This workflow pulls your income and expense data from QuickBooks Online into a visual dashboard every morning. You see exactly what money is coming in, what bills are due, and whether you have enough to cover payroll — all in one place. No more logging into multiple tools or building reports by hand.
Connect QuickBooks Online to Metabase (a business reporting tool) using its built-in connector
Create a Metabase dashboard with four cards: open invoices, paid this week, upcoming bills, and bank balance
Set the dashboard to refresh automatically every morning at 7 AM
Share the dashboard link with your office manager or bookkeeper
Set a Metabase alert to email you when open invoices exceed your chosen dollar threshold
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSpend less time reviewing your finances each week and catch cash shortfalls before they hit.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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