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:

1. (Optional) Rename your datastream.

2. In Report type, select the type of data to collect from Quickbooks.

3. In Accounting method, select the accounting method you want to use when collecting data.

4. (Optional) Select the Include totals checkbox to include a total row for each line item in the data you collect.

What's next?

• Apply Data Mapping to your collected data to harmonize data collected from different sources in Adverity.

• Transform your data to meet your needs by creating and applying transformations to your datastream.

• Load your data into Explore & Present to visualize your data in Adverity

• Load your data into an external destination of your choice