Connect QuickBooks to Infograph
What it brings in: customers, invoices, payments, bills, bill payments and 14 more.
What you need
- A QuickBooks Online company. QuickBooks Desktop does not connect.
- Admin access to that company: the primary admin or a Company admin. Only they can connect apps.
- Pop-ups allowed for app.infograph.ai. The sign-in opens in a small window.
Steps
Open QuickBooks in Infograph
Choose QuickBooks from the connectors and press Continue to QuickBooks.
Sign in with Intuit
The window asks you to sign in with the Intuit account you use for QuickBooks.
Choose the company and allow access
If your account has more than one company, pick the one to connect. One connection is one company, so connect again for each other company. Then allow Infograph access to the company's accounting data.
Choose your tables
The window closes and you are back in Infograph. Pick the tables you want and Infograph starts loading them, starting with the last two years.
What it syncs
Each becomes a table in Infolake that you can chart, report on or ask about. You choose which to sync.
- Customers
customers Every customer, including inactive ones, with their contact details and the balance they owe you. The base for any view of who buys from you and who is slow to pay.
Ask: “Which customers owe us the most right now?”
- Invoices
invoices Each invoice with its customer, date, due date, lines, total and the balance still unpaid. Shows what you have billed, what is overdue and how long customers take to pay.
Ask: “How much of our invoiced revenue is overdue, by customer?”
- Payments
payments Each payment a customer made, with the date, amount and the invoices it paid. Shows cash coming in, week by week.
Ask: “How much cash did customers pay us each month this year?”
- Bills
bills Bills from your suppliers, with the supplier, date, due date, total and what is still unpaid. Shows what you owe and when it falls due.
Ask: “Which bills are due in the next 30 days, and how much do they add up to?”
- Bills paid
bill_payments Each payment you made to a supplier, with the date, amount, how it was paid and the bills it settled. Shows cash going out to suppliers.
Ask: “How much did we pay each supplier last quarter?”
Show all 19 tables
- Suppliers
vendors Every supplier, including inactive ones, with their contact details and the balance you owe them. Ties bills and expenses to who you pay.
Ask: “Who are our ten biggest suppliers by money owed?”
- Chart of accounts
accounts Every account in your chart of accounts, such as bank, income, expense and loan accounts, with its type and current balance. Groups every transaction into the lines of your profit and loss and balance sheet.
Ask: “What are the current balances of our bank accounts?”
- Products and services
items The products and services you sell or buy, including inactive ones, with type, sale price and cost. Lets you see sales and margin by what you sell.
Ask: “Which products and services have the biggest gap between price and cost?”
- Credit notes
credit_memos Credits you gave customers, for a return or an overcharge, with the customer, date, lines and amount. Shows how much revenue goes back out.
Ask: “How much have we credited customers this year, and to whom?”
- Sales receipts
sales_receipts Sales paid for on the spot, with no invoice, with the customer, date, lines and total. Completes the picture of revenue alongside invoices.
Ask: “What were our total sales receipts each month this year?”
- Expenses
purchases Expenses, cheques and card purchases, with the payee, the account paid from, the date, lines and total. The base for spend dashboards and finding where money goes.
Ask: “What did we spend by expense category last month?”
- Journal entries
journal_entries Journal entries posted by hand, usually by your bookkeeper, with the date and each debit and credit line against an account. Explains adjustments that no invoice or bill shows.
Ask: “Which journal entries were posted in the last month, and for how much?”
- Deposits
deposits Money paid into your bank accounts, with the date, the account and the total, and the payments each deposit bundles together. Helps match the bank statement to your sales.
Ask: “How much did we deposit into each bank account last quarter?”
- Estimates
estimates Quotes you sent customers, with the customer, date, expiry date, lines, total and whether they were accepted. Shows your pipeline and how often quotes turn into work.
Ask: “What share of last quarter's estimates were accepted?”
- Transfers
transfers Money moved between your own accounts, such as from current to savings, with the date, both accounts and the amount. Explains balance changes that are not income or spend.
Ask: “How much did we move into savings this year?”
- Refund receipts
refund_receipts Refunds paid back to customers, with the customer, date, lines and total. Shows what you refund and how often.
Ask: “How much did we refund to customers each month this year?”
- Supplier credits
vendor_credits Credits your suppliers gave you, for a return or an overcharge, with the supplier, date, lines and amount. Reduces what you owe them.
Ask: “Which suppliers have given us credits this year, and how much?”
- Classes
classes Your QuickBooks classes, including inactive ones. Classes are labels you tag transactions with, such as a product line or a project, so you can cut profit and loss by them.
Ask: “What is our profit by class this year?”
- Departments
departments The departments or locations you tag transactions with in QuickBooks, including inactive ones. Lets you compare results by shop, office or region.
Ask: “Which location brought in the most income last quarter?”
Troubleshooting
Each entry is the message Infograph shows when a connection fails. Open it for the fix.
Your browser blocked the sign-in window. Allow pop-ups for this site, then try again.
Infograph opens the sign-in in a small window, and your browser stopped it. Allow pop-ups for app.infograph.ai from the icon in the address bar or in your browser's site settings, then press Connect again. An ad blocker or privacy extension can block the window too: pause it for app.infograph.ai and try again.
Access was not allowed, so nothing was connected. Connect again and choose Allow.
The sign-in was answered with Cancel or Deny, so nothing was connected and Infograph holds no access. Press Connect again and choose Allow. Infograph uses the access only to read and sync your data.
Your account cannot read this data. Ask an admin of the account for access, then connect again.
QuickBooks keeps refusing Infograph's requests for this company. Check that the user who connected is still an admin of it, and was not removed or given another role. Ask the primary admin to restore the role, or to connect QuickBooks themselves, then choose Re-authenticate on the connection.
Infograph's access was removed or has expired. Re-authenticate to resume syncing.
QuickBooks no longer accepts Infograph's access. Someone disconnected Infograph in QuickBooks, under Integrations, or the sign-in expired. Choose Re-authenticate on the connection and sign in again as an admin of the same company.
Common problems
These happen in QuickBooks itself, where Infograph cannot see them.
You cannot connect, or the company is not offered
Only the primary admin and Company admins can connect apps to a QuickBooks Online company. A standard user cannot. Ask the primary admin to change your role, or to connect QuickBooks in Infograph themselves.
A deleted transaction still shows
QuickBooks removes a deleted invoice, bill, payment or other transaction without leaving a record Infograph can read, so the row Infograph already loaded stays. Customers, vendors, accounts, items, classes and departments are made inactive rather than deleted, so they stay, marked inactive. To clear deleted transactions, reset the table in Infograph and it loads again from scratch.
Your accountant's firm manages the company
For a client company in QuickBooks Online Accountant, only the firm owner can connect and manage apps. Ask the firm owner, or the client's own admin, to connect.