Sync QuickBooks Data to an Individual Goal #

Connecting QuickBooks to a goal allows you to automatically pull financial data into Propel—keeping your actuals accurate and up to date without manual entry.

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Before You Start #

Make sure:

• Your QuickBooks account is already connected in Integrations
• Your financial data (P&L) is available in QuickBooks

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Step 1: Create or Edit a Goal #

1. Go to the Goals module
2. Ensure you are on the Goals tab
3. Click Add Goal
   (or edit an existing goal)

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Step 2: Configure the Goal #

Enter the basic goal details:

• Name: (e.g., Expenses, Revenue)
• Type: Sum or Average
• Metric: Currency, Number, or Percentage
• Success Indicator:
  • Above goal (for revenue)
  • Below goal (for expenses)

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Step 3: Select QuickBooks as the Source #

1. Under Source, choose QuickBooks
2. Select a P&L line item
   • Example: Total Expenses, Revenue, Cost of Goods Sold
3. Choose your accounting method (e.g., Accrual or Cash)

Important:

• Propel currently only syncs with Profit & Loss (P&L) data
• If you don’t see options, your QuickBooks account is not connected

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Step 4: Save the Goal #

• Click Submit
• Your goal will now display as synced with QuickBooks

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Step 5: Add Your Plan #

• Enter your planned targets for each month
• QuickBooks will supply the actuals

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Step 6: Resync Data #

To refresh your data:

1. Click the three dots next to the goal
2. Select Resync

This will:

• Pull the latest data from QuickBooks
• Update actuals for any closed months

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Key Things to Know #

• Only closed months in QuickBooks will show actual data
• Demo or test accounts may not display real values
• You must manually set the plan—QuickBooks only provides actuals