If you're monitoring and optimizing your financial and accounting data in QuickBooks, and want to hook it to Cascade, then here it is - a very easy and quick way to integrate and track metrics. Be it the cash flow, profit margin, EBIT, expenses, accounts payable and receivable, and so on, bring every metric to the relevant measures in Cascade.
Every time the value changes in the QuickBooks files, Cascade automatically updates those for you. This integration with Cascade is enabled through Zapier.
If you're looking for more possibilities from an integration with QuickBooks, our "Enterprise+" subscription now includes custom and advanced integration options. This allows for a tailored approach to meet specific needs, enhancing the functionality and efficiency of your strategic planning within Cascade. If you are interested in a more bespoke integration (using API) with QuickBooks, please get in touch and we can explore your options further.
Before you proceed, it's important that these pre-requisites are met:
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A paid account in Cascade, and a 'measure' in Cascade that has Zapier chosen as the tracking type, initial and target values defined.
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Online version of QuickBooks and not the desktop version. Also, a full QuickBooks Online account and not a self-employed version.
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QuickBooks Online account with a file that has the measure's progress value (that needs to be updated in Cascade).
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Paid Zapier account.
See How to Use Zapier with Cascade article to establish a connection between Cascade and Zapier.
Let's see how to set up a zap workflow with QuickBooks:
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Create a Zap - When you select Zapier from the measure's tracking section, a modal pop-up redirects you to Zapier. Click + Create Zap from the left navigation pane. You'll now see the Zap's builder interface. On the top-left, enter the name for your Zap.
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Connect QuickBooks - Search for QuickBooks Online app, and choose the relevant trigger. In this article, let's set the trigger as "Update Invoice". Whenever an invoice is updated in QuickBooks, the payment associated with the invoice should automatically be pulled into Cascade. Connect your QuickBooks account, and choose the relevant account from the list. Click Continue once the test trigger is successful, and Zapier establishes the connection with QuickBooks.
From the list of triggers, you can also choose API Request (Beta) if you know the API endpoints.
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Connect Cascade Strategy - Allow the connection to your Cascade account, and choose the Update Measure Current Value in Cascade Strategy as action. Now, select the Workspace, Plan, and the Measure to be updated. Click Next, and the connection to Cascade is established.
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Customize Zap - Select the measure value from the list, and click Next. This is the value that you need to map to Cascade.
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Test Zap - You'll see the values displayed which will be sent to Cascade. Click Send test to verify the connection. You can check the measure in Cascade to see if the value is updated.
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Turn on Zap - If you need to edit anything, you can do it from here, else click Turn on Zap to finish the integration.
You've now successfully established the trigger and action. Now, with ease and no efforts from you, your values will get updated automatically in Cascade, every time there's a change in the values in the QuickBooks files.
Go to Cascade, and in the measure that you chose Zapier as tracking, you'll see the progress updated. It might take a while to reflect the progress.
For more help with the QuickBooks-Zapier workflows, please search for "QuickBooks" in Zapier Help Center.
FAQs
My test with Zapier was unsuccessful. How should I proceed?
You can skip the test, and proceed to publish the zap. It might still reflect the progress in Cascade perfectly. But if it does not update the value, then reach out to us.
I can't connect my QuickBooks account.
Make sure that you're using the QuickBooks online and the full version of QuickBooks Online account. The desktop or self-employed version of QuickBooks is not supported by Zapier.
There is a connection error with Zapier.
Start a new zap connection and redo the steps.
I get the error: "The application has already been subscribed to by another user for this company"
If you get this error, you'll need to disconnect Zapier from your QuickBooks account, then try reconnecting. To do this, click Apps from the left navigation menu inside of your QuickBooks account, then choose My Apps > Manage my Apps. Delete the Zapier connection, and then try connecting your account through your zap again. If you continue to run into this issue, contact us or Zapier, and we can attempt to force delete the connection.
I've completed all the steps, and yet the Publish to Zap is disabled. Why?
Look out for 
against any of the steps. If this is shown, it means that the particular step is not completed. Please go back, complete that step, and you'll now see that the publish is enabled.