Connect Precision to QuickBooks in 60 seconds

Your CRM says one thing. Your bank account says another. Precision pulls your actual revenue data from QuickBooks so you can see the numbers that hit your books—not just what's in your pipeline.

1. Click "Connect QuickBooks" and authorize Precision to read your financial data
2. Select which accounts and date ranges to track
3. Precision syncs revenue, expenses, and cash flow daily
4. See your real financial performance alongside your pipeline metrics

Metrics we pull from QuickBooks

We focus on the numbers that tell you if your business is actually making money:

• Revenue — Actual collected revenue, not just deals marked "closed won"
• Expenses — Total spend so you can track profitability
• Gross margin — What's left after you deliver the work
• Accounts receivable — Money owed to you that hasn't hit the bank yet
• Cash flow — The oxygen of your business—know if you're breathing or gasping

Connect QuickBooks