How to Connect QuickBooks to Dashello

QuickBooks accounting dashboard

QuickBooks is the most popular accounting software for small and mid-size businesses. With Dashello's QuickBooks integration, your revenue, expenses, invoices, and profit flow directly into your dashboard - no manual entry, no spreadsheets. This guide walks you through setting up the QuickBooks source connector and webhook.

What You'll Need

What Is QuickBooks?

QuickBooks is accounting software by Intuit used by millions of businesses to manage income, expenses, invoicing, payroll, and financial reporting. QuickBooks Online adds cloud-based access and webhook support for real-time data integration.

Why Connect QuickBooks to Dashello?

QuickBooks shows you the numbers. Dashello shows you what to do with them. By connecting QuickBooks to your Dashello dashboard, your financial data lives alongside your sales, marketing, and operations metrics - giving you a complete picture of your business in one place.

QuickBooks DataDashello MetricWhat It Tracks
Total IncomeMonthly RevenueAll income across accounts
Total ExpensesOperating CostsAll outgoing expenses
Invoice TotalInvoice RevenueRevenue from invoices
Net IncomeNet ProfitRevenue minus expenses
Accounts ReceivableOutstanding InvoicesMoney owed to you

How to Set Up the QuickBooks Integration

1
Create a source connector in Dashello

Log into Dashello at app.dashello.co. Go to Settings → Integrations and click Add New App. Select QuickBooks. Give your connector a name like "QuickBooks Account" and save. Dashello creates a source connector with a unique ID.

2
Map your QuickBooks fields to Dashello metrics

In your connector settings, map QuickBooks fields to your dashboard metric boxes. For example:
• Map TotalIncome → "Monthly Revenue" metric box
• Map TotalExpenses → "Operating Costs" metric box
• Map Invoice.Total → "Invoice Revenue" metric box

You can map any QuickBooks field to any metric on your dashboard. Unmapped fields go to your Inbox for manual assignment.

3
Set up the webhook in QuickBooks

In your QuickBooks Online settings, go to Webhooks and add a new endpoint. Enter the Dashello webhook URL:

https://dashello.co/api/webhook/quickbooks?connector_id=your_connector_id

Replace your_connector_id with the ID from Step 1. Save the webhook endpoint in QuickBooks.

Alternatively, you can push data directly using the Dashello API from any middleware or custom integration:

curl https://dashello.co/api/ingest/metric \ -X POST \ -H "Authorization: Bearer dash_your_api_key" \ -H "Content-Type: application/json" \ -d '{ "metric": "Total Income", "value": 85000, "source": "quickbooks" }'
4
Test and verify

Send a test event from QuickBooks (or use the API curl command above). Open your Dashello dashboard - your mapped metrics should update with the new data. If data doesn't appear in a mapped box, check your Inbox for unmapped events. Once verified, QuickBooks data will sync automatically.

Troubleshooting

Data sent but not appearing in dashboard

Check your Inbox in Dashello. If the QuickBooks field doesn't match a mapped metric box, data is stored there. Update your field mappings in Settings → Integrations.

Webhook returning 404

Make sure your connector ID is correct in the webhook URL. Find it in your QuickBooks connector settings in Dashello.

Track QuickBooks in Your Dashboard

Connect QuickBooks to Dashello and see your financials alongside every other part of your business.

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