistance kindly do mail us your questions to support@zohoanalytics.com.

You can also reach out to us on our toll-free numbers

United States: +1 (888) 900 9646
United Kingdom: +44 (20) 35647890
Australia: +61-2-80662898
India: +91-44-67447000

2. Can I have someone from Zoho do a Demo of this connector for me?

Yes, certainly. Register for a demo in this page.