QuickBooks Desktop

QuickBooks Desktop is Intuit's accounting software that runs on a Windows computer.

With Amalgam, you can two-way sync data into Excel and Google Sheets, or enable your AI tools to take direct actions without hand-holding.

Category
Accounting
Connects By
Web Connector
Reports
26

What You Can Do With QuickBooks Desktop

In a Spreadsheet

Pull data into Excel or Google Sheets, and refresh it whenever you need current numbers.

See How It Works

In an AI Chat

Connect your AI tool to Amalgam, and it can run QuickBooks Desktop reports to answer your questions.

See Amalgam for AI

On a Schedule

Set a routine to fetch data on a schedule and deliver it to your shared drive, inbox, or directly into a document.

See Routines

How to Connect

Enter the path to your company file, then add the file Amalgam gives you to Intuit's Web Connector on the computer that runs QuickBooks. Each account you connect becomes its own connection in Amalgam, and you can add as many as you need.

Read the Connection Guide

Reports26

Pull any of these into a spreadsheet, a chat or a routine, for one QuickBooks Desktop account or every account you connect.

Balance Sheet
QBD Standard Balance Sheet showing assets, liabilities, and equity.
Options: Start Date, End Date
Balance Sheet by Class
QBD Balance Sheet broken down by class/department.
Options: Start Date, End Date
Balance Sheet PY Comp
QBD Balance Sheet with prior year comparison columns.
Options: Start Date, End Date
Balance Sheet Summary
QBD Balance Sheet Summary with condensed account groupings.
Options: Start Date, End Date
Customer Balance Summary
QBD Customer Balance Summary showing outstanding balances per customer.
Options: Start Date, End Date
Expense by Vendor
QBD Expenses by Vendor Summary showing total expenses per vendor.
Options: Start Date, End Date
Income by Customer
QBD Income by Customer Summary showing total income per customer.
Options: Start Date, End Date
Income Tax Summary
QBD Income Tax Summary showing tax-related income and expense categories.
Options: Start Date, End Date
Inventory Stock Status by Item
QBD Inventory Stock Status by Item showing stock levels, reorder points, and on-order quantities.
Options: Start Date, End Date
Inventory Valuation Summary
QBD Inventory Valuation Summary showing on-hand quantities and values per item.
Options: Start Date, End Date
Lot Numbers in Stock by Site
QBD Lot Number in Stock by Site showing inventory lot tracking across locations.
Options: Start Date, End Date
P&L
QBD Standard Profit & Loss showing revenue, expenses, and net income.
Options: Start Date, End Date
P&L by Job
QBD Profit & Loss broken down by job/project.
Options: Start Date, End Date
P&L: By Class
QBD Profit & Loss broken down by class/department.
Options: Start Date, End Date
P&L: PY Comp
QBD Profit & Loss with prior year comparison columns.
Options: Start Date, End Date
P&L: YTD Comp
QBD Profit & Loss with year-to-date comparison columns.
Options: Start Date, End Date
Physical Inventory Worksheet
QBD Physical Inventory Worksheet for inventory count reconciliation.
Options: Start Date, End Date
Purchases by Item Summary
QBD Purchases by Item Summary showing total purchases per item.
Options: Start Date, End Date
Purchases by Vendor Summary
QBD Purchases by Vendor Summary showing total purchases per vendor.
Options: Start Date, End Date
Sales by Customer Summary
QBD Sales by Customer Summary showing total sales per customer.
Options: Start Date, End Date
Sales by Item Summary
QBD Sales by Item Summary showing total sales per product/service item.
Options: Start Date, End Date
Sales by Rep Summary
QBD Sales by Sales Rep Summary showing total sales per sales representative.
Options: Start Date, End Date
Sales Tax Liability
QBD Sales Tax Liability showing collected sales tax by jurisdiction.
Options: Start Date, End Date
Sales Tax Revenue Summary
QBD Sales Tax Revenue Summary showing taxable and non-taxable revenue by tax code.
Options: Start Date, End Date
Trial Balance
QBD Trial Balance listing all accounts with debit and credit balances.
Options: Start Date, End Date
Vendor Balance Summary
QBD Vendor Balance Summary showing outstanding balances per vendor.
Options: Start Date, End Date

Don't See What You Need?

Tell us which QuickBooks Desktop report or record you're missing, and we'll build it for you, usually within a week.

Try It With Your QuickBooks Desktop Data

Book a demo, take a tour of Amalgam, and get a free trial on us to test the different systems and see how the integrations work first hand.

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