Answers before you connect QuickBooks.

QuickToLake syncs QuickBooks Online company data into a customer-specific folder in QuickToLake-managed Azure Data Lake Storage so teams can build Power BI reporting and finance analytics.

QuickToLake is available to United States customers at launch. International availability is planned for a later phase.

Customers create an account by choosing Create account and signing in with a supported identity, such as a work email, GitHub, or a personal email. QuickToLake uses Microsoft Entra for authentication, so account access is handled by Microsoft's secure, highly reliable identity platform rather than by a separate QuickToLake password system.

Customers sign in, complete onboarding, and authorize each QuickBooks Online company through Intuit OAuth. The dashboard tracks connected companies and subscription status.

QuickToLake syncs the QuickBooks Online entities and reports available for your connected company. Common entities include accounts, customers, vendors, items, invoices, payments, bills, journal entries, deposits, transfers, estimates, sales receipts, credit memos, purchases, purchase orders, bill payments, vendor credits, classes, and departments/locations when those features are available in QuickBooks. Available reports include profit and loss, balance sheet, general ledger, cash flow, A/R aging, and A/P aging. Customers can choose which available entities and reports to sync for each connected QuickBooks company.

QuickToLake uses Microsoft Entra for authentication, so customer sign-in is handled by Microsoft's enterprise identity platform with protections such as secure token-based access, conditional-access-ready identity controls, centralized account governance, and no separate QuickToLake password database. Synced data is stored in Azure Data Lake Storage in a customer-specific filesystem, with customer access controlled through Microsoft Entra security groups and read-only HTTPS SAS access. Azure Storage encrypts data at rest and in transit, and each customer's storage area is isolated so authorized users can access only their own QuickToLake files.

QuickToLake uses customer-specific ADLS folders and Microsoft Entra security groups so only approved customer users can reach their specific folder.

No. QuickToLake manages the Azure Data Lake Storage account. Customers access their secured folder through supported external identities in the QuickToLake Entra tenant.

Not to use Power BI Desktop or local templates. Power BI Pro or PPU is generally only needed for Power BI Service publishing, sharing, and collaboration unless Premium or Fabric capacity applies.

After profile, subscription, payment, QuickBooks connection, company selection, and entity selection are complete, data is typically available in ADLS within 15 minutes.

Yes. Each company subscription slot applies to one QuickBooks Online company/realm ID at a time. You can add additional company subscriptions when you need more companies available in the same billing period.

QuickToLake currently offers daily and hourly refresh options. A customer dashboard is provided that is designed to show connection health, sync runs, checkpoints, and failed entities.

Yes. Customer-only template(s) are provided for finance dashboards such as executive financials and AR/AP analysis, with data already modeled from the ADLS folder structure.

No desktop connector is planned for the core workflow. The goal is a cloud-managed QuickBooks to ADLS pipeline that works with Microsoft analytics tools.

Customers can contact support from the QuickToLake dashboard or email support@quicktolake.com. Our support team generally responds within 24 hours.