Connect QuickBooks Online to Equals (a spreadsheet tool that pulls live financial data) so your monthly revenue report updates automatically. You open the report and the numbers are already there — no copy-pasting from QuickBooks.
Connect your QuickBooks Online account to Equals using its native QuickBooks integration
Pull in your income, expense, and invoice data into an Equals spreadsheet
Build a monthly revenue summary table broken down by service category or provider
Set Equals to refresh the data automatically every day
Share the live report link with your office manager or accountant so they always see current numbers
Create a free account to get the steps written out for your tools, click by click.
Create a free accountSkip the manual work on financial reporting and always have an up-to-date revenue view ready for your next business review.
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Run this in your main platform instead? Check how it connects first: its API, native apps, Zapier or Make, and the plan each one needs.
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