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Everything you need to know about the QuickBooks Online & Syft Analytics integration
Everything you need to know about the QuickBooks Online & Syft Analytics integration

Syft seamlessly integrates with QuickBooks Online and transforms your accounting data into financial reports and insights.

Alex avatar
Written by Alex
Updated over a week ago

With a base as strong as QuickBooks Online, you're well-equipped to provide top-tier services to clients or run your business with aplomb. Powered by cloud accounting software, your accounts will be much more secure and easier to navigate in real-time.

One of the great things about QuickBooks Online is that this is just the beginning of your technological journey. The QuickBooks app store has a ton of powerful apps that you can add on top of QuickBooks Online to take your data further. One of these apps is the award-winning Syft Analytics, a financial reporting and data analytics tool that empowers you to create and collaborate on truly interactive, real-time reports.

You can connect your QuickBooks Online account to Syft Analytics to do more with your reporting and analytics. Read on to learn more about this powerful integration.

About QuickBooks Online βœ…

From inventory and invoices to projects and people, QuickBooks organizes it all in one place. You can connect your bank account and credit cards to automatically import and sort expenses into tax categories for more potential deductions.

Furthermore, QuickBooks Online enables you to:

  • Sync with popular apps;

  • Snap photos of receipts to process;

  • Create and send out invoices with custom reminders and easy tracking; and

  • Make payments quickly and easily, putting less time between you and your money.

What's more, QuickBooks keeps everything organized in one place, so you're tax-ready all the time.

Syft and QuickBooks Online

Syft Analytics seamlessly integrates with QuickBooks Online and transforms your accounting data into financial reports and insights. The Syft and QuickBooks Online integration unlocks all functionality available in Syft including:

All features can be combined into custom PDF report packs or shared as interactive and collaborative Live View reports.

Getting started with the QuickBooks Online & Syft integration πŸš€

The starting place for many QuickBooks Online users is to import their QuickBooks data into Syft and transform it into bespoke, branded reports to share with clients and stakeholders. With Syft, you can:

  • Create easy-to-understand, actionable reports that include a mixture of numbers, graphs, and highly editable AI-powered commentary;

  • Share secure, interactive, and collaborative links to reports that use real-time data;

  • Tailor reports to your industry and region; and

  • Schedule reports to be sent automatically.

Plus, on certain plans, you can request a bespoke theme for your organization which will be designed by Syft's very talented design team – and you can even get your own hosted domain.

To learn more about branding at Syft, read our article here.

Take the next step πŸͺœ

Once you've set up reports and visualizations on Syft, you can begin to plan for the future and grow your business. Syft helps you to prepare for tomorrow and stay on track with intelligent forecasts and budgets.

Plus, it enables you to:

  • Bring insights to life with beautiful visualizations and dashboards;

  • Conduct business valuations and benchmark against the industry; and

  • Include all Syft features in a single report.

And, you can use the Spreadsheet Link to take your data even further in spreadsheets.

Awards πŸ†

Syft has received the following awards from QuickBooks Online:

  • #1 Perform Analytics app on the QuickBooks Online app store; and

  • #1 Prepare Taxes app on the QuickBooks Online app store.

We are also the proud winners of the 2023 International Accounting Awards' Customer Experience of the Year award, which recognizes the most ground-breaking digital CX offerings from organizations.

Moreover, Syft received five awards from the online review site, Capterra, and the Partnership Award at the Accounting Excellence Awards in 2021.

Shared data πŸ“Š

QuickBooks Online shares the following data with Syft:

  • Accounts;

  • Contacts;

  • Invoices;

  • Journals; and

  • Bank transactions.

This data is securely shared and you can rest assured that your information is in safe hands. Syft is SOC II certified and GDPR compliant, meaning we follow the gold standard in data security.

More information ℹ️

Syft’s plug-and-play interface requires no training or setup, with reporting available in under 30 seconds. Cash or accrual basis reporting is available. The Syft integration with QuickBooks Online is single sign-on enabled.

Visit the QuickBooks Online app store to find out more about QuickBooks Online and Syft, or you can go directly to the Syft Analytics website. To learn how to get started with Syft, join our free online learning platform, Syft Campus.

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