Integration Spotlight: Elate + QuickBooks
January 19, 2021
Integration Spotlight: Elate + QuickBooks

If you’re at a start-up, chances are you have not only heard of QuickBooks, but you’re probably using the financial software itself. And why wouldn’t you be? Afterall, Quickbooks was named the leader in Accounting Software for Winter 2021 by G2.

With QuickBooks being one of the leading accounting software for small businesses and startups, our team knew early on it would be a pivotal integration for customer satisfaction. And that’s why we built such a seamless experience bringing your QuickBooks data to life. 

But instead of us just telling you our integration is great, we thought it’d be nice to give you a few examples too. So here are three reasons why using Elate’s QuickBooks integration can help paint the entire picture of everything that’s happening in your business, all in one place.

1. Only those who should see the data, will see the data

We know what you’re thinking. “My financial data is sensitive, and I like keeping it in QuickBooks because only those who should have access to the data, do have access to the data.” And you’re not alone in thinking that. Questions around user permissions and security is something our team hears quite frequently when speaking with prospects and customers.

That’s why we have put such a strong emphasis on our user permissions. When setting up Elate, you get to decide who sees what data. Meaning only the members of your team that need to know the details behind your latest P&L Report will be able to see it. 

2. Simple metric templates that do the heavy lifting of putting together your reports

Setting up your metrics in QuickBooks is just a few clicks away. With our one click integrations, you can easily grant Elate access to your data. From here, it’s as simple as selecting from our list of quick metrics to start building out your first dashboard. Here’s a list of just a few of the metrics you can choose from:

  • Burn Rate
  • Total Expense
  • Cash on Hand
  • Monthly Income
  • Account Receivable

Don’t see the metric you’re looking for? No problem, adding your own additional metrics is easy. We connect into popular Quickbooks reports like your Balance Sheet and Profit and Loss to allow you to quickly get to the heart of your data. We even offer a free consultative service to make sure your reports are exactly what you’re looking for.

3. Overlay graphs for side by side analysis with results outside of QuickBooks

Tell me if this scenario sounds familiar to you. Login to QuickBooks… Select the report you’re looking for… Pinpoint the results you need… Export or copy/paste into a spreadsheet… Login to another platform… Pinpoint the results you need... Export or copy/paste into a spreadsheet… Login to another platform...

If you’ve ever been in this scenario, we feel your pain. Not only is it exhausting to go through several systems to put together the metrics you need, it’s inefficient. And that’s why we made it easier than ever to compare side by side results from other platforms with our overlaying graphs feature.

One of the most common use cases we see for this feature is comparing revenue vs expenses. As a financial leader of your business, it’s important to be measuring the money coming in the door versus what’s heading out. We’ve made this process seamless to save you hours every week jumping in and out of various spreadsheets/systems.

We had a hunch from the beginning that QuickBooks would be a powerful tool our customers wanted to leverage more out of. That’s why we’ve really honed in on making it as easy as possible to get more from the financial data powering your business. Using the Elate and QuickBooks integration, you can finally start to put all the pieces together behind what’s pushing your business forward. 

Stop using manual spreadsheets and start tracking your metrics in one place. Make data-supported decisions and build efficiency into your growth with real-time data powering the direction of your organization with Elate. Get started today.