Quickbooks Online’s API allows you to organize your data based on the accounting method of your choice. It also allows you to summarize each column by various segments, such as time frame, customer, vendor, department, or products & services, among others.

To use these, begin building a metric. Select Quickbooks Online as your data source, then connect your account if you haven’t already. 

Each report that you choose will have different options. Some will have the option to organize the data only based on Accounting Method, some will have only the Summarize Column By field, and some will have both.

In this example, the Customer Sales report lets us both group by Accounting Method and use Summarize Columns. 

Questions? Email us at support@grow.com or chat in on the site.

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