Automatically Export & Sync QuickBooks Online Data to Excel Online
Flatly offers several QuickBooks Online data sets that are converted to a raw, non-Report format. These data sets are ideal for data analysis because business intelligence platforms can only ingest data that is structured for machines (flat files), not for humans (accounting reports). Look for the "raw" tag in the data set name. If you prefer a human-formatted QuickBooks Online Report, go with the standard Report data set. Flatly is optimized for data analytics, so expect the non-raw Reports to be quite basic. Note the key difference is that raw Reports adhere to strict conventional column-heading and row-values structure, whereas standard Reports present column headings and values in positions that require a human to infer structure and relations.
"Fantastic Tool"
"If you are looking to extract back-end tables and data to csv, this is the app for you. The interface is easy to use and the tool runs very smoothly."
-- Matt, USA
Flatly's access to Plaid and Plaid's downstream connected financial institutions is read-only access to text. It is limited to account data (words, numbers, dates). It does not include any money-movement, transfer capabilities or account holder profiles/identities.
Plaid alone interfaces directly with financial institutions, caches data from those institutions on Plaid infrastructure, and then makes the appropriate scoped subset of that data available to partners like Flatly using secure connections called client libraries.
Flatly provisions and manages its own App Folder in OneDrive (personal), which contains CSV files or XLSX files refreshed by Flatly. Flatly only has access to this one folder. This folder is like an isolated container that you can move anywhere inside your OneDrive (personal), or rename. Unlike other apps, Flatly does not request overly broad access to all folders and files in your OneDrive (personal).
As of 2024, Microsoft has not yet rolled out the App Folder architecture for OneDrive for Business. Nevertheless, Flatly only provisions and manages a folder in /apps/Flatly in anticipation of Microsoft's future roll-out with parity, even though the only offered scopes for OneDrive for Business are drive-wide.
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