Report Flow

Say goodbye to CSV exports. Sync live data from multiple QuickBooks entities into a single spreadsheet while keeping your custom rows and formulas intact.

One-Click Refresh

Pull your live QuickBooks data directly into Excel with a single click. No more manual CSV exports. Your spreadsheet stays perfectly in sync with your general ledger.

Customizable Reports

Make changes, insert custom rows and columns, or add formulas in Excel. When you refresh with the latest QBO data, your modifications stay exactly where you left them. Build your report once, and refresh forever.

Multi-Company Support

Easily toggle between QuickBooks companies to generate individual reporting packages or consolidated reports. Assign users access to only the companies they need to see.

Please note: Report Flow is a paid service. After installing the add-in, you will be prompted to sign up for an account and activate a paid subscription before you can use Report Flow.