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Overview

Connecting QuickBooks Online brings your financials into your strategy. Ciclo reads your Profit & Loss, Balance Sheet, Cash Flow, and invoice data so the numbers that matter — profit, cash, receivables, overdue invoices — appear as KPIs alongside the rest of your strategy and refresh automatically. The sync is read-only (QuickBooks → Ciclo): Ciclo reads your accounting data to populate KPIs and never changes anything in QuickBooks.
Connecting and configuring integrations is limited to organisation administrators. QuickBooks does not link to Actions — it powers financial KPIs only.

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Connect QuickBooks

1

Open Connected Apps

Go to Settings from the account menu, open the Connected Apps tab, find QuickBooks, and select Connect.
The QuickBooks row in the Connected Apps settings tab
2

Sign in to QuickBooks

Ciclo sends you to Intuit to sign in to the company you want to connect. If you’re already signed in, access is granted immediately — there’s no separate approval screen.
3

Confirm the connection

You’re returned to Ciclo with a success message, and QuickBooks shows a green Connected status, named after the connected company.

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Track QuickBooks KPIs

1

Open the configuration

On the QuickBooks row, select Configure, then Add New KPI.
The Create New QuickBooks KPI form
2

Name it and choose the company

Give the KPI a clear name, then confirm the Company it should report on.
3

Pick a template

Choose a Query Template as a starting point — see the catalogue below.
4

Create the KPI

Select Create KPI. It appears on your Performance page and refreshes automatically.

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Available QuickBooks KPIs

  • Total Income, Total Expenses, Net Income, Gross Profit.
  • Profit Margin — net income as a percentage of income.
  • Total Assets, Total Liabilities, Total Equity.
  • Accounts Receivable, Accounts Payable, Cash on Hand.
  • Outstanding Invoices — count of unpaid invoices.
  • Outstanding Invoice Value — total unpaid amount.
  • Overdue Invoices — count of past-due invoices.
  • Operating Cash Flow, Investing Cash Flow, Financing Cash Flow.

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Customising a KPI (optional)

You don’t need any of this to get great results — the built-in templates are designed to be accurate on their own. Pick a template and you’re done. Expand the sections below only if you want to fine-tune or go further.
Date-windowed KPIs use a rolling window (e.g. the last 30 days). If a template is close but not quite right, you can adjust it instead of starting from scratch — for example, change the reporting period from the last 30 days to the last 90 days by editing {date-30d} to {date-90d}. The templates simply fill the Query field in for you; editing it is optional.
Power users can point a KPI at other QuickBooks reports or data queries. For everything that’s possible, see:

QuickBooks Reports API

The accounting reports and query options QuickBooks Online makes available.

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Disconnecting QuickBooks

Select Disconnect on the QuickBooks row. Ciclo shows which KPIs rely on QuickBooks before you confirm.
Disconnecting preserves history — KPIs keep their recorded values. They stop syncing until you reconnect, then resume automatically.

Integrations overview

Xero

Performance & KPIs

Connected Apps in Settings