You can create automated custom reports with Quickbooks and have them automatically sent to Scoop for ingestion. This will allow you to blend your Quickbooks financial data with any other data that you have been able to bring into Scoop.

Example of typical items you might pull from Quickbooks:

• Revenue data by customer, product, etc.
• Expense data by campaign, channel, etc.
• Income statement
• Balance sheet items (e.g. like cash on hand)

This data can be extraordinarily powerful when combined with other operational data from sales, marketing, product, service, etc. such that you can gain deep visibility into costs and returns on investments in various parts of your business.

Use cases for Quickbooks as a single data source

• Better analysis and visualization of Quickbooks data
• Presenting and sharing live Quickbooks data
• Snapshot process analysis of order processes
• Customer lifetime value analysis

Use cases for Quickbooks by blending with other data sources

• Marketing cost per campaign, lead, and customer acquisition costs by combining with marketing lead and/or sales opportunity data
• Customer value segmentation by combining Netsuite financial data with CRM customer attributes
• Product value segmentation by combining product usage data with customer financial data
• Customer success risk analysis by comparing customer activity with their financial value