DataSelf Analytics for QuickBooks with Tableau
The following is a summary of the BI, report, and dashboard templates available for:
Quickbooks Desktop
Quickbooks Enterprise
Quickbooks Online
Please contact DataSelf to discuss how these templates and information could apply to your specific business and needs.
Data Warehouse Templates
The data warehouse templates include DataSelf ETL+ and MS SQL Server preconfigured mappings for tables popular for reporting and data analysis. Customizing your data warehouse solution is easy. Adjustments and customizations can help tailor the solution to your needs and maximize the templates' value.
Click here to learn more about Data warehouse templates for QuickBooks.
Tableau Templates for QuickBooks
These templates include Tableau data sources, workbooks, and Tableau Server preconfigured mappings. They work in conjunction with the data warehouse templates.
Click here to download a list of the Tableau templates.
Template | Essentials | Pro |
|---|---|---|
Pre-configured reports & dashboards | 40+ | 800+ |
AR Aging Today | ✅ | |
GL Transactions * | WIP | |
GL Financials (P&L, B/S, Trial Balance) * | WIP | |
Purchase Order | ✅ | ✅ |
Recurring Transactions | ✅ | ✅ |
Sales Invoice | ✅ | ✅ |
Non * marked templates should provide value right-of-the-box. Adjustments and customizations might be needed to maximize their value.
* These templates usually require adjustments and customizations before providing value.
** Add-ons might require other applications. Ex.: Salesforce, or HubSpot.
Please check out your SOW (scope of work) for specific templates included.
Keywords: out-of-the-box templates, Tableau Cloud, Tableau Pulse, mappings, ETL+, data warehouse, ERP, CRM, reports, dashboards, KPIs.