Quickbooks Online

1. Click Self Service.
2. Click Connect.
   

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   Search for QuickBooks Online.

4. Click QuickBooks Online.
   

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   Click Authorize.

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   Enter User Credentials.

7. Click Sign In.
   

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   Verify account, click Continue.

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   Enter OTP and click continue.

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    Upon successful Authorization, click Next.

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    Click the check box(es) to Select Tables.

12. Click the check box(es) to choose columns.
13. Click preview.
14. Click Next.
    

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    Name the Dataset.

16. Click OK.
    

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Note: Once you have chosen the tables needed to calculate the KPI for analysis requirements and saved the dataset, you can create the business model and dashboard. Instructions are available in the Self-Service section of the Lumenore User Manual.

Click Next.