QBO Financial Dashboard
- Built by
- Flowglad
Revenue, profit, cash, aging, and projections from QuickBooks Online. Installs an application, reusable data skill, and refresh automation. The application starts empty; only connected source data supplies company and counterparty/product names. Uses accrual reports in USD. Projections are adjustable assumptions, not source records. Refreshes on demand.
Before you start
- Access to a destination space and the selected connections.
- Uses accrual reports in USD. Projections are adjustable assumptions, not source records. Refreshes on demand.
Skills/data-skill/SKILL.md
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QBO Financial Dashboard Refresh
Build a validated snapshot and propose publishing it to the dashboard created during setup.
2 filesUsesQuickBooks
- Optional
QuickBooks
Used by QBO Financial Dashboard Refresh