QuickBooks Online OAuth + Reports — internal tool
Creates an Excel workbook with two tabs: Balance Sheet + Profit & Loss, comparing the selected year to the previous year.
This client's book of record is a QuickBooks Desktop export, so it can only be read on the dates an export exists for.
The Profit & Loss shows the export month and the year to date, each against the same period last year.
Choose Annual / Year-end for a year-end close. Year-end runs additionally apply the end-of-year P&L checks (payroll vs W-2/W-3 & 941, contractors vs 1099-NEC). Monthly and quarterly runs skip those.
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