How to build dashboards with category and class data on Malartu
Tracking categories in Xero and Classes/departments in QuickBooks Online help business owners see how different areas of the business are performing (such as departments, cost centers, or locations).
Tracking categories and classes are powerful tools for accountants and bookkeepers to better organize client data, but they can be a real challenge to report on with the out-of-the-box reporting that comes from Xero and QuickBooks Online.
That’s where Malartu comes in.
Using a Xero or QuickBooks data connection, tables, and the metric picker, you can build custom dashboards from tracking category or class data in Xero and QuickBooks online.
Here’s Sean from Malartu to show you how:
Sean from Malartu walks you through a quick demo of how you can build dashboards from class and category data. This workflow is the same for both QuickBooks Online and Xero when using Malartu.