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Solution

Quickbooks Online Reporting

Reporting across your Quickbooks Online has never been easier.
Core Experience ERP Reporting
Created By eOne Solutions
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Self-Service Reporting
Embedded Reporting
Cross App Reporting
Analytics
Pre-Built Reports
Self-Service Reporting

Forget the limitations with native QuickBooks reporting. eOne has you covered to work with your Quickbooks data.​

eOne’s Popdock gives users the flexibility and power to search, create advanced queries, and create the Quickbooks reports that help them be more efficient at their job. ​

  • Connect to all of your Quickbooks data to create standard and custom lists.​
  • Add calculations and restrictions to your lists.​
  • Search and use advanced filtering. ​
  • Group and subgroup to see totals and subtotals by category. ​
  • Use multi-company reporting across your lists.​
  • Save Favorites and share them with other users.​
  • Use actions to do things like open records, see related details, or run processes.​
  • Export reports to Microsoft Excel or PDF.

Outcomes Delivered​

  1. Simple interface for users​
  2. Less IT and information requests​
  3. Secure data access

Licensing Required​

Popdock Basic Plan or above.

Embedded Reporting

Embed reports that include Quickbooks data in other apps and allow users get to their data and insights faster. ​

  • Create that include Quickbooks data, and publish a Popdock widget with a click to embed as an iFrame.​
  • Utilize all the self-service reporting options.​
  • Enjoy a no-code set up experience to embed full Popdock or embed reporting on specific records with parameters.

Outcomes Delivered

  1. Simplify complex integration.​
  2. Intuitive interface built for users.​
  3. Many options to get to details.

Licensing Required​

Popdock Basic Plan or above.

Cross App Reporting

Combine Quickbooks data and data from other applications with Custom Lists.​

If you’re familiar with creating SQL queries of on-premise data, you’ll be relieved to learn that it’s now possible across all your cloud and on-premise apps. ​

You can bring data together from across various Quickbooks tables and also with data from other apps.​

Without writing a single line of code, Popdock makes it possible to:​

  • Join data from multiple sources into one list based on field. ​
  • Compare similarities and differences between lists. ​
  • Merge data into a single list. ​
  • Summarize data from multiple sources into a single list.

Outcomes Delivered​

  1. SQL-level power to join data.​
  2. Bring cloud and on-premise data together.​
  3. Join your custom data and add calculations.​
  4. No developers required.

Licensing Required​

Popdock Business Plan or above.

Analytics

Need management reports? Popdock’s matrix reports allow you to create analysis reports on Quickbooks and all your other data.​

Often seeing the details prompts more questions on performance over time. What did the results look like at this time last month vs this month or year-over year? Matrix reports let you create an aggregate, variance, and color-coding to see an at a glance analysis of your Quickbooks data.

Outcomes Delivered​

  1. Analyze quickly​.
  2. Bring data together easily and look at trends.​
  3. Better decision-making.

Licensing Required​

Popdock Premium

Pre-Built Reports

Connect to the QuickBooks data you need. These are just a few of the default lists that come with the  Popdock QuickBooks connector:

  • Accounts​
  • Bills​
  • Customers​
  • Deposits​
  • Employees​
  • Estimates​
  • Invoices​
  • Memos​
  • Payments​
  • Purchases​
  • Refunds​
  • Transfers​
  • Vendors

Take any of these out-of-the-box lists, modify them, or simply use them as a “template” to create new favorites that suite what you need.

Outcomes Delivered​

  1. Access starting points for your reports​.
  2. Modify lists to meet your needs​.
  3. Immediate value for Quickbooks Reporting.

Licensing Required​

Popdock Basic Plan or above.

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