How to Connect QuickBooks #

Integrating QuickBooks with Propel allows you to automatically pull financial data into your goals, making performance tracking more accurate and efficient.

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What the Integration Does #

Once connected:

• You can link goals directly to your Profit & Loss (P&L) data
• Financial metrics update automatically based on your QuickBooks data
• Reduces manual data entry and improves accuracy

Note:

• Currently, only the Profit & Loss report is synced

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Step 1: Navigate to Integrations #

1. Click My Account
2. Select the Integrations tab
3. Locate Connect QuickBooks

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Step 2: Connect Your QuickBooks Account #

1. Click Connect QuickBooks
2. Select the QuickBooks account you want to sync
3. Log in using your QuickBooks credentials

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Step 3: Complete the Connection #

• Propel will process the connection
• Once complete, your QuickBooks account will appear as connected

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Step 4: Use QuickBooks Data in Goals #

After connecting:

• When creating or editing a goal
• Select QuickBooks as the data source
• Choose from available P&L metrics

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Managing Your Connection #

Disconnect QuickBooks #

• You can disconnect your account at any time from the Integrations page

Add Another Account #

• Click Add Another QuickBooks Connection
• Repeat the connection process

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Key Takeaways #

• QuickBooks integration enables automated financial tracking
• Data is pulled from your Profit & Loss report
• You can connect multiple QuickBooks accounts
• Integration improves accuracy and efficiency in goal tracking

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Best Practice #

Use QuickBooks-connected goals for:

• Revenue tracking
• Expense management
• Profit monitoring

This ensures your financial goals are always aligned with real-time data.