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.

  • Customers
  • Invoices
  • Line Items
  • Payments

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.

All Dimensions and Metrics

  • Allow IPN Payment
  • Allow Online ACH Payment
  • Allow Online Credit Card Payment
  • Allow Online Payment
  • Apply Tax After Discount
  • Balance
  • Balance With Jobs
  • Bill Email Address
  • Bill With Parent
  • Billing Address 1
  • Billing City
  • Billing Country
  • Billing Id
  • Billing Postal Code
  • Billing State
  • Client Entity ID
  • Company Name
  • Currency
  • Currency Code
  • Currency Code
  • Customer Billing Address 1
  • Customer Billing City
  • Customer Billing Country
  • Customer Billing Id
  • Customer Billing Postal Code
  • Customer Billing State
  • Customer Company Name
  • Customer Display Name
  • Customer Email Address
  • Customer First Name
  • Customer Full Name
  • Customer ID
  • Customer Last Name
  • Customer Memo
  • Customer Middle Name
  • Customer Name
  • Customer Phone Number
  • Customer Taxable
  • Date
  • Deposit Account
  • Description
  • Display Name
  • Doc Number
  • Domain
  • Email Address
  • Email Status
  • Expense Account ID
  • Expense Account Name
  • First Name
  • Full Name
  • Id
  • Invoice Doc Number
  • Invoice Id
  • Invoice Total
  • Is Project
  • Job
  • Last Name
  • Line Item
  • Line Item Detail Type
  • Line Item Id
  • Line Item Name
  • Line Item Position
  • MIddle Name
  • Payment Amount
  • Payment ID
  • Phone Number
  • Preferred Delivery Method
  • Print Status
  • Private Note
  • Private Notes
  • Process Payment
  • Quantity
  • Sales Term Reference Id
  • Sparse
  • Sync Token
  • Synctoken
  • Tax Code Ref
  • Taxable
  • Total
  • Transaction ID
  • Transaction Type
  • Unapplied Amount
  • Uniqueness Key
  • Unit Price

Data View Details: Customers

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

Data View Details: Invoices

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

Data View Details: Line Items

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

Data View Details: Payments

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

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