CTAAS

QuickBooks Connection

Authorize this tool to access your QuickBooks Online data.

Connect to QuickBooks

Query

Select a company and pull Balance Sheet data into the active sheet.

— Select a company —

Vendor Mapping

Get splits and vendors from QBO, then classify them for reporting.

AR / AP Aging

Pull Accounts Receivable and Accounts Payable aging into Excel.

Default Classifications

Available to all companies.

Per-Company Classifications

Custom additions for a specific company.

— Select a company —

User Management

Add or remove users and manage admin permissions.