What does the integration for QuickBooks Online to ChartMogul do?
The integration pulls sales information (invoices, credit notes, sales receipts and payments) and transforms the data into a way that it can be connected and sent to ChartMogul.
When pulling the data from QuickBooks it will try to automatically transform the data into the required format for sending it on to ChartMogul. For data that has the appropriate information, this is an automatic process. For data that does not have the necessary information, the transactions are sent to a review queue in SaaSync where you can manually update the missing fields on the record before sending it on to ChartMogul.
To get started,
2. Connect your first Data Source
This video below is a good demonstration of what the integration does.
Data Flow
Data in ChartMogul
It results in dashboards, charts, cohort analysis, and a number of other features in ChartMogul.
