QuickBooks Goals

QuickBooks Goals automatically calculate values using data imported from QuickBooks. These Goals eliminate manual data entry by pulling financial information directly from your connected QuickBooks dataset.

Creating a QuickBooks Goal

To create a QuickBooks Goal:

1. Select QuickBooks as the Goal type.
2. Choose the QuickBooks dataset to use.
3. Select the account, category, or financial item you want to track.
4. Configure any available calculation settings.
5. Save the Goal.

Once saved, the Goal will use QuickBooks data to calculate its value.

Selecting a Dataset

A dataset determines which QuickBooks data source will be used for the Goal.

If multiple datasets are available, select the dataset that contains the financial information you want to track.

The available datasets are determined by your organization’s QuickBooks integration settings.

Selecting an Account

After selecting a dataset, available accounts and financial categories will become available for selection.

Choose the account that best represents the value you want to measure.

Examples may include:

• Revenue accounts
• Expense accounts
• Asset accounts
• Liability accounts
• Other financial categories configured within the dataset

The available options depend on the QuickBooks data that has been imported into the application.

Goal Calculations

QuickBooks Goals automatically calculate values using imported financial data.

As new QuickBooks data is synchronized, the Goal values update based on the selected account and reporting period.

No manual entry is required for the Goal value.

Reporting Periods

QuickBooks Goals follow the frequency assigned to the Goal.

Examples include:

• Daily
• Weekly
• Monthly
• Quarterly
• Annual

The Goal will calculate using the financial data available for the selected reporting period.

Refreshing Data

Goal values depend on the most recent QuickBooks data available in the application.

If expected values do not appear:

1. Verify the correct dataset is selected.
2. Confirm the appropriate account has been chosen.
3. Ensure QuickBooks data has been imported or synchronized.
4. Allow time for calculations to refresh if new financial data was recently added.

Things to Know

• QuickBooks Goals calculate automatically from imported QuickBooks data.
• Goal values cannot be manually entered while using a QuickBooks data source.
• Available datasets and accounts are determined by your organization’s QuickBooks integration.
• Changes made to the selected dataset or account may affect historical and future Goal calculations.
• Users must have appropriate permissions to create or modify QuickBooks Goals.