QuickBooks Online Integration

One-Click Setup

Connect your QBO account in minutes:

Secure OAuth 2.0 connection: Industry-standard authentication keeps your data secure.

Daily automatic sync: Your financial data syncs automatically every day.

Complete data import: We import your chart of accounts, classes, locations, and all transaction types.

Historical data backfill: Get trend analysis with your full financial history.

Real-time sync status: Monitor sync status and address any issues quickly.

The integration is read-only for your security—we can only read data, never modify it.

Full Financial Visibility

Once connected, your QBO data powers complete Eagle Rock CFO analytics:

Revenue analysis: Track revenue trends, customer concentration, product performance, and more.

Expense management: Understand spending patterns, identify savings opportunities, and benchmark costs.

Profitability insights: See detailed profitability by customer, product, or any dimension.

Cash flow: Understand your cash position and forecast future cash needs.

Working capital: Monitor AR, AP, and liquidity metrics.

Industry benchmarking: Compare your performance to industry peers.

Everything in your QuickBooks Online is now available in powerful, actionable analytics.