Automating QBO Data Extraction for Multiple Financial Categories

Other Questions Zapier
1

Overview

My client records both income and expenses in QBO online using various dimensions such as sub-accounts, customers, projects, and classes. I am looking for a way to pull this data into an Excel expense tracker as well as a low-code grant management system.

Question: Is it necessary to create a custom integration with tools like Make or Zapier, or can I simply extract the ledger data, store it in the cloud, and then import it into the Excel and grant systems?

2

hey finn_mystery, id say you havent gotta regenarate a full custom integration if ledger extraction works smooth, cloud storage can do the trick. just watch out for potential sync delays and duplicate entries on your side.