QBO Report - Direct Imports

With our QBO reports direct import feature you can get support you need for your project without having to go into QBO. You do this by selecting the reports you want to get for your client and then selecting the "Upload from QuickBooks Online" button, we will automatically pull those reports into Denari for you from your clients QBO. Reports we directly integrate with QBO are split into Workpapers and Other documents, the full current list is below.

Workpapers

  • A/P Aging Summary

  • A/R Aging Summary

  • General Ledger

  • Transaction Detail by Account

  • Account Detail

Other Documents

  • Balance Sheet

  • Income Statement

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