One of the most useful features in Hivemetric is the ability to connect to your QuickBooks Online account so that you can track your historical data alongside your Hivemetric forecast.
To connect your QBO account, start by navigating to your Settings, and then to the Integrations tab.
Within Integrations, you'll see the status of your current integrations.
If you haven't connected to QBO before, press the button to Connect to QuickBooks. You will be redirected to QuickBooks sign in page.
Sign into your QBO account. You will then be taken to an authorization page to authorize your QuickBooks with Hivemetric.
Hit the Connect button to authorize your account.
You will be taken back to Hivemetric, and will receive a notification that your QuickBooks data is in the process of being uploaded. This can take a couple of minutes, so it is important to be patient and not close your browser or tab with Hivemetric during this process.
Once your QBO data is finished, you will receive another notification in the bottom right corner of your screen.
You can select Manage on the notification to be taken back to your integrations, or you can come back at a later time and navigate to the Integrations tab within Settings once again.
To be sure your data has connected properly, you should see a green check mark indicating a successful connection.
Your QuickBooks data is now connected to Hivemetric! Now you can begin to map and sort where you want your QBO information to show up in your Hivemetric forecast.
Learn how to set up and map your QuickBooks data in Hivemetric