Quickbooks Dashboard – Download and Test Drive

If you have been researching dashboard and reporting options for Quickbooks, you may have come across websites that ask you to upload your financial information into their server. A lot of small business owner when surveyed about the idea of sending their Quickbooks data, they expressed a lot of concern.

You don’t need to upload your financial information to third party, not anymore.

Follow the simple steps and you can test drive the dashboard on your local PC

Please download and install the base files http://www.infocaptor.com/files/test/infocaptor_setup.exe

  1. Download the quicbook files (http://www.infocaptor.com/files/setup/qb_dash_files.zip )
  2. Create a directory like c:\dashboards and Unzip the qb_dash_files.zip file into this directory.
  3. Launch InfoCaptor and open the c:\dashboards\qb_excel_dashboard.icv file ( qb_excel_dashboard.icv is part of the zip file)
  4. When the connection window pops, change the path to c:/dashboards/qb_dash_export.xls
  5. Click connect
  6. The dashboard will show up and you can change the parameters.

The qb_dash_export.xls is just sample Quickbooks file

Would you like to see the above charts using your Quickbooks Data?

Tags: , , , , , , , , quickbooks,peachtree,sugarcrm,small business

Excel Dashboard           OR           Access Dashboard

  1. 2 Trackback(s)

  2. Jun 10, 2008: Small Business | Quickbooks | Peachtree » Small Business Dashboards Guide | Peachtree | Quickbooks | MYOB
  3. Oct 15, 2008: Dashboard Zone » Quickbooks Financial Ratios Dashboard

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