QuickBooks Online
QuickBooks Online is Intuit's cloud accounting software for small and mid-sized businesses and the firms that keep their books.
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.
Spreadsheets
AI Chat
Routines
- Category
- Accounting
- Connects By
- Signing In
- Reports
- 37
- Resources
- 24
- Website
- quickbooks.intuit.com
What You Can Do With QuickBooks Online
In a Spreadsheet
Pull data into Excel or Google Sheets, and refresh it whenever you need current numbers. Or upload data from the sheet straight into QuickBooks Online.
See How It WorksIn an AI Chat
Connect your AI tool to Amalgam, and it can run QuickBooks Online reports to answer your questions and create records when you let it.
See Amalgam for AIOn 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 RoutinesHow to Connect
Sign in to QuickBooks Online and approve access. Each account you connect becomes its own connection in Amalgam, and you can add as many as you need.
Reports37
Pull any of these into a spreadsheet, a chat or a routine, for one QuickBooks Online account or every account you connect.
A/P Aging Detail
Accounts Payable Aging Detail showing all outstanding bills with days past due, grouped by vendor.
Options: Report Date, Show Memo/Description
A/P Aging Summary
Accounts Payable Aging Summary showing total outstanding payables per vendor in aging buckets (0-30, 31-60, 61-90, 90+ days).
Options: Report Date, Number of Periods, Days in Period
A/R Aging Detail
Accounts Receivable Aging Detail showing all outstanding invoices with days past due, grouped by customer.
Options: Report Date, Show Memo/Description
A/R Aging Summary
Accounts Receivable Aging Summary showing total outstanding receivables per customer in aging buckets (0-30, 31-60, 61-90, 90+ days).
Options: Report Date, Number of Periods, Days in Period, Collapse subcustomers
Balance Sheet
Balance Sheet showing assets, liabilities, and equity at period end, broken down by monthly periods.
Options: Start Date, End Date, Method, Period, Account, Class, Location, Vendor, Customer, Header Rows, Summary Rows
Balance Sheet: Comparative
Comparative Balance Sheet showing current period vs prior period/year side by side.
Options: Current Period Start, Current Period End, Prior Period Start, Prior Period End, Show Prior Year, Show Prior YTD, Show Current YTD, Method
Budget P&L (Without Actuals)Beta
QuickBooks Online budget-only P&L: one row per P&L account (including accounts with no activity) with that budget's amounts in one column per month, named "Budget <Month Year>", plus "Budget Total". Actual amounts are not returned.
Options: Budget, Class
Cash Flow Statement
Statement of Cash Flows showing operating, investing, and financing activities for a date range, broken down by monthly periods.
Options: Start Date, End Date, Location, Class, Summarize by
Customer Balance Detail
Customer Balance Detail showing all open transactions per customer with balances.
Options: Customer, Custom Field, Custom Field Value, Report Date
Customer Balance Summary
Customer Balances showing outstanding balance per customer.
General Ledger
General Ledger showing every transaction posted to each account, with running balances, for a date range.
Options: Start Date, End Date, Method, Date Macro, Transaction Type (display only), Class, Location, Vendor, Customer, Account, Account (2), Account (3), Account (4), Account Type, Account Type (2), Account Type (3), Account Type (4), Extra Column (1), Extra Column (2), Extra Column (3), Extra Column (4), Extra Column (5), Extra Column (6), Extra Column (7), Header Rows, Summary Rows, Opening Balance
General Ledger: Paginated
Paginated General Ledger breaking the GL into date-range chunks for large datasets.
Options: Start Date, End Date, Page Period, Page Size, Method, Transaction Type (display only), Class, Location, Vendor, Customer, Account, Account (2), Account (3), Account (4), Account Type, Account Type (2), Account Type (3), Account Type (4), Extra Column (1), Extra Column (2), Extra Column (3), Extra Column (4), Extra Column (5), Extra Column (6), Extra Column (7), Header Rows, Summary Rows, Opening Balance
Inventory Valuation DetailBeta
QuickBooks Online Inventory Valuation Detail report for a date range, returned in QuickBooks' own column layout. Defaults to the current calendar year.
Options: Start Date, End Date
Inventory Valuation Summary
QuickBooks Online Inventory Valuation Summary report, one row per inventory item, returned in QuickBooks' own column layout.
Options: Report Date
Invoice List
Invoice line item detail showing all invoices with individual line items, quantities, rates, and amounts.
Item List
QuickBooks Online item list: one row per product or service item with Name, Unit Price, Type, Income Account and Purchase Cost.
Journal Report
Journal Entries showing manual journal entries with debit/credit lines.
Options: Start Date, End Date, Transaction Type
P&L
Profit & Loss (Income Statement) showing revenue, expenses, and net income for a date range, broken down by monthly periods.
Options: Start Date, End Date, Method, Period, Class, Location, Vendor, Customer, Date Macro, Header Rows, Summary Rows
P&L: Budget vs. ActualBeta
P&L Budget vs Actual comparing actual P&L amounts to budget amounts per period.
Options: Budget, Start Date, End Date, Method, Class
P&L: Class Splits
Profit & Loss by Class showing a separate P&L for each class/department, with revenue, expenses, and net income.
Options: Start Date, End Date, Method, Exclude Zeroes
P&L: Comparative
Comparative Profit & Loss showing current period vs prior period/year side by side.
Options: Current Period Start, Current Period End, Prior Period Start, Prior Period End, Show Prior Year, Show Prior YTD, Show Current YTD, Method
P&L: Customer Splits
Profit & Loss by Customer showing a separate P&L for each customer, with revenue, expenses, and net income.
Options: Start Date, End Date, Method, Exclude Zeros
P&L: Detail
Profit & Loss Detail showing transaction-level detail behind each P&L account.
Options: Start Date, End Date, Class, Vendor, Customer, Display customer, Display vendor
Sales by Customer
Sales by Customer showing total sales aggregated by customer.
Options: Start Date, End Date, Columns, Method, Collapse subcustomers
Sales by Customer DetailBeta
QuickBooks Online sales by customer detail, built from invoices, credit memos, sales receipts and refund receipts: one row per sales line with Date, Type, Num, Product/Service full name, Description, Quantity, Sales Price, Amount and a running Balance. Defaults to the current calendar year.
Options: Start Date, End Date
Sales By Month
QuickBooks Online Sales by Product/Service report (ItemSales) with one column group per month for a date range. Defaults to the current calendar year.
Options: Start Date, End Date
Time Activity
QuickBooks Online time activity list: one row per time entry with Txn Date, Customer/Project, Employee or Vendor, Service, Billable Status, rates, Total Time(hrs), Billable Amount and Total Cost.
Options: Start Date, End Date
Transaction List
Transaction List showing all transactions for a date range with account details and split information.
Options: Start Date, End Date, Transaction Type
Transaction List by Customer
Transaction List by Customer showing all transactions grouped by customer.
Options: Start Date, End Date
Transaction List by Vendor
Transaction List by Vendor showing all transactions grouped by vendor.
Options: Start Date, End Date, Extra Column (1), Extra Column (2), Extra Column (3), Extra Column (4), Extra Column (5)
Transaction List with Splits
Transaction List with Splits showing line-level split detail for each transaction.
Options: Start Date, End Date, Customer or Vendor, Account Type (1), Account Type (2), Account Type (3), Account Type (4), Account Type (5), Extra Column (1), Extra Column (2), Extra Column (3), Extra Column (4), Extra Column (5), Skip Empty Rows, Show Account on Every Row
Transaction List: Paginated
Paginated Transaction List with Splits, paginated by date range chunks.
Options: Start Date, End Date, Page Period, Page Size
Trial Balance
Trial Balance listing all accounts with their debit and credit balances for a date range.
Options: Start Date, End Date, Method, Date Macro, Period
Trial Balance: Comparative
Comparative Trial Balance showing debit/credit totals across multiple periods.
Options: Current Period Start, Current Period End, Prior Period Start, Prior Period End, Method
Trial Balance: ZeroBeta
QuickBooks Online Trial Balance that lists every active account, including accounts with a zero balance, with Account, Debit and Credit columns and a final TOTAL row. Defaults to the current calendar year on the accrual basis.
Options: Start Date, End Date, Hide Zero Accounts, Method
Vendor Balance Detail
Vendor Balance Detail showing all open transactions per vendor with balances.
Options: Report Date
Vendor Balance Summary
Vendor Balances showing outstanding balance per vendor.
Resources24
Records you can read from QuickBooks Online and write back to it, one at a time or in bulk.
| Resource | What It Does | Download | Upload | Delete |
|---|---|---|---|---|
| Accounts Guide Chart of Accounts: all GL accounts (assets, liabilities, income, expenses, equity, COGS). | Chart of Accounts: all GL accounts (assets, liabilities, income, expenses, equity, COGS).Fields: Code, Parent, Name, Type, Balance, Balance with Subaccounts +1 more | |||
| Bank Upload QuickBooks Online bank transaction loader, one row per transaction line with bank account, date, amount, description, category account and vendor. | QuickBooks Online bank transaction loader, one row per transaction line with bank account, date, amount, description, category account and vendor.Fields: Bank Account, Account Type, Date, Amount, Description, Category Account +2 more | |||
| Bills Guide Vendor bills: invoices received from vendors for goods/services purchased. | Vendor bills: invoices received from vendors for goods/services purchased.Fields: Date, Due Date, Bill #, Vendor, Account, Amount +4 more | |||
| Bills: PaymentsBeta QuickBooks payments made to vendors against bills, by check or credit card. | QuickBooks payments made to vendors against bills, by check or credit card.Fields: Date, Vendor, Number, Account, Memo, Total Amount +4 more | |||
| Bills: RecurringBeta Recurring bill templates: auto-generated vendor bills on a schedule. | Recurring bill templates: auto-generated vendor bills on a schedule.Fields: Template Name, Recurring Type, Interval Type, Num Interval, Start Date, Date +5 more | |||
| Budget Adjustments QuickBooks budgets: planned amounts per account per period (usually monthly) for a fiscal year. | QuickBooks budgets: planned amounts per account per period (usually monthly) for a fiscal year.Fields: Name, Start Date, End Date, Active, Budget Type, Budget Entry Type +16 more | |||
| Card Payments QuickBooks Online credit card payments, one row per payment, with the date, amount, the bank account the money came from and the card account paid down. | QuickBooks Online credit card payments, one row per payment, with the date, amount, the bank account the money came from and the card account paid down.Fields: Date, Amount, Bank Account, Card Account | |||
| Credit MemoBeta QuickBooks credit memos: credits issued to a customer for returns, refunds or billing corrections. | QuickBooks credit memos: credits issued to a customer for returns, refunds or billing corrections.Fields: Date, Credit Memo #, Customer, Service Date, Item/Service, Description +5 more | |||
| Customers Guide Customer records: companies or individuals you sell to. | Customer records: companies or individuals you sell to.Fields: Customers, Parent, First Name, Last Name, Job, Project +2 more | |||
| Deposits Bank deposits: records money deposited into a bank account from one or more sources. | Bank deposits: records money deposited into a bank account from one or more sources.Fields: Date, Bank Account, Amount, Deposit Account, Description, Received From +1 more | |||
| Expenses Guide Expenses and purchases: money spent via check, credit card, or cash. | Expenses and purchases: money spent via check, credit card, or cash.Fields: Date, Type, Bank Account, Expense #, Amount, Description +3 more | |||
| Inventory Adjustments QuickBooks Online inventory adjustments, one row per item line, with the date, memo, adjustment account, item and quantity difference. | QuickBooks Online inventory adjustments, one row per item line, with the date, memo, adjustment account, item and quantity difference.Fields: Date, Memo, Adj Account, Qty Diff, Item | |||
| Invoices Guide Sales invoices: bills sent to customers for goods/services. | Sales invoices: bills sent to customers for goods/services.Fields: Date, Due Date, Invoice #, Customer, Email, Item/Service +4 more | |||
| Invoices: PaymentsBeta QuickBooks customer payments received against invoices. | QuickBooks customer payments received against invoices.Fields: Date, Customer, Number, Payment Method, Deposit To Account, Memo +5 more | |||
| Invoices: RecurringBeta Recurring invoice templates: auto-generated invoices on a schedule. | Recurring invoice templates: auto-generated invoices on a schedule.Fields: Template Name, Recurring Type, Interval Type, Num Interval, Start Date, Date +7 more | |||
| Journal Entries Guide Journal entries: manual debit/credit adjustments to the general ledger. | Journal entries: manual debit/credit adjustments to the general ledger.Fields: Date, Journal #, Debit, Credit, Account, Description +5 more | |||
| Journal Entries (Legacy) Guide Journal entries: manual debit/credit adjustments to the general ledger. | Journal entries: manual debit/credit adjustments to the general ledger.Fields: Date, Credit, Debit, Account, Description, Currency | |||
| Journal Entries: RecurringBeta Recurring journal entry templates: auto-generated JEs on a schedule. | Recurring journal entry templates: auto-generated JEs on a schedule.Fields: Template Name, Recurring Type, Interval Type, Num Interval, Start Date, Date +4 more | |||
| Products & Services Products and services catalog: items that appear on invoices, bills, purchase orders, and sales receipts. | Products and services catalog: items that appear on invoices, bills, purchase orders, and sales receipts.Fields: Name, Parent, Description, Type, Unit Price, Purchase Cost +5 more | |||
| Purchase Orders Guide Purchase orders to vendors: tracks ordered items/services before goods are received and billed. | Purchase orders to vendors: tracks ordered items/services before goods are received and billed.Fields: Date, Due Date, Doc Number, Vendor, AP Account, Item +4 more | |||
| Sales Receipts Cash sales receipts: records immediate sales where payment is collected at point of sale. | Cash sales receipts: records immediate sales where payment is collected at point of sale.Fields: Date, Deposit to Account, Customer, Item, Description, Unit Price +3 more | |||
| Transaction Reclassifier QuickBooks Online existing transactions, one row per transaction line, across bills, bill payments, credit memos, deposits, expenses, invoices, journal entries, payments, refunds, sales receipts and vendor credits, with type, date, number, amount, description, account, item, customer, vendor, class and location. | QuickBooks Online existing transactions, one row per transaction line, across bills, bill payments, credit memos, deposits, expenses, invoices, journal entries, payments, refunds, sales receipts and vendor credits, with type, date, number, amount, description, account, item, customer, vendor, class and location.Fields: Type, Date, Number, Amount, Description, Account +5 more | |||
| Vendor CreditBeta QuickBooks vendor credits: credits received from a vendor for returns, refunds or billing corrections. | QuickBooks vendor credits: credits received from a vendor for returns, refunds or billing corrections.Fields: Date, Vendor Credit #, Vendor, Account, Amount, Description +1 more | |||
| Vendors Guide Vendor/supplier records: companies or individuals you buy from. | Vendor/supplier records: companies or individuals you buy from.Fields: Vendors, First Name, Last Name, Email, Active, Balance +3 more |
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