Use QuickBooks with the Email Attachment Connector

Resources

QuickBooks QuickBooks Support
Data Source Type Use Email Attachments as a data source
File format supported: Excel

Step-by-Step

Creating a data source using QuickBooks

To create a data source using QuickBooks, you need to accomplish the following tasks:

  • Create a custom report.
  • Send a report.
  • Optional: Schedule a report.

Note: This guide assumes that you already have an existing QuickBooks account.

Step 1: Create a custom report in QuickBooks

  1. Navigate and log in to the QuickBooks website.
  2. Select Reports from the QuickBooks sidebar.
  3. Select either the Recommended or the All Reports link.
  4. Select a Report Type. For example, Profit and Loss.
  5. Select the Save Customizations button.
  6. Type a Name for the custom report.
  7. Select the OK button.

Step 2: Send the report to Klipfolio

You must send the Excel version of the report to Klipfolio to create a stub file.

Download an Excel version of the report

  1. In QuickBooks, click the Excel button to download and save the report to your local hard drive.

Start the data source creation process

  1. Open Klipfolio Dashboard in a new web browser window and click the Library link.
  2. Select the Data Sources tab.
  3. Click the Create a New Data Source button.
  4. Select the Email Attachment option. Take note of the email address that starts with ds+. You might want to leave this window open so you can receive the emailed report.

Send an email with the Excel attachment

  1. From your mail account, send the Excel version of the report as an attachment to the ds+ email address created earlier in Klipfolio.

Receive the Excel attachment

  1. In Klipfolio, click the Check Email Now button.
  1. When the report arrives, verify the content, and click the Continue button.
  2. Give the report a name and Save the data source file.

Step 3: Optional: Schedule the report in Quickbooks

  1. Click Reports from the QuickBooks sidebar.
  2. Select the My Custom Reports link.
  3. Click the row with the Report Name so that row is highlighted.
  4. Click the Edit link.
  5. Select Set the email schedule for this group checkbox.
  6. Copy the ds+ email address to the To field and change the plus + to an underscore _ .  For example, ds_
  7. Click the Edit Schedule button.
  8. Select an interval and date range to send the report on a regular basis.
  9. Click the Save button.
    Note: Each time the report is uploaded to Klipfolio, the existing report is replaced.

Learn More

Now that you have your data, here are some ideas on how to use it:

Tutorials

More data sources...

Connecting to data sources

  1. Klipfolio Data Source Integrations
  2. Creating data sources
  3. Best practices for uploading your data
  4. Updating data sources
  5. About data source refresh
  6. Install the latest Google Analytics KlipStart Dashboard
  7. NEW: Install the latest Google AdWords KlipStart (for MCC accounts only)
  8. Guide to Web Accessible (REST API) data sources
  9. Authentication method: OAuth Token Authentication for Web Accessible Data Source
  10. Why does Klipfolio need specific permissions to connect my service accounts?
  11. Authentication method: 2 Step Authentication
  12. Authentication method: Basic HTTP Authentication
  13. Authentication method: API Key Authentication
  14. Managing OAuth tokens for connected accounts
  15. Use date range parameters to modify data retrieval period
  16. NEW: Signed Authentication Builder (Hash Helper) (advanced)
  17. Locate a data source ID
  18. SQL Databases
  19. Use files from your computer as a data source
  20. Use Email Attachments as a data source
  21. Use Excel spreadsheets as a data source
  22. NEW: Use Adobe Analytics as a data source
  23. NEW: Use Alexa as a data source
  24. Use Asana as a data source
  25. NEW: Use Atlassian JIRA as a data source
  26. NEW: Use AWeber as a Data Source
  27. NEW: Use Basecamp as a data source
  28. Use Bitly as a data source
  29. Use Box as a data source
  30. NEW: Use Buffer as a data source
  31. NEW: Use CallRail as a data source
  32. Use Campaign Monitor as a data source
  33. NEW: Use Chargify as a data source
  34. Use Cloud Monitor as a data source
  35. Use comScore Digital Analytix as a data source
  36. NEW: Use Desk.com as a data source
  37. Use Dropbox as a data source
  38. Use Eloqua as a data source
  39. Use Facebook as a data source
  40. NEW: Use Facebook Ads as a data source
  41. NEW: Use FluidSurveys as a data source
  42. Use Freshdesk as a data source
  43. NEW: Use Fusebill as a data source
  44. Use FTP or SFTP as a data source
  45. NEW: Use Glassdoor as a data source
  46. Use Google+ as a data source
  47. NEW: Use Google AdWords as a data source
  48. Use Google Analytics as a data source
  49. Use Google Analytics to create a Multi-Channel Funnel (MCF) API data source
  50. NEW: Use Google Calendar as a data source
  51. Use Google Drive Apps as a data source
  52. Use Google Webmaster Tools as a data source
  53. NEW: Use Harvest as a Data Source
  54. NEW: Use GoSquared as a data source
  55. Use Heartbeat as a Data Source
  56. NEW: Use HubSpot as a data source
  57. NEW: Use iFormBuilder as a data source
  58. PREVIOUS: Use iFormBuilder as a data source
  59. Use Infusionsoft as a data source
  60. NEW: Use Insightly as a data source
  61. NEW: Use Instagram as a data source
  62. NEW: Use Intercom as a data source
  63. Use Intervals as a data source
  64. NEW: Use Lighthouse as a Data Source
  65. Use LinkedIn as a data source
  66. Use Localytics as a data source
  67. Use MailChimp as a data source
  68. NEW: Use Mixpanel as a data source
  69. NEW: Use Marketo as a data source
  70. NEW: Use Moz as a data source
  71. NEW: Use New Relic as a data source
  72. Use Nicereply as a data source
  73. Use Optimizely as a data source
  74. NEW: Use Pardot as a data source
  75. Use Pingdom as a data source
  76. NEW: Use Pipedrive as a data source
  77. Use Podio as a data source
  78. NEW: Use QuickBooks as a data source
  79. Use QuickBooks with the Email Attachment Connector
  80. NEW: Use Quintly as a data source
  81. Use Radian6 as a data source
  82. NEW: Use RSS news feeds as a data source
  83. Use Salesforce as a data source
  84. Use Searchmetrics as a data source
  85. Use Sendible as a data source
  86. NEW: Use Shopify as a data source
  87. Use ShoreTelSky as a data source
  88. NEW: Use Slack as a data source
  89. Use Smartsheet as a data source
  90. NEW: Use Stripe as a data source
  91. Use SurveyGizmo as a data source
  92. NEW: Use Swrve as a data source
  93. Use Toggl as a data source
  94. NEW: Use Trello as a data source
  95. NEW: Use Taleo as a data source
  96. NEW: Use Talkwalker as a data source
  97. NEW: Use Todoist as a data source
  98. Use Topsy as a data source
  99. Use Twitter as a data source
  100. Use UserVoice as a data source
  101. NEW: Use VKontakte as a data source
  102. Use Webtrends as a data source
  103. NEW: Use Xero as a data source
  104. Use XMLA as a data source
  105. NEW: Use Yahoo Finance as a data source
  106. Use YouTube Analytics as a data source
  107. Use Zendesk as a data source
  108. Use Zoho CRM as a data source
  109. Automate data upload using the data source API
  110. Use Unbounce as a data source
  111. Data examples

Feedback and Knowledge Base