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Sales by Customer Detail

Import your Sales by Customer Detail and see all your customers in one place

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Get up and running in less than 1 minute!

1. Connect to QuickBooks

The integration takes less than 1 minute. Your data is handled with state-of-the-art security.

Transfer data

2. Import your Sales by Customer Detail

Get an overview of all your customers in one place and see their transactions

3. Automate & Refresh

Control and manage all your reports in one place. New updates to your data? Just hit Refresh!

Popular QuickBooks & Google Sheets Automation Workflows

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Get a real-time overview of how much you are making from each of your customers.

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Get an overview of your Income, Expenses, and Net Income per customer.

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Get a detailed overview of what you are owed with the Accounts Receivables report

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Get an instant overview of your own, or your clients', accounts payables.

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Profit & Loss Detail
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Get a detailed overview of your financials with the Profit & Loss Detail report.

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Trial Balance
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Get an overview of your Trial Balance, refresh and see it update in real-time.

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Cash Flow
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Get an overview of your cash flow and how to optimize your cash.

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Get a live view of your sales by product or service, avg. price and gross margin.

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Get a realtime overview of your invoices and received payments

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Get a live overview of your Check Detail report from QuickBooks

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View of all your Invoices in realtime and see who owes you money

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Get a live overview of your unbilled charges and manage your finances live

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Get a live overview of your unbilled time so you can get paid

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View your unpaid bills in realtime and see where you own money

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