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In the Import from QuickBooks Desktop dialog that appears enter a mandatory database name and a description (Optional).

Click Import from QuickBooks Desktop in the Zoho Analytics homepage.

Log into Zoho Analytics using your credentials.

A company can be synced with only one Zoho Analytics account at a given time.

You can install the QuickBooks Web Connector from: Step 2: Configuring the QuickBooks Desktop settings from the Zoho Analytics Interface The QuickBooks Web Connector is a software application that runs on Microsoft Windows that enables external application to exchange data with Zoho Analytics. Step 3: Add the Zoho Analytics Application to QuickBooks Web Connector Step 1: Installing the QuickBooks Web Connector Step 2: Configure the QuickBooks Desktop settings from the Zoho Analytics Interface Step 1: Install the QuickBooks Web Connector

It is an application that works with QuickBooks and acts as a connector to exchange data with other applications.įollow the steps below to setup the QuickBooks Desktop Add-on: Transferring data between Zoho Analytics and QuickBooks is possible by using a tool called QuickBooks Web Connector (QBWC) provided by QuickBooks. How do I setup the QuickBooks Desktop Advanced Analytics Add-on? You can setup the Zoho Analytics-QuickBooks Desktop integration if your QuickBooks Desktop belongs to one of the below versions.Ģ. What are the QuickBooks Desktop Versions on which the Zoho Analytics - QuickBooks Desktop integration works? Now I am unable to view the latest data in Zoho Analytics. I have renamed the company file in QuickBooks.I got this email which said 'Setup Process Failed'/'Synchronization Process Failed'.What should I do if there is a connectivity issue?.How do I create reports and dashboards?.How do I edit the setup in Zoho Analytics?.How do I setup the QuickBooks Desktop Advanced Analytics Add-on?.What are the QuickBooks Desktop versions on which the Zoho Analytics - QuickBooks Desktop integration works?.Therefore, you may encounter certain functional bugs and limitations. The QuickBooks Desktop advanced analytics add-on is currently in private beta testing.