The problem:
Still exporting reports from QuickBooks to get them into your spreadsheet?
You find the report, set the dates, export it and bring it into your workbook. If you need a different period or another report, you do it again. That’s a lot of work before you’ve even started the analysis.
The QuickBooks Connect solution:
Ask for the report. Get straight to the analysis.
Connect QuickBooks directly to Atomiq. You or your agent can search the available reports, set the date ranges and other report options, and pull the data into your spreadsheet. The data stays linked to the QuickBooks connection, so you can manage the source without passing exports back and forth.
How it works:
Connect QuickBooks
Add your QuickBooks connection and authorize access to the company you want to work with.
Ask for what you need
“Pull last quarter’s profit and loss report, broken out by month, and compare it with the same quarter last year.”
Work with the data
The agent retrieves the reports and brings them into your workbook. Ask it to calculate the variances, investigate a change or build the analysis you need.
In Action:
Coming Soon
A QuickBooks Connect demo