Pull payment data from QuickBooks Online into Metabase (a reporting tool that turns data into charts) to show real-time revenue, outstanding balances, and collected fees by service type. You see exactly where your money stands without building a single spreadsheet.
Connect QuickBooks Online as a data source inside Metabase using the built-in connector
Create a Metabase question (query) that pulls invoice status, amounts, and due dates
Build a dashboard with charts for total collected, total outstanding, and revenue by service type
Set Metabase to auto-refresh the dashboard every 24 hours
Share the dashboard link with your team so everyone sees the same numbers
Create a free account to get the steps written out for your tools, click by click.
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