What you can do with QuickBooks Online in Sylus
Sylus gives business owners and finance teams instant answers from QuickBooks. Ask "What was our gross margin by month this year?" or "Which customers owe us more than $5,000?" and get an answer, chart, or dashboard without exporting to spreadsheets. You can also schedule a weekly cash summary to your inbox.
How the QuickBooks Online integration works
Sylus connects to QuickBooks Online through Intuit's OAuth 2.0 sign-in. It reads invoices, bills, payments, customers, vendors, and your chart of accounts, and keeps them up to date. Intuit's permission screen covers the whole company file, but Sylus only reads data and never creates or edits transactions.
Questions you can ask about your QuickBooks Online data
Finance
What does our profit and loss look like by month this year?
Which expense categories grew the most compared to last quarter?
How does this year’s revenue compare to last year by month?
What is our gross margin by product or service?
Cash and payments
What is our cash balance across all accounts?
Which invoices are more than 30 days overdue?
Which bills are due in the next 14 days?
How long do customers take to pay us on average?
Sales and customers
Who are our top 10 customers by revenue this year?
Which products or services brought in the most revenue last quarter?
Which customers haven’t been invoiced in the last 90 days?
What is our average invoice value by month?
Leadership
How has our net profit margin trended over the last 12 months?
Which classes or locations are most profitable?
How much did we spend with our top 10 vendors this year?
Give me a weekly summary of revenue, expenses and cash.
How to connect QuickBooks Online to Sylus
You need to be a QuickBooks Online admin for the company you want to connect.
In Sylus, add QuickBooks Online as a data source and click Connect.
Sign in with your Intuit account, choose the company, and approve access.
Select the data to sync, for example Invoices, Bills, and Payments.
