Streamline Data Access Across QuickBooks Accounts

Managing multiple QuickBooks accounts or companies makes accessing data from these separate sources a manual and painful chore. Whether it’s due to acquisitions, different departments using their own accounts, or distinct QuickBooks instances for different regions, pulling together a comprehensive, unified view of your financial data across your business has probably required clever and manual solutions.

The challenge of consolidating QuickBooks data

If you're managing multiple QuickBooks accounts, you're likely familiar with these pain points:

• Switching between different QuickBooks accounts to access company data
• Manual data downloading and consolidation across multiple companies for reporting
• Inconsistent data schemas between different QuickBooks instances
• Time-consuming processes to create unified views of your business data
• Difficulty maintaining real-time access to data across all accounts

And when it comes to using this data for analytics in platforms like Power BI, Google Sheets, or a custom database, the lack of an easy, standardized approach to access all the information can make generating actionable insights incredibly difficult.

Example: Accounting shop streamlines book balancing across clients

By leveraging Connect Cloud, a small but mighty accounting firm managing multiple clients is able to streamline their workflows instead of building custom solutions for each. Connect Cloud acts as the single virtual layer between each of their clients’ books, making it easy to consolidate multiple companies, build analytics or reports, and reconcile with data from other finance, CRM, or HR systems. This results in over 10 hours saved per week in busy seasons from wrangling data for this customer. Connect Cloud also makes it easy to maintain separation between client data with virtual datasets, so they never risk accidentally leaking or sharing data with the wrong person.

A unifying layer for your data across QuickBooks

Connect Cloud makes it easy to access and consolidate data from multiple QuickBooks accounts in real time using a single platform. It provides a unified layer for QuickBooks data, allowing you to seamlessly combine data from various sources while maintaining its integrity. Here’s how it works:

1. Connecting to QuickBooks accounts

Connect Cloud lets you quickly establish secure, SQL-based connections to multiple QuickBooks accounts, treating each account as an individual data source. This eliminates the need for custom integrations or manual data exports, saving you time and effort. Whether you’re managing QuickBooks data from various companies or accounts, Connect Cloud connects each one through the platform's intuitive interface.

2. Federated queries for one access layer

Once connected, Connect Cloud allows you to create federated queries that pull together attributes from different QuickBooks accounts or companies. You can join data across multiple instances as though they were part of the same schema, simplifying the process of consolidating disparate data. This means you can aggregate sales, invoices, transactions, and other key metrics across your business in real time without complex ETL processes.

3. Seamless access across tools

After your data is federated, you can access it wherever you need it. Connect Cloud supports standard SQL queries, making it compatible with virtually any analytics tool, including Power BI, Excel, or even your own custom database or applications. This provides you with the flexibility to use your data in the tools your team is already comfortable with.

4. Full CRUD support and dynamic discovery

Connect Cloud doesn’t just allow you to read data—it also supports write operations, meaning you can update or manipulate your QuickBooks data directly from within the platform. Plus, it provides dynamic data discovery features, which automatically detect changes to the underlying data and adjust accordingly, ensuring that your connection always stays up to date.

5. Security and control

For businesses handling sensitive financial data, security is paramount. Connect Cloud allows administrators to define user access at a granular level, whether you need read-only access or full read-and-write privileges. The secure authentication protocols ensure that only authorized users can access or modify the data.

Easy QuickBooks data management with Connect Cloud

CData Connect Cloud offers a clear way to connect to and manage across as many QuickBooks instances as you need. Sign up for a free trial of CData Connect Cloud and start connecting your QuickBooks accounts today.