QuickBooks Online integration

QuickBooks Online + Gtmhub Integration For KPI and OKR Automation.

Gtmhub's QuickBooks Online integration can automatically update the progress of your KPIs and OKRs feeding from QuickBooks Online, which means you can view progress in real-time, every time.

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How it works

Accessing Your Key Data

Gtmhub links directly to QuickBooks Online and gathers key data points relevant to your OKRs. We then create prepackaged actionable Insights (+ you can customize these Insights yourself).

Identify and Link Your KPIs

Once you've linked QuickBooks Online and created your Insight Boards, these surface key metrics that can be linked directly to Key Results.

Dynamic OKR Progress Monitoring

The metrics that matter for Key Results are now directly linked, which means Gtmhub automatically updates OKRs in real-time, so you can see progress and identify any areas that need attention.

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Here are the insights that are available Out-of-the-box

Accounts Receivables

The grouping by currency of account receivables.

Amount unpaid invoices

The total amount of unpaid invoices.

Amount overdue invoices

The total amount of overdue invoices.

Number unpaid invoices

The total number of unpaid invoices.

Number overdue invoices

The total number of overdue invoices.

Profit and Loss: Job Expenses

The amount of job expenses.

Profit and Loss: Total Job Expenses

The total amount of job expenses.

Profit and Loss: Net Income

The total amount of net income.

Profit and Loss: Revenu

The total amount of revenue(gross profit).

Revenue by Product/Service

The total amount of revenue for product/service.

Get Started with QuickBooks Online & Gtmhub