How to Access and Use Interactive Dashboards in Salesforce for QuickBooks Integration

This guide explains how to access the company-level dashboard and configure record-level dashboards in Salesforce for the QuickBooks integration.

1. Company-Level Dashboards

The company-level dashboard is prebuilt and does not require any configuration by the user.

Steps to Access the Company-Level Dashboard:

1. Log in to your Salesforce org.
2. Navigate to the “QB Dashboard” tab from the Salesforce navigation bar.
3. The dashboard automatically displays all connected QuickBooks companies.
4. Browse the prebuilt charts and reports to get a visual overview of sales, invoices, expenses, and other key data.

No additional setup or customization is required. Users can start analyzing their data immediately.

Next, let's look at how to configure and use record-level dashboards.

2. Record-Level Dashboards

Record-level dashboards allow users to customize dashboard components on specific Salesforce record pages, such as Account and Vendor pages.

Steps to Configure a Record-Level Dashboard::

1. Open the Salesforce record page where you want to display the dashboard, such as an Account or Vendor page.

        2. Click the Gear icon and select Edit Page to open the Lightning App Builder.

        3. Drag and drop the QB Dashboard component onto the page layout. Configure the component by selecting the     following options:

• QuickBooks Company: Select the QuickBooks company whose data you want to display.
• Report Type: Choose the type of report you want to view, such as Sales, Expenses, or Accounts Payable.
• Filter Level: Select the appropriate filtering level, such as Company, Customer, or Vendor.

Once you have configured the component, click Save and Activate the page.

        4. Return to the Salesforce record page to view the configured dashboard component and its data.

Example: Vendor-Level Dashboard

You can also configure the dashboard on a Vendor record page and apply filters based on the vendor type.

To do this, search for and open the required Vendor record, then follow the same steps described above to add and configure the QB Dashboard component.

Once configured, the dashboard will be visible on the Vendor record page, allowing you to view data based on the selected settings and filters.