Collecting data from Quickbooks
This guide explains how to collect data from Quickbooks. To learn how to collect data from a different data source, go back to the Available data sources in Adverity overview.
Creating a datastream to collect data from Quickbooks
The basics of creating a datastream to collect data from any data source are explained in our guide to Creating a datastream. This guide contains information about the specific steps to create a datastream to fetch data from Quickbooks.
Configuration: Choose the data you want to collect from Quickbooks
To choose what data to collect and customize the Quickbooks datastream configuration, follow these steps:
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(Optional) Rename your datastream.
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In Report type, select the type of data to collect from Quickbooks.
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In Accounting method, select the accounting method you want to use when collecting data.
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(Optional) Select the Include totals checkbox to include a total row for each line item in the data you collect.
What's next?
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Apply Data Mapping to your collected data to harmonize data collected from different sources in Adverity.
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Transform your data to meet your needs by creating and applying enrichments to your datastream.
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Load your data into Explore & Present to visualize your data in Adverity
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Load your data into an external destination of your choice