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Connections · finance

QuickBooks

P&L, balance sheet, and expense reports.

Pull profit and loss statements, cash flow, balance sheets, expense breakdowns.

OAuth · Read-only · Syncs automatically

Report templates that use QuickBooks

Board Meeting Metrics Pack

All the numbers your board needs, pre-assembled.

P&L Report

Revenue, COGS, gross margin, and EBITDA.

Burn Rate & Runway Report

How much cash you have and for how long.

How to connect QuickBooks to Donum

  1. 1. Create a Donum account (free, 2 minutes).
  2. 2. Go to Connections and search “QuickBooks”.
  3. 3. Click Connect and follow the OAuth flow.
  4. 4. Choose a template that uses QuickBooks.
  5. 5. Set your schedule — Donum takes care of the rest.