Welcome to our Reporting blog series, with QuickBooks

The QuickBooks API provides a handful of endpoints that enable us to assemble their most common reports, such as Balance Sheets or Profit & Loss. Unfortunately, with this power comes a level of abstraction that makes it quite tough to wrangle the data into a meaningful chart or report.

The existing QuickBooks reporting tools are numerous and comprehensive. But if you're running multiple accounts and need to consolidate data across your entire organization, things get a little more difficult.

Still exporting CSVs and rebuilding the same pivot tables every month? Point Microsoft Excel at a live copy of your QuickBooks data instead - your formulas and charts stay put, and updating them becomes a single click.

Querying the QuickBooks API directly from Power BI is slow and fragile. Stage your data in a relational database first, then build interactive dashboards that combine QuickBooks with the rest of your business.

Google Sheets is where many teams already share their numbers. With a few lines of Apps Script, you can query your QuickBooks data straight into a sheet and give everyone one shared, up-to-date view.

Need a dashboard you can share with a link, without paying for BI licences? Connect Looker Studio (formerly Google Data Studio) to your QuickBooks data using its built-in SQL Server connector - no exports, no plugins.