Quickbooks Online

TapClicks now has Smart Connector support for Quickbooks Online Data! Save time by getting a side-by-side analysis of your reporting along with your Quickbooks online data!

High level is great... but you need to see the nitty gritty, too.

With more granular data capabilities than anywhere else, you finally have the lens to fully understand all layers of your business. With TapClicks, you get access to seemingly-unlimited fields, and custom-built data views as well. Our team delivers the deepest intricacies of any platform and ensure you get the most information possible.

Available Data Views

Group your data in ways you never thought of before and discover intriguing new insights. You can apply deeper insights with TapClicks—complex visualizations. Slice and dice, group and cluster. Drill down from campaign level to creative level.

Take a look at some of our more popular and out-of-the-box data fields supported. Keep checking back as we are always adding new metrics and data fields.

Stored

All Dimensions and Metrics:

Allow IPN Payment	Allow Online ACH Payment
Allow Online ACH Payment	Allow Online Credit Card Payment
Allow Online Payment	Apply Tax After Discount
Apply Tax After Discount	Balance
Balance	Balance With Jobs
Bill Email Address	Bill Email Address
Billing Address 1	Billing City
Billing Country	Billing Id
Billing Postal Code	Billing State
Company Name	Created Date
Currency	Currency Code
Currency Code	Customer Company Name
Customer Display Name	Customer Email Address
Customer First Name	Customer Full Name
Customer ID	Customer ID
Customer Last Name	Customer Memo
Customer Memo	Customer Middle Name
Customer Name	Customer Name
Customer Phone Number	Customer Taxable
Date	Deposit Account
Domain	Domain
Due Date	Email Address
Email Status	Email Status
Expense Account ID	Expense Account Name
Invoice Created Date	Invoice Doc Number
Invoice Due Date	Invoice Id
Invoice Last Updated Date	Invoice Total
Last Updated Date	Last Updated Date
Line Item	Line Item Id
Payment Amount	Payment ID
Phone Number	Print Status
Print Status	Private Note
Private Notes	Private Notes
Process Payment	Quantity
Sales Term Reference Id	Sales Term Reference Id
Sparse	Sparse
Synctoken	Synctoken
Total	Total
Transaction ID	Transaction Type
Transaction Type	Unapplied Amount
Uniqueness Key	Unit Price

Data View Details: Customers

Uniqueness Key	Taxable
Billing Id	Billing Address 1
Billing City	Billing Country
Billing State	Billing Postal Code
Job	Bill With Parent
Balance	Balance With Jobs
Currency Code	Currency
Preferred Delivery Method	Is Project
Client Entity ID	Domain
Sparse	Customer Id
Sync Token	Last Updated Date
First Name	MIddle Name
Last Name	Full Name
Company Name	Display Name
Phone Number	Email Address
Date

Data View Details: Invoices

Uniqueness Key	Allow IPN Payment
Allow Online Payment	Allow Online Credit Card Payment
Allow Online ACH Payment	Domain
Sparse	Invoice Id
Synctoken	Created Date
Last Updated Date	Doc Number
Currency Code	Currency
Transaction ID	Transaction Type
Customer ID	Customer Name
Customer Memo	Sales Term Reference Id
Due Date	Total
Apply Tax After Discount	Print Status
Email Status	Bill Email Address
Balance	Private Notes
Customer Billing Id	Customer Billing Address 1
Customer Billing City	Customer Billing Country
Customer Billing State	Customer Billing Postal Code
Customer Taxable	Customer First Name
Customer Middle Name	Customer Last Name
Customer Full Name	Customer Company Name
Customer Display Name	Customer Phone Number
Customer Email Address	Date

Data View Details: Line Items

Uniqueness Key	Id
Line Item	Line Item Position
Description	Total
Line Item Detail Type	Line Item Id
Line Item Name	Unit Price
Quantity	Expense Account ID
Expense Account Name	Tax Code Ref
Customer ID	Allow IPN Payment
Allow Online Payment	Allow Online Credit Card Payment
Allow Online ACH Payment	Domain
Sparse	Synctoken
Invoice Created Date	Invoice Last Updated Date
Doc Number	Currency Code
Currency	Transaction ID
Transaction Type	Customer Name
Customer Memo	Billing Id
Billing Address 1	Billing City
Billing Country	Billing State
Billing Postal Code	Sales Term Reference Id
Invoice Due Date	Apply Tax After Discount
Print Status	Email Status
Bill Email Address	Private Notes
Date

Data View Details: Payments

Uniqueness Key	Customer ID
Deposit Account	Invoice Total
Unapplied Amount	Process Payment
Domain	Sparse
Payment ID	Synctoken
Created Date	Last Updated Date
Payment Amount	Invoice Id
Transaction Type	Private Note
Customer Name	Currency Code
Allow IPN Payment	Allow Online Payment
Allow Online Credit Card Payment	Allow Online ACH Payment
Invoice Doc Number	Invoice Due Date
Customer Memo	Sales Term Reference Id
Apply Tax After Discount	Print Status
Email Status	Bill Email Address
Private Notes	Date