Unifying Your Business Operations Data
Use the Basis QuickBooks connector to automatically keep your Actuals in sync.
Where to Manage Integrations?
Click into 'Settings', tucked in the lower left corner of the navigation bar.
Select the 'Integrations' tab
💡 Find the QuickBooks button: At the top of the page you'll find a button to begin connecting with QuickBooks Online.
Connected Integrations
Integration cards show which providers are connected and when your data was last synced. By default, Basis syncs with QuickBooks nightly.
Add New Integrations
Expanding your data sources is straightforward in Basis:
Starting the Process: Click 'Add Integrations' and wait for a modal to open with the 'Connect to QuickBooks' button.
Trigger the Connection flow: Click on the 'Connect to QuickBooks' button and follow the secure data authorization flow.
Post-Connection: Authorized connections appear in the Connected section, ready for data pulling into Blocks.
💡 Reached Your Limit? If you hit your integration cap, contact Basis support to chat about plan modifications for more integrations.
Creating Class Accounts
Basis allows the creation of Class-filtered accounts in your P&L for detailed financial modeling:
Preparation: Ensure transactions in your ERP system are tagged to the Classes you want to forecast.
Steps to Create:
Navigate to 'Settings' > 'Integrations'.
Click the Config icon on a synced ERP integration.
Activate Classes for desired P&L sections.
Choose the top-level class grouping from your ERP's hierarchy.
An Example to Clarify:
Say You Have: A "Travel" account under different departments like CS, S&M, R&D, G&A in QuickBooks.
In Basis, You Get: Virtual accounts like "Travel - CS", "Travel - S&M", and so on.
Where to Find Them: These newly created accounts appear under the "Accounts by Class" tab in a Block's integrations modal.
💡 Note: Class accounts created this way are exclusive to Basis and won’t affect your QuickBooks data.