Automatically Export & Sync QuickBooks Online Data
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.
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.
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