Product Matter · QuickBooks Online
Your QuickBooks numbers,
reported automatically.
Custom Reporter is a secure, read-only integration that turns QuickBooks Online into the reports you actually run your business on — cash flow status and true per-job profitability — without the weekly copy-and-paste.
What it does
Two reports, pulled straight from the source.
Cash Flow Status
Receivables and payables with aging, bank balances, and sales tax payable — refreshed on demand, no manual transcription.
Project Profitability
Accepted estimates matched against costs from bills by project, rolled up to real profit dollars and gross-margin percentage per job.
Read-only, always
Custom Reporter only ever reads from QuickBooks. It never creates, edits, or deletes anything in your books.
Security
Built to touch your books as little as possible.
- Connects through Intuit's official OAuth 2.0 — your QuickBooks login is never shared with us.
- Requests read-only Accounting access. No write permissions are used.
- Access can be revoked anytime from within QuickBooks; tokens are deleted on disconnect.
- Financial data is used only to generate your reports — never sold or shared.