Filament

QuickBooks reports
and dashboards

Bring your QuickBooks data into Filament. Create dashboards, build reports and explore your questions in plain English.

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Your QuickBooks data, connected.

QuickBooks tracks your income and expenses. Connect it and we sync your invoices, bills, payments, customers and accounts into your warehouse so you can report on profitability and cash flow alongside everything else.

Data we sync

InvoicesExample fields: Number, Customer

Sales invoices and their status.

  • Number
  • Customer
  • Date
  • Total
  • Balance
PaymentsExample fields: Date, Amount

Payments received.

  • Date
  • Amount
  • Customer
BillsExample fields: Vendor, Date

Bills from your vendors.

  • Vendor
  • Date
  • Total
  • Status
CustomersExample fields: Name, Balance

Who you invoice.

  • Name
  • Balance
  • Email
VendorsExample fields: Name, Balance

Who you pay.

  • Name
  • Balance
AccountsExample fields: Name, Type

Your chart of accounts.

  • Name
  • Type
  • Balance
ExpensesExample fields: Date, Amount

Money spent.

  • Date
  • Amount
  • Account
  • Vendor

QuickBooks works well with

See the
whole picture.

Filament brings your apps together in a managed warehouse. Build dashboards, share reports and ask questions in plain English.

Explore the demo dashboard
Tidewatch
Beach Clean 2026 Key Metrics
Compared toPrevious year
Campaign HealthFundraisersAcquisitionWebsite Traffic
Funds raised$118,050Goal: $245,000
Sign-ups19482% activation rate
Donations399Median gift: $100
Avg. donation$295.86Across the campaign
Funds raised vs target

$118,050 of $245,000

Sign-ups vs target

194 of 250

Cumulative funds raised 2026 Previous year
JanFebMarAprMay
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Trusted by the best

Nonprofits
“Filament has been a game-changer. Everyone can self-serve and get answers on demand. The integrations are plug-and-play, and we've even cancelled our data warehouse plans — Filly does it all.”
Kevin RassoolTech Lead, High Impact Athletes
Nonprofits
“Filament has supercharged our efficiency and levelled up our outputs. Beyond time savings, the mental offload has been priceless, and I can focus on growth, not grind!”
Faith FuhrerMarketing & Communications, Pet Medical Crisis

Your questions, answered.

How do I connect QuickBooks?

This connection uses Fivetran.

You need a QuickBooks Online administrator account, an Intuit developer account, and access to the email address that receives Intuit’s confirmation codes. Use a live company; this connection does not support sandbox companies. Connect each QuickBooks company separately.

Create your Intuit app

  1. Sign in to Intuit Developer. Open My Hub → App dashboard → + → Get Started and name your app.
  2. Select the accounting permission, com.intuit.quickbooks.accounting, then Done → Confirm → Open app.
  3. Open Keys and credentials → Production → App details. Supply your own end-user licence agreement and privacy policy URLs, then enter these settings:
Setting Value
Host domain fivetran.com
Launch URL https://fivetran.com/
Disconnect URL https://fivetran.com/dashboard
App category Data Management

Enter your country and IP address. Complete the regulated-industries question for your business; the connector’s standard setup uses None of the above.

Complete production access

  1. Open Compliance → Start questionnaire. Under App Information, select the option explaining that you were asked to create an app to connect QuickBooks.
  2. When asked for the connection instructions URL, paste https://fivetran.com/docs/connectors/applications/quickbooks/setup-guide#setupinstructions. This is a value Intuit requires in the form.
  3. Finish the questionnaire using your business’s details, then select Create a Production Key.
  4. In Settings → Redirect URI, add https://fivetran.com/integrations/quickbooks/oauth2/return and save.
  5. Copy the production Client ID and Client secret from Keys and credentials. Keep the secret private.

Connect in Filament

  1. Open Apps in Filament and add QuickBooks.
  2. Enter the production Client ID and Client secret in the connection form.
  3. Select Authorize, sign in to QuickBooks, choose your company and approve with Connect. Start and finish authorisation from this connection form.
  4. Select Save & Test, resolve any reported errors, then return to Filament and complete setup.
How often does it update?

Automatically each day, once connected.

Which QuickBooks KPIs can I track?

Receivables ageing: outstanding invoice balances grouped by days overdue. Revenue by customer: compare recorded income using a consistent cash or accrual basis. Expenses by category: group recorded expenses by account, avoiding duplicate transaction lines. Gross margin: revenue less cost of goods sold, divided by revenue. This depends on consistent account classification.