Data Panda brings your QuickBooks Online data together with the data from the rest of your business. From one place, we turn it into dashboards, automations, AI workflows and custom apps your team uses every day.
QuickBooks Online is Intuit's cloud accounting platform for small and mid-sized businesses, with around eight million subscribers worldwide and a strong base in the US, Canada, the UK and Australia. It covers invoicing, bills, customers and vendors, items and inventory, the chart of accounts, journal entries, deposits and payments, with native bank feeds, QuickBooks Payments and QuickBooks Payroll plugged into the same ledger.
Around it sits one of the largest accounting app stores in the market: a CRM tile, a POS tile, an AP tile, an expense tile, often three or four extra add-ons per company. We land the QuickBooks ledger and those neighbouring systems in your warehouse together, so customer-aging, project margin and the cash position become a live view across the whole stack instead of a month-end export from QuickBooks that someone reconciles by hand.
Revenue, AR aging, cash and project margin on one daily view.
Let your CRM, commerce and payments systems post into QuickBooks without keying twice.
Use QuickBooks history to score risk, classify bills and forecast cash.
Internal tools on QuickBooks data for the controller, sales lead and the founder.
A list of concrete reports, automations and AI features we have built on QuickBooks Online data. Pick the one that matches your situation.
Which customers quietly stretched their payment terms this quarter?
Per-customer payment behaviour from QuickBooks lands in the warehouse on the invoice and bill timeline. The customer who drifted from net-30 to net-55 shows up on the trend, with the open balance and the next renewal date next to it, before the collections schedule is set.
Do the QuickBooks numbers still agree with the connected app store?
QuickBooks ledger totals are reconciled against the upstream systems sitting in the QuickBooks app store, like the POS, the e-commerce store and the payment gateway. Gaps between the source system and the booked entries are flagged at the day they happen, instead of surfacing in a year-end review.
Where is the cash going to be in the next 13 weeks?
Open AR with each customer's actual paying-rate, plus recurring invoices and AP due dates from QuickBooks, drive a rolling 13-week cash view. The founder sees a likely-paid date per invoice, not just the original due date, so the next hire or supplier-prepay decision has a real number behind it.
AR aging, AP due-date stack and bank-reconciliation status on one view, with QuickBooks Payments and QuickBooks Payroll lined up against the ledger. Month-end becomes a review, not a reconciliation marathon.
Customer payment history and credit status visible at the moment of the deal, not after the contract is signed. New net-30 quotes are checked against the customer who already pays in 60.
Class, location and project detail tied to QuickBooks Payroll and inventory items. Operations sees which lines are absorbing labour and stock, before it shows up as a slimmer margin number.
Stripe payouts are matched to the QuickBooks invoices they paid, with fees split per charge and per currency, and refunds posted as credit notes against the original invoice. The controller sees net cash per invoice and per customer, instead of a weekly Stripe lump that has to be broken apart by hand.
Shopify orders land in QuickBooks Online as sales receipts or invoices with the right product mapping, sales-tax code per jurisdiction and refunds flowing back as credit notes. Product revenue and the QuickBooks ledger stay aligned per day, instead of needing a monthly bookkeeper export from the Shopify admin.
Closed-won HubSpot deals create QuickBooks customers with the right billing address and tax setup, and prepare the first invoice or recurring profile against the agreed line items. Sales sees the QuickBooks payment history on the HubSpot record before quoting net-30 to a customer who already pays in 60.
Vendor bills approved in BILL post into QuickBooks Online with the right account, class and project, and BILL payment events match back to the QuickBooks bill they cleared. The AP team works in BILL, the controller sees one consistent view of payables in QuickBooks, with no double-entry between the two tools.
You keep the reporting tool you already have. We connect it to the warehouse where your QuickBooks Online data lives.
OAuth authentication. Read-only by default. We sign a DPA and your admin keeps the keys.
Data flows into your warehouse on your schedule. Near real time or nightly, your call. You own the data.
We build the first dashboard, workflow or AI feature with you, then hand over the keys. Or we stay on for ongoing delivery.
We set up the foundation. Your team builds on top.
Best fit Teams that already have a BI analyst or data engineer and want to own the build.
We build the whole thing, end to end.
Best fit Teams without in-house BI or dev capacity. You tell us what you need and we deliver it.
You do. It lands in your warehouse, on your cloud account. We don't resell or aggregate it. If you stop working with us, the warehouse stays yours and keeps running.
Near real time for most operational systems. For heavier sources we schedule hourly or nightly. You pick based on what the reports need.
No. If you don't have one, we help you pick one and set it up as part of the first delivery. Common starting points are Snowflake, Microsoft Fabric, or a small Postgres start.
Yes. Each QuickBooks Online company file lands in its own schema, with a shared customer, vendor and chart-of-accounts dimension on top. Groups running more than one QuickBooks company get per-entity reporting and a consolidated view at group level, without merging spreadsheets by hand.
Yes. QuickBooks Online classes and locations come across as first-class fields on every transaction that has them. Class and location P&L can be derived in the warehouse instead of relying on the QuickBooks profit-and-loss-by-class report as the only source.
We review your QuickBooks Online setup and the systems around it. Together we pick the first thing worth building.