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QuickBooks and Personal dashboard integration

Easily show your live QuickBooks data inside Personal dashboard

Get a personal dashboard for your QuickBooks data that can be easily modified to suit your needs

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Screenshot of Personal dashboard
App picker with QuickBooks selected
QuickBooks icon

QuickBooks

Bank balances

Your QuickBooks data is now securely showing in Personal dashboard

Image of QuickBooks data loading
Personal dashboard icon

Personal dashboard

QuickBooks icon

Your QuickBooks data

Never miss another QuickBooks update

Get more out of your Personal dashboard investment by increasing visibility of your QuickBooks data where it matters most.

  • You always see the live data thatʼs securely received from your QuickBooks API
  • Perfect for freelancers, managers and business owners that need an aggregated live view of their data

Securely connect to QuickBooks in just a few clicks

At every refresh, your QuickBooks data is collected directly by your browser. adenin doesn’t store this data anywhere else, and you can revoke your access rights anytime.

  • Secure connection with oAuth ensures your data never gets copied or duplicated to adenin servers
  • Users can unauthorize either QuickBooks or Personal dashboard from receiving their data anytime
Image of QuickBooks securely connecting with authorization from user
QuickBooks icon

QuickBooks

Screenshot of an adenin dashboard

Build a personal dashboard

Apart from Personal dashboard, the adenin platform offers users a dashboard that can be easily customized to show you all the data that matters to you at a glance.

  • Monitor all your apps from a single dashboard – a space that’s all about you
  • Receive the added benefit of notifications which allow you to stay up-to-date about any app even if it is not persistently pinned to your dashboard
Start your own dashboard 
Connect QuickBooks to Personal dashboard now

About adenin’s Personal dashboard channel

Just like your favourite workplace applications, adeninʼs own personal dashboard is yet another choice of where you can store your Adaptive Cards. Our own dashboard is a React component that renders all your Adaptive Cards, and with simple drag-and-drop you... Read more

Alternative dashboard to Personal dashboard

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Frequently asked questions about Personal dashboard QuickBooks integration (FAQ)

What data sources are available for QuickBooks?

QuickBooks provides the following 2 data sources:

QuickBooks integration
Bank balances
See balances from your connected QuickBooks accounts
QuickBooks integration
Company account details
Returns the company account details from the given ID

Is the Personal dashboard integration free?

Yes, Personal dashboard is one of the channels built-in into adenin, a platform that integrates all kinds of work apps into a personal dashboard as well as your other work applications, such as intranets or chatbots. Bear in mind that, even though channels such as Personal dashboard are free, the use of adenin (including using data from QuickBooks) incurs usage charges according to your plan. See the pricing page for details →

Who is the Personal dashboard integration for?

adenin’s Personal dashboard connector is a popular choice for Finance & Accounting and Human Resources teams at small to large organizations. The data sources that are built into QuickBooks (see above) are incredibly simple to integrate into Personal dashboard and don't require any technical know-how. The adenin platform completely handles authenticating with QuickBooks and then loads your data into an Adaptive Card layout that, in turn, will be embedded into Personal dashboard.

Do I have to be a developer to use the Personal dashboard integration with QuickBooks?

No, the integration is designed to help busy managers stay on top of their various workplace applications, where QuickBooks is just one of many examples (see others). As such, we designed many tools that reduce the amount of coding expected of users: Starting with the QuickBooks integration, which you can set up yourself in just a few, completely code-free, steps (see instructions).

Then with the built-in Card designer we automatically generate a layout from your QuickBooks data. You could tweak this further in the low-code designer, either yourself if you have some HTML-related skills, or with a little help from us – just reach out to one of the team.

Lastly, there will be the Personal dashboard integration which is self-explanatory to install. Just check the installation instructions section for more details.

How does adenin ensure my QuickBooks data is safely delivered to Personal dashboard?

We use the secure OAuth standard which means you authorize adenin accessing your QuickBooks data and in turn authorize us to share this data with Personal dashboard. Both of these authorizations can be revoked by you at any point through the Linked accounts menu (requires user account). No data is ever stored on adenin servers, instead it is directly sent to the client (in this case Personal dashboard) who will treat it in accordance with their privacy policy. Please also check out our Privacy Policy for more details.

Install QuickBooks integration for Personal dashboard

With adenin you can easily integrate any business app into Personal dashboard

  1. Click the Add button below

    adenin logoAdd QuickBooks to adenin

  2. Either log in or create your free adenin account. Then you will be directed to your personal dashboard where the installation of your QuickBooks integration will start.

  3. Follow the steps in the modal by clicking Next including selecting your data source, authorizing your QuickBooks account and more attributes (if they are required).

    At the end click Finish and our built-in smart technology generates a Card with the live data it received from the QuickBooks API.

    Image of QuickBooks securely connecting with authorization from user
    QuickBooks icon

    QuickBooks

  4. Your Card will now appear on your adenin dashboard.

  5. Modify or embed your QuickBooks Adaptive Card from the ··· button in the top right-hand corner of your card:

    Click Edit in Designer to open the Card’s layout in the low-code Adaptive Card designer.

    By clicking Share you can see options for embedding your Card into intranet and chatbot channels. For example, your QuickBooks works as a SharePoint web part, or with chatbots such as Microsoft Teams.

To begin, add the adenin’s Personal dashboard integration to your Personal dashboard account.

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With all our other apps, your possibilities are endless

adenin’s Personal dashboard integration isn't just limited to Accounting applications, such as QuickBooks. Truly transform your Personal dashboard experience by simply browsing our App Directory for all your other work tools.

It’s like a personal homescreen where you can monitor everything with ease and from one central location.

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