Intuit developer integration
- QuickBooks Online connected through Intuit’s OAuth API
- Scheduled syncs of profit and loss and account data
- Secure token storage and reconnection handling
QUICKBOOKS ONLINE,
JOINED TO YOUR PRACTICE DATA.
QuickBooks knows what the firm earned and spent. Your practice-management system knows who did the work and what was billed. Partners need those figures in the same view to judge whether a month, an attorney or a practice area was profitable.
We connect QuickBooks Online through Intuit’s developer platform and build the reporting that joins them.
Discuss QuickBooks reporting- Revenue
- $2.10M
- Expenses
- $1.26M
- Profit margin
- 40.1%Net profit ÷ revenue × 100
- Collected of billed
- 91.8%
Revenue and expenses
Monthly totals from the QuickBooks profit and loss report.
- Revenue
- Expenses
What we do
with QuickBooks Online.
Financial dashboards
- Revenue, expenses and margin with the formula shown
- Collections against billing
- Receivables by age
Joined with practice data
- Clio billing and time entries beside QuickBooks results
- Billable hours against target for each attorney
See it working
Common questions
Is our accounting data safe?
The connection uses Intuit’s own authorization, which your QuickBooks administrator approves and can revoke. Our dashboards read the figures and do not post entries.
Our numbers don’t match between systems. Can you help?
It is usually what we find first. We show how each figure is calculated and where it comes from, which turns a disagreement into a question about data.
Ask us to look at how financial figures reach your partners today.
Discuss QuickBooks reporting