SOC 2 · HIPAA · Secure QuickBooks connection

QuickBooks Spreadsheet Built for Real Insights

Connect QuickBooks and instantly turn your accounting data into dashboards, reports, and insights your team can actually use. Ask in plain English, generate SQL automatically, and move from data to deliverable without switching tools.

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UBSMSCME

Used by finance, operations, and executive teams at firms like UBS, Morgan Stanley, CME Group, and more.

Prompt suggestions

See Quadratic in action

Tap a prompt to see the kind of output you can generate from QuickBooks data.

1/4

Prompt

Create a monthly revenue, expenses, and net income chart.

Monthly revenue, expenses & net income

RevenueExpensesNet

AI insight: Revenue up 18% QoQ with expenses flat — net income nearly tripled.

Automate your monthly QuickBooks reports

Bring your QuickBooks data into a familiar spreadsheet to analyze revenue, expenses, and cash flow, automate reporting, and combine financial data with other sources. Build dashboards and share them with your team — no BI setup required.

Without Quadratic

Manual steps, every single month

Export data
Clean & reformat
Build charts
Answer questions
Email results
Repeat next month

With Quadratic

4 steps, reuse the same file every month

1
Connect QuickBooks once
Live data, no exports
2
Ask questions in plain English
AI builds the analysis
3
Share dashboards
Browser link, always up to date
4
Refresh for new insights
Same file, new period

Hours saved every reporting cycle

Explore every type of QuickBooks data

From expense transactions to cash flow summaries — all your QuickBooks data, queryable and chartable in one spreadsheet.

Expense transactions

Pull vendor expenses, categorize spend, and track trends across departments and time periods — all from QuickBooks data in your spreadsheet.

#	Date	Vendor	Category	Amount	Class	Method
1	2026-03-28	Harbor Freight Co.	Materials	$6,120	COGS	ACH
2	2026-03-25	Northwind LLC	Services	$4,200	Operations	Check
3	2026-03-22	Riverstone IT	Software	$3,450	IT	Credit Card
4	2026-03-18	Summit Office	Supplies	$2,840	Admin	ACH
5	2026-03-15	Atlas Courier	Shipping	$1,890	Shipping	ACH
6	2026-03-12	Pinnacle Telecom	Phone/Internet	$1,240	IT	Auto-Pay
7	2026-03-08	Greenfield Janitorial	Facilities	$980	Admin	Check
8	2026-03-05	DataSync Cloud	SaaS	$2,100	IT	Credit Card

8 rows · 6 columns · QuickBooksPowered by Quadratic AI

Start with the data you already have

Keep your workflow the same. Pick the path that matches how you work today.

Connect QuickBooks directly

Pull real-time QuickBooks data into Quadratic to work with invoices, bills, payments, customers, vendors, and more — without downloading files.

Upload Excel files

Drop in .xlsx or .csv exports from QuickBooks. Use them for historical periods, one-off analysis, or anything you already track in spreadsheets.

Import PDFs and images

Add statements, receipts, and scanned pages when the numbers live in documents. Pull them into the same sheet as the rest of your data.

Use cases

QuickBooks + Quadratic works for every type of team.

Finance Teams

Track revenue, expenses, and cash flow in dashboards that update automatically.
Monitor accounts receivable and payable with clear, real-time visibility.

Operations Teams

Understand where money is being spent and identify cost-saving opportunities.
Build reports that combine financial and operational data in one place.

Founders & Executives

Get a real-time view of business performance across revenue, expenses, and cash.
Build simple dashboards to track key financial metrics without relying on analysts.

Agencies & Bookkeepers

Manage multiple client accounts with reusable reporting templates.
Deliver clean, consistent reports without manual exports from QuickBooks.

Get started building better reports today.

Start for free

Generate reports automatically

Automate finance and operations reporting. Quadratic turns your QuickBooks data into clear summaries and charts that update instantly — no more manual exports or repetitive work.

Explore your accounting data naturally

Instead of exporting CSVs, use a live QuickBooks spreadsheet sync to explore invoices, bills, payments, customers, and vendors in one place.

Build dashboards with AI

Quadratic's AI can instantly build dashboards for revenue, expenses, receivables, and payables. Just describe what you want — and watch it generate charts and reports automatically.

How to analyze QuickBooks data in a spreadsheet

Go from raw data to real insights in three steps — no plugins, no exports, no reformatting.

Ask AI for the analysis you need

Type a plain English request. Quadratic's AI figures out what data to pull, writes the SQL or Python, and runs it for you.

AI Prompt

Show my top 5 vendors by March spend and chart it

Build an A/R aging summary by customer with 30/60/90 buckets

Compare revenue vs expenses by month for Q1 and highlight net income

	A	B	C	D
1	Vendor	Category	Amount	Class
2	Harbor Freight Co.	Materials	$6,120	COGS
3	Northwind LLC	Services	$4,200	Ops
4	Riverstone IT	Software	$3,450	IT
5	Summit Office	Supplies	$2,840	Admin
6	Atlas Courier	Shipping	$1,890	Ship

Data arrives in your spreadsheet

Results populate directly into your grid — structured, labeled, and ready to work with. No formatting, no copy-pasting, no CSVs.

Analyze and visualize

Use formulas, Python, or AI to build charts, summaries, and dashboards. Share in the browser or export — the workflow is reusable next month.

Revenue Net Income

Combine QuickBooks with code

Go beyond standard reports. Use Python, SQL, and JavaScript alongside your QuickBooks data to build custom financial models, forecasts, and advanced analyses.

SQL

Categorize expenses

Group vendor transactions by category, class, or time period to build expense summaries.

SELECT category,
  SUM(amount) AS total,
  COUNT(*) AS txn_count
FROM expenses
WHERE period = '2026-03'
GROUP BY category
ORDER BY total DESC;

PYTHON

Calculate aging buckets

Compute 30/60/90-day aging from invoice data and flag overdue accounts.

today = pd.Timestamp.now()
df["days_out"] = (today - df["due_date"]).dt.days
df["bucket"] = pd.cut(
    df["days_out"],
    bins=[-999, 0, 30, 60, 90, 9999],
    labels=["Current","1-30","31-60","61-90","90+"]
)

PYTHON

Build a P&L summary

Aggregate transactions into a clean profit and loss view with margins.

pnl = df.groupby(["month","type"])["amount"].sum()
pnl = pnl.unstack(fill_value=0)
pnl["net_income"] = pnl["Revenue"] - pnl["Expense"]
pnl["margin"] = pnl["net_income"] / pnl["Revenue"]

AI-powered financial analysis

Quadratic acts like an AI assistant for your QuickBooks data. Ask questions like “Which customers have the highest outstanding balances?” or “How did expenses change month over month?” and get instant answers with charts and summaries.

Secure enterprise connections

Quadratic connects securely to QuickBooks. We're SOC 2 and HIPAA compliant, and support self-hosting for enterprises that need full control over their data.

Built for spreadsheet-based financial work

Quadratic feels familiar because it is a spreadsheet, but it does much more than a traditional grid. Use AI, SQL, Python, and charts in one place, keep logic visible, and ship work your team can trust.

AI from plain English

Generate reports and charts without clicking through menus.

SQL, Python, and formulas

Use the right tool for the job, in one file.

Logic you can see and edit

Nothing locked in a black box. Review and change what runs.

Share in the browser

Dashboards and analysis your team can open without emailing versions.

Repeatable workflows

Reuse the same structure for recurring reporting.

One place for inputs and outputs

Keep source data, logic, charts, and answers together in the same file.

Common QuickBooks workflows in Quadratic

Tasks teams already run from QuickBooks or uploaded files, now faster in one sheet.

Revenue and expense reporting
Cash flow analysis
Accounts receivable tracking
Accounts payable tracking
Outstanding invoice reviews
Vendor spend analysis
Team-ready summary dashboards
Custom reports from QuickBooks or uploaded Excel files

Where the data lives vs. where you finish the story

QuickBooks is where the data lives. Quadratic is where you analyze it, explain it, and turn it into reports people can actually use. Whether you connect QuickBooks directly, upload Excel files, or import PDFs and images, Quadratic helps you spend less time wrangling files and more time delivering answers.

Secure QuickBooks connection

SOC 2 and HIPAA compliant

Self-hosting for enterprises

View trust center

Frequently asked questions

Why use Quadratic for QuickBooks data analysis?+

Quadratic makes it easy to analyze financial data in a spreadsheet interface — no exports, no BI tools, just insights. Connect QuickBooks live, layer AI and SQL on top, and keep recurring reports in one place instead of rebuilding workbooks every month.

How do I connect QuickBooks to Quadratic?+

From your Quadratic workspace, go to Connections, choose QuickBooks, and authenticate your account. Your data will be available instantly. You can also start by uploading Excel files, CSVs, or importing PDFs and images.

Can I build dashboards with QuickBooks data?+

Yes — you can create dashboards for revenue, expenses, cash flow, receivables, and more, all of which can update automatically.

What kinds of reports can I create?+

Revenue and expense views, cash flow summaries, A/R and A/P aging, vendor spend, unpaid invoices, and custom layouts. Build tables and charts in the grid, or let AI draft a first pass you refine.

How is this different from Google Sheets and traditional reporting tools?+

Sheets and traditional tools require exports and setup. Quadratic connects directly to QuickBooks so you can analyze, visualize, and refresh data in one place — plus AI to query it, Python to analyze it, and charts to visualize it.

Is my QuickBooks data secure?+

Yes. QuickBooks connects over a secure integration. Quadratic is SOC 2 and HIPAA compliant, and enterprise teams can self-host when they need full control.