Streamline data flow with QuickBooks and Align integration + Metric Visibility and Google Sheets Add On!
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Weekly Tips & Tricks

Hey there,

 

We’ve made it easier to connect your numbers and control who sees them.

 

Our QuickBooks Online integration is now available in Align, along with enhanced Metric Visibility settings that give you more control over your data.

 

Here’s how this helps your team:

Automatic financial data, right where you need it
Once connected, your QuickBooks Online data flows directly into Align. Your key metrics stay up to date without extra effort, so your team can focus on using the numbers instead of chasing them.

 

Keep sensitive data private and relevant
Not every metric needs to be visible to everyone. With Metric Visibility, you can choose exactly who sees what. Share financial data with leadership while keeping team-level metrics focused and relevant for others.

 

More clarity across every role
When each person sees the right metrics, conversations become more productive. Teams stay aligned around what they can influence, and leaders maintain a clear view of the bigger picture.

 

This update is all about making your data more useful. The right numbers, in front of the right people, at the right time.

 

What’s new: QuickBooks Integration

If you’re pulling financial data manually today, this is worth a look. Our new QuickBooks integration allows you to automatically sync key financial metrics directly into Align. That means your team can spend less time gathering numbers and more time discussing what they mean.  You can explore all available integrations here: https://aligntoday.com/align-academy/integrations/

 

A quick note on Metric Visibility

As you automate more data, it becomes even more important to control who can view and update specific metrics. Metric Visibility gives you the ability to:

  • Limit access to sensitive numbers
  • Ensure the right people own the right data
  • Maintain trust in your reporting structure

Automation works best when it’s paired with clear ownership and visibility.

 

Coming soon: Google Sheets Integration

Many teams already manage key data in spreadsheets. We’re working on a Google Sheets add-on that will make it easier to connect those numbers directly into Align. This will give you another flexible option to balance automation with visibility, especially for teams that rely heavily on shared sheets today.

 

Choose the approach that drives the right behavior for each metric.

 

Make it work for you.

 

Smart moves today lead to better decisions tomorrow.

- Your Align Team

 

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