Owner of both small and large companies wants a detailed report about their company so that they can make important decisions for the company. We can integrate QuickBooks Tableau, which is an QuickBooks AI version, to get a Proper Visualization of the company’s condition. So that the company owner can take an important step to solve problems that are faced in the company during work. It is an advanced AI tool that collects all the information and helps in creating an attractive and understandable report, which can be used by the owner and the employee to get information.
If you don’t know anything about QuickBooks Tableau? You can get help here. In this blog, you can know about QuickBooks Tableau, why it is necessary, the benefits, the integration process, the issues faced and how to solve them.
What is QuickBooks Software?
Intuit QuickBooks is a powerful software that helps both small and large companies in solving the problems they face while doing work like installation, troubleshooting, setup and other important problems during work. It helps in tax calculation, report creation, money used and tracking the income details of the employees easily. QuickBooks is mainly famous in both companies for its Accounting Process, which helps in recording, summarizing, analyzing and reporting. It is mainly of two type, QuickBooks Desktop and Online.
What is QuickBooks Desktop Software?
QuickBooks Desktop is an old version of Intuit. It is an offline software. So it can only be used in the system while sitting in the office. It provides a robust technology to do office work properly in the system. It can control all the company files one by one automatically. If you have a good system, it will work more smoothly without facing any problems. Only one time buying of subscription is required.
What is QuickBooks Online Software?
However, over time, QuickBooks updated features introduced an online feature that allows users to perform all their work remotely, accessible from anywhere in the world, by QuickBooks Online Software. Both small and large companies can get help in growth and development. It stores your financial data securely in the cloud and allows managers and accountants to view details from any part of the world.
You can see your details anytime using the internet and make a backup of your data before it is lost or deleted and connect to 650 + third-party sites to do your work properly.
What is Tableau?
Tableau is an advanced Artificial Intelligence(AI) software that can help the owners of both small and large companies to properly visualize their company and make important decisions for the company’s growth. It transforms the collected data into an easily understandable chart that can be easily used by all the employees of the company. It can be used without paying anything. QuickBooks Tableau can help the owner of a company to understand the chart properly. It can help the company owner to get a proper idea about their company’s position in the market. It can be easily connected to the company’s important files, data, charts and other information.
What is QuickBooks Tableau?
QuickBooks Tableau is helps for small and large businesses and manage accounting process records, analyse and reports. The software helps both companies to see the data. By integrating QuickBooks and Tableau, you can send your company’s important files and information from QuickBooks to Tableau. To create a perfect report of a company to get information about financial data, profit or loss, company value. It helps in creating a perfect tax report to save the company from fines, making important decisions to keep the company at the top, easily understanding the problems that are faced by the company and solve it.
Common Benefits of QuickBooks Tableau
QuickBooks to Tableau integration can improve the visibility of financial management, amount usage, sales of goods and whether the company is doing a profit or loss.
- Update: New data can be automatically updated in the report.
- Tableau: With the help of Tableau,au you can change the format according to your liking.
- Connection: You can connect with your friend easily and share a report.
- Improve Report: You can modify the report so that you can easily understand it.
- Calculation: Tableau has a feature that automatically makes the sales pattern and can make sense of other future scenarios to integrate with QuickBooks Tableau.
How to connect QuickBooks to Tableau?
It should helps to link both platform so data can easily flow from QuickBooks to Tableau. Here are some steps by step guide to connect Tableau QuickBooks connector.
Step 1: Choose a Data Connector from CData Tableau Connector, SyncHub and ODBC drivers (Devart, CData).
Step 2: Authorize Your QuickBooks Account(QuickBooks Online).
Step 3: Select Data Tables.
Step 4: Open Tableau and Connect to the Data.
Step 5: Confirm Data Loads Successfully.
How to integrate QuickBooks Tableau?
After knowing that integrating QuickBooks to Tableau can help the company to get a better view of their company’s an and take an important step. But you do not know the process of integration then follow the steps which is mention below.
Using QuickBooks Desktop Software
- ODBC: Install the ODBC(Open Database Connectivity) software on your system from third-party.
- Data Source: Configure data source for your computer to use the install drive.
- Tableau Software: Log in to the software, there select the ODBC option.
- Connection: First choose your ODBC file, then connect to share all data.
Using QuickBooks Online Software
- Connector: Choose a Tableau QuickBooks connector that helps in connecting the data with QuickBooks Online Software.
- Search: In Tableau Software on your system search for your QuickBooks Online Software.
- QuickBooks Online: Log in to your QuickBooks Online Software account with your proper ID and password.
- Select Table: Create or select a table in QuickBooks and enter data in it.
Issues Facing During Integration of QuickBooks and Tableau
QuickBooks Tableau helps the owners of small companies to know about their company properly and take immediate steps for it. But they face some common issues during QuickBooks Tableau procedure like.
- Internet Problem: Sometimes, due to a bad network, it creates e problem in connecting to Tableau.
- Subscription: The subscription plan may have expired.
- Damaged File: Some old files of the company may get deleted or corrupted, which creates an error.
- Data Limitation: If you are sending data more than the given limit, it will then show problems.
Solutions for Facing Issues
Here we will discuss about solution that created when you integrate Tableau and QuickBooks.
- Try to have a better connection during the procedure.
- Before starting the process, check whether the subscription is valid or not.
- Try to share data of the size given by the system.
- Properly check the file before sending if it is not corrupted or deleted.
Conclusion
From this, we can understand that using QuickBooks Tableau can help the owner of the company to get a perfect visualization of their company and make important decisions for the company’s growth using the best accounting tool. If you still have any doubts, you can get help from our QuickBooks contact support team.