Powerful ReportsQuickBooks Can't Generate
WIP schedules, AP aging by project, unbilled costs, 1099 summaries, and more. Get the job costing and project reports your business needs—exported to CSV, Excel, or print-ready PDF.
This will connect your Intuit account and your QuickBooks company.
Reports built for job costing and project tracking
Each report is designed to fill gaps in QuickBooks Online's native reporting, giving you the insights you need to manage projects profitably.
Job WIP Summary
Work-in-Progress schedule with percentage complete, earned revenue, and over/under billing. ASC 606 compliant with red flag detection.
AP Aging by Project
See outstanding bills grouped by job or project. Standard aging buckets (Current, 1-30, 31-60, 61-90, 90+) with drill-down detail.
Unbilled Costs by Project
Track billable time and expenses that haven't been invoiced yet. Never leave money on the table.
Committed Costs
Open purchase orders and pending bills by project. Know your true cost exposure before it hits the books.
1099 Vendor Summary
Year-end 1099 preparation with vendor TIN validation, payment totals, and threshold flagging.
Voided & Deleted Transactions
Audit trail of voided and deleted transactions. Essential for internal controls and fraud prevention.
Transaction List by Account
Detailed GL transactions with running balance. Customer and project in separate columns—perfect for pivot tables.
Unapplied Debit Aging
Track vendor credits and unapplied payments. Identify credits that should be applied or refunded.
More Reports
AR Aging by Project, Job Profitability, Budget vs Actual, and more on the roadmap.
Built for accuracy and efficiency
Every feature designed to save time and ensure your reports are reliable and audit-ready.
Secure QBO Connection
OAuth 2.0 integration. Your QuickBooks credentials never touch our servers.
Cash or Accrual Basis
Toggle between accounting methods. Set your default and override per report.
Multiple Export Formats
CSV, Excel, and print-ready layouts. Flat exports for pivot tables.
Date Presets
This Month, Last Quarter, Year to Date, and more. Save time on recurring reports.
Favorite Reports
Star your most-used reports for quick access from the dashboard.
Audit Trail
Full logging of report generation and exports. SOC 2 ready.
Ready to get better reports?
Connect your QuickBooks Online account and generate your first report in minutes. No credit card required.
This will connect your Intuit account and your QuickBooks company.