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Plot data from Intuit QuickBooks

Map Business Online can import data directly from Intuit QuickBooks. That means you don’t need to save QuickBooks data in Excel file first and then import that file in Map Business Online. Following editions of QuickBooks are supported:

  • Desktop, Enterprise 2010-2014
  • Online

You need to synchronize your QuickBooks Desktop and Enterprise data with the cloud (unless you already have synchronization setup) for Map Business Online to access the data. QuickBooks Online is already in the cloud so you are all set to start using Map Business Online.

Begin with setting up Map Business Online connection to QuickBooks. To do that navigate to Map Business Online page on Intuit App Center. Click “Try it Now” button and follow instructions that you will be provided to set up connection.

Once you have connection between Map Business Online and QuickBooks setup, you can follow the steps below to plot and visualize your data from Intuit QuickBooks:

  1. Click Plot data on Map Business Online toolbar.
  1. On the Select data page choose Plot data from QuickBooks. Then click Next.
  1. Select what locations you would like to plot: customers or vendors. Then specify time period to retrieve sales information for. Choose whether you want to get total sales for all products or sales by product for selected ones. Finally click ‘Plot” to start plotting data on map.
    NOTE: sales are calculated on accrual basis.
  1. Plotting data may take some time depending on number of records in your data and speed of Internet connection. Click ‘Done’ to see your data on the map.
  1. You can plot multiple datasets on map. Each dataset is identified by time period you have selected.
  1. After plotting data you may want to change dataset properties such as symbol or name. You can access dataset properties from Map & Data window. To open Map & Data window if it is not already visible just click Map & Data tab centered on the left side of map.
  1. Move mouse pointer over dataset name in Map & Data window and click gear icon that will appear to open ‘Manage map and data’ dialog.
  1. Once inside ‘Manage map and data’ dialog move mouse pointer over dataset name (dataset tab) and click pencil (edit) icon that will appear. Enter new dataset name and click ‘Change name’ button.
  1. If necessary change dataset symbol. You can also modify dataset symbol by clicking it in Map & Data window.
  1. To turn on or off callouts for your data on map first select ‘Callouts’ vertical tab in ‘Manage map and data’ dialog. Then click ‘Show callouts’ or ‘Hide callouts’ button (button will appear depending on current callouts state).
  1. To show/hide data on map check/uncheck ‘Visible’ box. You can also do that from Map & Data window.
  1. To remove dataset click icon with cross symbol. To remove all datasets from map click ‘Remove all’ button.
  1. You may want visualize product sales by customer location. Please refer to this link: Color code dataset locations with circles
  1. You can also show product sales by ZIP code. Please refer to following link for more information: Color code map by ZIP codes, counties, or states

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