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QUICKBOOKS INTEGRATION OVERVIEW

Seamlessly Integrate With QuickBooks Online

neXtep easy - fully online small business growth tool

We advise you how to do the one best thing, right now, to improve your business future.
No learning curve required, just connect and go!

It’s easy to get started - learn how

Start With 14 Day Free Trial

no credit card required


neXtep easy is a fully online growth tool

Connect For Reports

neXtep easy builds on the power of your QuickBooks financial reports by analyzing them for you, calculating your financial metrics, comparing them to global best practice, and presenting you with a simple, practical, how-to Action Plan to the most important activity you need to take. Then the next, then the next.

Take Action

Connect For Key Business Data

A full range of reports is available for annual subscribers, updated monthly or at any other time you need more current data.

neXtep easy analyzes your customers, invoices and items, to help you work with the most valuable of your small business assets.

Reports

Integration Overview

Quickbook
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neXtep easy

neXtep easy collects data from your QuickBooks Online account.
We never change data in your own accounting records.
We never collect data we don’t use in reports and calculations.

Reports
Income Statement
Balance Sheet
Statement of
Cash Flows
Lists
Items
Customers
Accounts
Transactions
Invoices
Bills

FAQ

  • neXtep easy does the first major data sync during your onboarding process.
  • After that, we sync every month.
  • If you have an Annual Subscription you also have the opportunity to sync at any other time to take advantage of suggested improvements to your data shown in your Reports.
  • After you use the Data Connect page to connect with your QuickBooks account, you usually don’t have to do anything else.
  • Only in exceptional cases, where we are unable to map your chart of account names with our set, will we ask for more help from you.
  • The first time we sync with your QuickBooks Online account, it could take up to 5 minutes or so. However, we do that in two parts, and you rarely have to wait more than a couple of minutes before completing the onboarding steps.
  • Any subsequent data sync occurs in the background, at night, and you are not disturbed.
  • You don’t need to worry - we automatically disconnect as soon as we have retrieved the data we need.