Custom reports in QuickBooks Online data
, structured exactly how you want. No more one-size-fits-all layouts. Our custom reports guide shows examples.
Product
QuickBooks Reporting Without the Limits
QuickBooks runs your books brilliantly. However, its reporting has a ceiling, and most growing teams hit it. Layouts are rigid. Consolidation is painful. Board packs need hours in Excel afterward. Reportly removes that ceiling. It connects to QuickBooks Online and turns your data into custom reports, live dashboards, and board-ready packs. This page shows exactly what that unlocks.
- Built for QuickBooks
- Early access
- Made by finance people
01
Why QuickBooks reporting hits a ceiling
QuickBooks reports cover the basics well. You get a P&L, a balance sheet, and standard summaries. Nevertheless, three limits show up as you grow.
First, customization is shallow. You can filter, yet you can't truly redesign a report. Second, multi-entity consolidation barely exists. Third, there's no real dashboarding. Consequently, most teams export to Excel and rebuild everything by hand. Intuit's own reports documentation shows what's included, and what isn't.
02
What Reportly adds on top of QuickBooks
Reportly reads your live QuickBooks data and rebuilds reporting around it. Specifically, you get:
Live dashboards.
KPIs, margins, and cash, updated automatically from your books.
Board and investor packs.
Presentation-ready reporting, generated instead of assembled.
Consolidated views.
Combine entities or locations into one clean picture.
A better P&L.
Compare periods, departments, and budgets in one view. See our QuickBooks profit and loss guide for the manual method first.
Additionally, everything refreshes on its own. Your reports never go stale.
03
How does QuickBooks advanced reporting work in Reportly?
Reportly connects to QuickBooks Online through a secure integration. It syncs your accounts, classes, and transactions automatically. Then it builds reports and dashboards on top of that live data. Therefore, you get advanced reporting without exports, formulas, or version chaos.
Setup takes three steps:
Connect QuickBooks Online.
Authorize the secure connection in a few clicks.
Pick your reports.
Choose statements, dashboards, and packs, then customize freely.
Everything stays current.
Reports refresh as your books change.
04
Who is this for?
This page is for QuickBooks users who have outgrown native reports. Typically, that means businesses with 10–200 staff, a board or investors, and one stretched finance person. If you export to Excel every month just to make reports presentable, Reportly replaces that entire routine. Furthermore, it grows with you into full financial reporting, management reporting, and budgeting and forecasting.
05
Common QuickBooks reporting limitations, solved
Let's get specific. Here are the complaints we hear most, and what changes:
"I can't compare periods the way I want."
Reportly builds multi-period, multi-department comparisons in one view.
"Consolidating two entities takes me a full day."
Consolidated views combine entities automatically, with eliminations handled once.
"My board wants charts, not ledgers."
Packs export presentation-ready, with your branding applied.
"Class and location reporting gets messy."
Reportly maps classes and locations to clean departmental views.
"I rebuild the same Excel file every month."
The reports rebuild themselves. Consequently, your monthly export ritual ends.
06
Is the QuickBooks connection secure?
Yes, and this deserves a straight answer. Reportly connects through Intuit's authorized integration framework. Your credentials never pass through Reportly's servers. Additionally, all data is encrypted in transit and at rest. You can disconnect the integration at any time, instantly.
Pricing
Reportly is in early access. Join the waitlist for early-access pricing.
$39/mo
For founders getting their first reports in place.
$99/mo
For growing finance teams that report monthly.
Custom
For multi-entity and advanced reporting needs.
Illustrative pricing — final tiers confirmed at launch.
FAQ
QuickBooks reporting FAQ
Advanced reporting means custom layouts, dashboards, and consolidated views beyond QuickBooks' built-in reports. Reportly provides this by connecting directly to your QuickBooks Online data.
No. QuickBooks stays your accounting system. Reportly sits on top and upgrades the reporting layer.
Yes. Reportly turns your QuickBooks data into fully custom reports and dashboards. Meanwhile, everything updates automatically.
Yes. Reportly uses a secure, authorized integration and encrypts your data in transit and at rest.
The bottom line
You shouldn't need Excel gymnastics to report on QuickBooks data. Reportly gives you QuickBooks reporting without the limits: custom reports, live dashboards, and board packs, all automatic. Join the waitlist and retire the monthly export ritual.
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