{"id":20983,"date":"2026-06-03T12:41:02","date_gmt":"2026-06-03T17:41:02","guid":{"rendered":"https:\/\/securedb.io\/kb\/?p=20983"},"modified":"2026-06-18T18:59:44","modified_gmt":"2026-06-18T23:59:44","slug":"connecting-quickbooks","status":"publish","type":"post","link":"https:\/\/securedb.io\/kb\/?p=20983","title":{"rendered":"Adding QuickBooks Objectives"},"content":{"rendered":"\n

QuickBooks Objectives<\/h1>\n\n\n\n

QuickBooks Objectives automatically calculate values using data imported from QuickBooks. These Objectives eliminate manual data entry by pulling financial information directly from your connected QuickBooks dataset.<\/p>\n\n\n\n

\"\"<\/figure>\n\n\n\n

Creating a QuickBooks Objective<\/h2>\n\n\n\n

To create a QuickBooks Objective:<\/p>\n\n\n\n

    \n
  1. Select QuickBooks as the Objective type.<\/li>\n\n\n\n
  2. Choose the QuickBooks dataset to use.<\/li>\n\n\n\n
  3. Select the account, category, or financial item you want to track.<\/li>\n\n\n\n
  4. Configure any available calculation settings.<\/li>\n\n\n\n
  5. Save the Objective.<\/li>\n<\/ol>\n\n\n\n

    Once saved, the Objective will use QuickBooks data to calculate its value.<\/p>\n\n\n\n

    Selecting a Dataset<\/h2>\n\n\n\n

    A dataset determines which QuickBooks data source will be used for the Objective.<\/p>\n\n\n\n

    If multiple datasets are available, select the dataset that contains the financial information you want to track.<\/p>\n\n\n\n

    The available datasets are determined by your organization’s QuickBooks integration settings.<\/p>\n\n\n\n

    Selecting an Account<\/h2>\n\n\n\n

    After selecting a dataset, available accounts and financial categories will become available for selection.<\/p>\n\n\n\n

    Choose the account that best represents the value you want to measure.<\/p>\n\n\n\n

    Examples may include:<\/p>\n\n\n\n

      \n
    • Revenue accounts<\/li>\n\n\n\n
    • Expense accounts<\/li>\n\n\n\n
    • Asset accounts<\/li>\n\n\n\n
    • Liability accounts<\/li>\n\n\n\n
    • Other financial categories configured within the dataset<\/li>\n<\/ul>\n\n\n\n

      The available options depend on the QuickBooks data that has been imported into the application.<\/p>\n\n\n\n

      Objective Calculations<\/h2>\n\n\n\n

      QuickBooks Objectives automatically calculate values using imported financial data.<\/p>\n\n\n\n

      As new QuickBooks data is synchronized, the Objective values update based on the selected account and reporting period.<\/p>\n\n\n\n

      No manual entry is required for the Objective value.<\/p>\n\n\n\n

      Reporting Periods<\/h2>\n\n\n\n

      QuickBooks Objectives follow the frequency assigned to the Objective.<\/p>\n\n\n\n

      Examples include:<\/p>\n\n\n\n

        \n
      • Daily<\/li>\n\n\n\n
      • Weekly<\/li>\n\n\n\n
      • Monthly<\/li>\n\n\n\n
      • Quarterly<\/li>\n\n\n\n
      • Annual<\/li>\n<\/ul>\n\n\n\n

        The Objective will calculate using the financial data available for the selected reporting period.<\/p>\n\n\n\n

        Refreshing Data<\/h2>\n\n\n\n

        Objective values depend on the most recent QuickBooks data available in the application.<\/p>\n\n\n\n

        If expected values do not appear:<\/p>\n\n\n\n

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

          Things to Know<\/h2>\n\n\n\n
            \n
          • QuickBooks Objectives calculate automatically from imported QuickBooks data.<\/li>\n\n\n\n
          • Objective values cannot be manually entered while using a QuickBooks data source.<\/li>\n\n\n\n
          • Available datasets and accounts are determined by your organization’s QuickBooks integration.<\/li>\n\n\n\n
          • Changes made to the selected dataset or account may affect historical and future Objective calculations.<\/li>\n\n\n\n
          • Users must have appropriate permissions to create or modify QuickBooks Objectives.<\/li>\n<\/ul>\n","protected":false},"excerpt":{"rendered":"

            QuickBooks QuickBooks automatically calculate values using data imported from QuickBooks. These eliminate manual data entry by pulling financial information directly from your connected QuickBooks dataset. Creating a QuickBooks To create […]<\/p>\n","protected":false},"author":6,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_helpful_status":1,"footnotes":""},"categories":[2,12],"tags":[16,201],"class_list":["post-20983","post","type-post","status-publish","format-standard","hentry","category-features","category-objectives","tag-objectives","tag-quickbooks"],"wps_subtitle":"","_links":{"self":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/20983","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/users\/6"}],"replies":[{"embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=20983"}],"version-history":[{"count":3,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/20983\/revisions"}],"predecessor-version":[{"id":21033,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=\/wp\/v2\/posts\/20983\/revisions\/21033"}],"wp:attachment":[{"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=20983"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=20983"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/securedb.io\/kb\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=20983"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}