Feature Overview: QuickBooks Integration

Compare your cash on hand against your cash flow projections.

As you plan for the future of your business, Pulse gives you valuable information so you can make better decisions.

How does this work?

The blue row across the top shows what we projected in Pulse, and the gray row below shows our cash on hand from QuickBooks Online .

This lets us see the differences between what we thought our cash flow would look like, versus our actual transactions.

How accurately did we project?

Compare the blue row to the gray row below. See how we underestimated our cash flow three months out of four? Our actual cash on hand information from QuickBooks showed that we had a much higher ceiling than we thought we would.

What kind of opportunities do you think our small business missed out on? How much did we lose in revenue because we didn’t add that new hire or push that new marketing campaign? Next quarter, we’ll remember that we tend to lowball our numbers.

Bear in mind, your information will be only as accurate as you’ve entered it into QuickBooks. This integration doesn’t automate anything, but it arms you with the knowledge needed to prepare for what might happen.

QuickBooks won’t show you your cash on hand as a trend line, but Pulse will – and it will compare what did happen against what you thought was going to happen.

Cash Flow Reporting vs. Cash Flow Planning

QuickBooks has cash flow reporting documents. Cash flow reporting is what has already happened or absolutely will happen (i.e., when a bill is scheduled to auto-draft from your bank account). Cash flow planning is different than cash flow reporting because planning is only for coming up with ways the future might look. By creating different cash flow scenarios, you can prepare your business for anything. Pulse’s cash flow planning tools give you a chance to rub your hands together, play around with a few different hypothetical numbers, and never be surprised again by feast or famine.

How to integrate QuickBooks

Setting up Quickbooks integration is easy:

  1. Click Integrate with QuickBooks in the right-hand column.
  2. Under Quickbooks Integration, click the green plus next to Add Quickbooks Account.

  3. Sign in to authorize Pulse to access your QuickBooks Online account. If you have multiple accounts, select which one(s) you’d like to integrate.

  4. Edit the name of your QuickBooks account and select which bank accounts you’d like to use.

Once you’ve done that, you’re ready to go. As always, if you have any questions, we’re here to help.