Reporting tools for QuickBooks Online
Query your QuickBooks data down to the individual line item, summarise it, forecast it, and push it into the spreadsheet you already work in. Every tool below is included in the single Pro subscription.
Saved Search
The foundation
A visual query builder over your QuickBooks data. Filter, pick your columns, sort, and export to Excel or CSV - including the individual line items of every transaction.
Learn morePivot Reports
Cross-tab analysis
Turn any saved search into a cross-tab. Group by customer, vendor, class, or period and aggregate with SUM, COUNT, AVG, MIN, or MAX.
Learn moreRemittance Advice
Payment documentation
Generate remittance advice for any customer payment or vendor bill payment, as a formatted PDF or Excel file you can send on yourself.
Learn moreRecurring Transactions
Forecast what's coming
See the recurring templates in your QuickBooks file and project their future occurrences alongside the transactions already posted.
Learn moreSpreadsheets Sync
Live in Sheets, Excel and Power BI
Give any saved search its own secure URL, then read it from Google Sheets, Excel, or Power BI. The spreadsheet refreshes itself.
Learn moreTry every solution free for 30 days
No credit card required. Connect your QuickBooks Online company and explore the whole application against your own data.