How do I connect QuickBooks?

How to connect and set up your QuickBooks to your Visible account.


  • We sync your QuickBooks data nightly

  • Upon your first connection we sync the last 365 days of data. Customers can contact support if they want to get more historical data. 

  • We integrate with the Profit & Loss Statement, Balance Sheet and Statement of Cash Flows. 

To get started with QuickBooks you'll want to navigate to Metrics and click New data source in the top right corner as shown below: 

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From here, select QuickBooks as shown below: 

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Once you select your company you will be presented with a screen and you'll be able to select which metrics you want to sync. You'll be able to navigate your headers, sub-headers and accounts as shown below: 

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Click Save, and your QuickBook metrics will now be synced with Visible.