Combined Reporting: QuickBooks + Zendesk
How do you get one set of numbers you can trust? askotter reads QuickBooks and Zendesk together and answers it for your business, by text.
How does combined reporting with QuickBooks and Zendesk work for a small business?
askotter reads QuickBooks and Zendesk side by side so it can combine your accounts into one clean report you can ask questions of. One report covering every connected account, cleaned up and answerable by text.
Read the full answerShow less
The owner asks follow-up questions by text.
- From QuickBooks
- Income and expense data, Accounts receivable/payable, Cash flow statements.
- From Zendesk
- Ticket volume and resolution, CSAT scores, Agent performance.
- Status
- QuickBooks and Zendesk are on the integration roadmap, so the matching described here starts when that connector ships.
- Not for
- Replacing QuickBooks or Zendesk. Both keep working exactly as they do now.
How do you get one set of numbers you can trust?
GA4 says one thing, Stripe says another, and your booking system disagrees with both. Matching them by hand takes hours, and the answer is still fuzzy.
How askotter handles it
askotter reads QuickBooks and Zendesk side by side, so it can combine your accounts into one clean report you can ask questions of.
A person checks the result before it reaches you. This is part of our digital marketing services work.
How QuickBooks and Zendesk records line up
QuickBooks and Zendesk both store the customer's email address. askotter lowercases and trims it on both sides before matching, so the same person shows up as one customer across the two tools.
Both tools can hold a phone number. Numbers are normalised to one international format before matching, which catches customers who never gave an email.
Shared between the two: the customer email address, the phone number and the company or account.
What combined reporting uses from each
Combined reporting needs a shared identifier or a shared time grain.
From QuickBooks that means customer emails and invoice numbers. From Zendesk it means requester emails and organisations.
QuickBooks and Zendesk are on the integration roadmap, so the matching described here starts when that connector ships.
What each tool sees on its ownShow less
QuickBooks on its own
QuickBooks sees what was billed and paid. It has no idea which marketing produced the customer.
Timing. QuickBooks shows revenue when invoices and sales receipts are entered, which can trail the sale in a busy month.
Access. The QuickBooks Online Accounting API with read-only OAuth access.
Zendesk on its own
Zendesk sees the complaint and how it was handled. It cannot see what the customer is worth or whether they bought again.
Timing. Zendesk timestamps every ticket, reply and status change.
Access. The Zendesk Support API with a read-only token.
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- Proving AI Search Is Worth It: Attribution Past the Session Count. The channel that moves revenue while showing up in your reports as direct traffic.
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Questions about QuickBooks + Zendesk
Do I need a developer to connect QuickBooks and Zendesk?
How is askotter's Combined Reporting different from what QuickBooks shows on its own?
QuickBooks + Zendesk is coming soon
Talk to us about your timeline, and we will confirm the launch date before you commit.
Self-managed is $99/mo and scales with the compute you use. Our team runs it from $600/mo.