Connect QuickBooks to Tableau

Windsor is your best QuickBooks to Tableau connector. We can manage large data volumes and facilitate the customization of metrics and dimensions you want to assess in Tableau. Our customer support services are friendly and geared towards helping you through the entire integration process.

Why do I need QuickBooks and Tableau integration?

If you haven’t integrated your QuickBooks with Tableau, you are missing out on a lot. Make that connection today to start enjoying these benefits:

Data visualization

Once you set up QuickBooks and Tableau integration, you are able to visualize all your client and financial transactions often. This empowers your business to get important insights, pinpoint patterns, and make strategic decisions that propel you forward.

Real-time data analysis

Integrating QuickBooks with Tableau gives you access to real-time financial data, and when you analyze it, you may discover new patterns or spot anomalies. This allows you to act quickly and improve the efficiency of your overall business environment.

Customizable dashboards

Develop tailored dashboards and visualizations that align with financial metrics after transferring your QuickBooks data to Tableau. Once you learn how your business is performing financially through these dashboards, you are inspired to make the right decisions.

Enhanced collaboration

Capitalize on Tableau’s collaboration features to share reports generated using your QuickBooks data and improve collaboration between team members. Ensure employees and departments have the latest financial data on time and foster a data-driven culture within the business environment.

Compliance and audit

With Tableau’s robust security and audit capabilities, you can rest easy knowing your QuickBooks data is safe and adheres to relevant regulatory requirements. Local authentication, mutual SSL, Kerberos, and access controls are just a few examples of security features integrated into Tableau to protect data for your peace of mind.

Predictive analytics

You can apply Tableau’s predictive analytics tools to your QuickBooks data to predict future financial performance. Use machine learning algorithms and statistical models to spot trends, identify possible risks, and take action to mitigate them. Discover lucrative opportunities and take advantage of them to grow your business.

Increase productivity

QuickBooks and Tableau integration simplifies workflows and automates repetitive activities. This not only saves your time but also enhances your team members’ productivity by enabling them to engage in more business activities.