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Setup · QuickBooks Online

Get QuickBooks Online into Narada.

QuickBooks Online emails scheduled reports natively. One setup per report.

Hands-off — it emails itself in

1

Move in — once

Your whole history in one drop. Zip your ERP's export folder and drop it on your Data page — a zip is 5–10× smaller, and too big to email, which is exactly why it goes there, not to an inbox. Send as much as you have — ideally 2+ years, so the forecasts have a couple of seasonal cycles to learn from. A single file up to 2 GB works too (we split it for you); larger, split it or just zip the folder.

2

Keep it fed — set once

Then the small daily updates, following the steps below. Set it once in QuickBooks Online and never come back.

The exact steps

  1. 1

    Reports → open the report you want → customise it to the columns you need.

  2. 2

    Save customisation, then Edit → 'Set email schedule' → daily.

  3. 3

    Attach the report as an Excel file (not just in the email body).

  4. 4

    Recipient: sales → your sales address, stock → your inventory address, customers → your customers address, receivables → your receivables address.

  5. 5

    Save. Nothing to do after that.

For whoever runs IT: QuickBooks sends from an Intuit address; that's fine — Narada reads the attachment.

Your real addresses are waiting in the app.

Open your Data page — it shows the exact addresses for your account, and can email these steps to your IT person in one click.

Open my Data page → Start free