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Klipfolio and QuickBooks: Keep Your Fingers on the Pulse of Your Small Business

New Integration Helps Small Business Owners Track Key Performance Indicators and Grow Their Businesses

/ -- OTTAWA, ON -- (Marketwired) -- 02/11/16 -- Klipfolio, a provider of cloud-based business dashboards is now providing deep integration with Intuit's small business accounting staple QuickBooks, allowing more than a million small business owners to easily track their businesses' performance.

By using Klipfolio, small businesses can now easily track and access their QuickBooks Online data, as well as data from more than 300+ other data sources in real-time. Business owners can incorporate standard finance and accounting measures, and other business information into a single intelligent dashboard for at-a-glance knowledge. Users can also track key performance indicators (KPIs) that are not readily accessible in QuickBooks.

With Klipfolio, you can build a custom QuickBooks Online dashboard that lets you manage your company's income, expenses, sales, and much more... in just 3 minutes.

"QuickBooks Online is the backbone of many a small business, tracking every sale, every expense, and, most importantly, profit," said Allan Wille, Klipfolio's CEO. "Small businesses thrive on knowledge and efficiency. A Klipfolio dashboard gives at-a-glance access to the most important metrics from QuickBooks Online in combination with other key business data from applications like Shopify and Google Analytics."

"Many of the small businesses we support use Quickbooks," said Naveen Gabrani,
CEO at Astrea IT Services, a Salesforce consulting partner. "It has been a challenge to display quality business intelligence data from QuickBooks. The new Klipfolio Quickbooks connector makes it very easy to generate dynamic dashboards for our customers."

In less than 3 minutes, users can create this Klipfolio dashboard using their own QuickBooks data without the help of a technical expert.

Working from the Klipfolio Gallery, a business owner can choose Klips to access their:

  • Income and expenses - monitor income, expenses and profit over the past 12 months.
  • Sales by product - Monitoring product sales metrics over any time period.
  • Compare income and expenses - Review income, expenses, and profit in order to make decisions. Choose any time period from the drop-down menu and compare to previous periods.
  • Income and expenses - Monitor income and expenses over the past month.
  • Revenue - Simple, real-time report on revenue over any time period.
  • AP and AR balance - See your Accounts Payable and Accounts Receivable at-a-glance over any time period.
  • Income and expenses - Review your income and expenses over the last year and let it help you plan ahead.
  • Customer balance summary - Cash-flow can make or break a small business. See which customers owe you money.
  • Expenses - Monitor your expenses over any time period and compare it to the previous period.
  • Vendor expenses - Monitor your vendor expenses on an ongoing basis.
  • Top 10 customers by income - monitor your top customers

"The Quickbooks Klip Gallery has been a much anticipated addition to the Klipfolio offering that will enable us to speed up the reporting process," Stacey Shrout, owner, Balance Accounting & Financial Services. "Keeping business owners informed is essential and these new Klips increase the value that we can provide to our clients with no extra effort. Our job gets easier and our clients get faster access to their data in a visually-friendly dashboard."

Click to Tweet this message: #accounting @Klipfolio @QuickBooks #dashboard can help you get a clear view of your small business

About Klipfolio
Klipfolio's mission is to make it fast, easy and affordable for business users to build and share real-time dashboards -- enabling them to move from quarterly reflective management to continual performance optimization. Klipfolio has more than 4000 customers including marketing agencies, financial services, healthcare, consumer goods and not-for-profits organizations. Find out more at or follow us on

QuickBooks is a trademark of Intuit, Inc.

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