QuickBooks users need more than basic reporting features. Third-party reporting solutions add advanced capabilities, automation, and analytics that help businesses analyze their financial data and make faster decisions.
Letβs explore a few of the top QuickBooks reporting tools in more detail!
QuickBooks Reporting Tools Feature Comparison
Feature | Coefficient | Domo | Tableau | Fathom | Spreadsheet Sync |
Row Limits | 5,000 (Free)Unlimited (Paid) | 10M+ | Unlimited | 100K (Starter)500K (Enterprise) | 1,000 |
Data Refresh | Real-time (Pro) Daily (Starter) | 15 min | Daily | Daily | Hourly |
Cost (Basic) | $49/mo | $83/user/mo | $75/user/mo | $14/mo | Included with QB Advanced |
Viewer License | Free | $30/mo | $15/mo | N/A | N/A |
Data Sources | 50+ | 1000+ | 200+ | QuickBooks only | QuickBooks only |
AI Features | Yes | Yes | Limited | No | No |
Alerts | Yes | Yes | Yes | Limited | Basic |
Security | SOC 2 | SOC 2 HIPAA* | SOC 2 | SOC 2 | Basic |
* HIPAA compliance available with Business Critical plan only
1. Coefficient – Real-time QuickBooks Reporting
Coefficient connects QuickBooks directly to Google Sheets and Excel, enabling real-time data syncing and automated report creation. Users can build custom reports, set up automated refreshes, and share live dashboards with stakeholders.
Key Features
- Two-way sync between QuickBooks and spreadsheets
- Real-time data updates
- Custom report automation
- Multi-source data blending
Pros
- Live data sync: Your spreadsheets always show current QuickBooks data
- Familiar interface: Build reports in Google Sheets and Excel
- No-code reporting: Create reports without technical skills
Cons
- Requires Google Sheets or Excel
- Learning curve for advanced features
- Limited visualization options compared to BI tools
Pricing (As of October 2024)
- Free Plan: 3 data sources, 5,000 row imports, 50 manual refreshes/month
- Starter Plan: $49/month – 3 data sources, 500 refreshes/month, daily updates
- Pro Plan: $99/user/month – 6 data sources, unlimited imports, hourly updates
- Enterprise: Custom pricing for large organizations
Support
- Free/Starter: Email support and help center access
- Pro: Priority email and chat support
- Enterprise: Dedicated support manager and custom support agreements
2. Domo – Enterprise Analytics Platform
Domo combines business intelligence with collaboration features, making it suitable for large teams that need to share and analyze QuickBooks data across departments.
Key Features
- Advanced data visualization options
- Built-in AI analytics
- Mobile-first design
- Custom app development options
Pros
- Extensive data source connections
- Strong mobile experience
- Rich visualization library
- Enterprise-grade security
Cons
- Higher price point
- Complex setup process
- Requires technical expertise
- Minimum contract commitments
Pricing (As of October 2024)
- Standard: Starts at $83/user/month (5-user minimum)
- Enterprise: Custom pricing
- Business Critical: Custom pricing with advanced security
Support
- Standard: Customer portal and business hours support
- Premium: 24/7 support with dedicated team (Enterprise/Business Critical)
- Technical consultation available for complex implementations
3. Tableau – Advanced Data Visualization
Tableau specializes in creating visual representations of data. It’s popular among data analysts and businesses that need to create detailed, interactive dashboards from their QuickBooks and other financial data.
Key Features
- Drag-and-drop interface
- Advanced calculations
- Interactive dashboards
- Statistical analysis tools
Pros
- Powerful visualization capabilities
- Extensive customization options
- Strong community support
- Regular feature updates
Cons
- Significant learning curve
- Higher cost structure
- Complex for basic users
- Resource-intensive
Pricing (As of October 2024)
- Creator: $75/user/month (annual billing)
- Explorer: $42/user/month (annual billing)
- Viewer: $15/user/month (annual billing)
- Enterprise: Custom pricing
Support
- Standard: Online resources and email support
- Premium: 24/7 technical support (Enterprise plans)
- Advanced Management: Enhanced security and deployment options
4. Fathom – Financial Analysis Focus
Fathom focuses specifically on financial analysis and reporting, making it a good fit for accountants and financial teams who need to create standardized reports from QuickBooks data.
Key Features
- Financial KPI tracking
- Automated reporting
- Benchmark comparisons
- Cash flow analysis
Pros
- QuickBooks-specific features
- Easy financial analysis
- Clear reporting templates
- Quick setup process
Cons
- Limited to QuickBooks data
- Basic visualization options
- Row limits on lower tiers
- Restricted customization
Pricing (As of October 2024)
- Starter: $14/month – Up to 100,000 data points
- Business: $24/month – Up to 200,000 data points
- Enterprise: $44/month – Up to 500,000 data points
- Custom: Available for larger requirements
Support
- All Plans: Email support and online resources
- Enterprise: Priority support with faster response times
- Custom onboarding available for larger clients
5. Spreadsheet Sync – Basic Integration
Spreadsheet Sync is QuickBooks’ native Excel integration tool, included with QuickBooks Online Advanced subscriptions. It’s best suited for basic data export needs.
Key Features
- Basic data sync
- Scheduled updates
- Template library
- Excel compatibility
Pros
- Low cost option
- Simple interface
- Quick setup
- Basic templates included
Cons
- Limited row capacity
- Basic security features
- Hourly refresh only
- No real-time updates
Pricing (As of October 2024)
- Included with QuickBooks Online Advanced subscription
- No additional cost for existing Advanced subscribers
Support
- Dedicated support team available Monday-Friday, 6 AM-6 PM PT
- Access through QuickBooks Online help center
- Standard QuickBooks support channels
Make Better QuickBooks Reports Today
QuickBooks reporting tools enhance your financial analysis and decision-making. Each solution offers unique advantages, but Coefficient stands out for its real-time syncing and spreadsheet integration. Start building better reports today by trying Coefficient’s free plan. [Link to https://coefficient.io/get-started]
Further Reading
- Export QuickBooks Data to Google Sheets
- QuickBooks to Excel Integration
- QuickBooks Integrations for Google Sheets
- QuickBooks Integrations for Excel
Frequently Asked Questions
What reporting software works with QuickBooks?
While several tools work with QuickBooks, Coefficient offers direct integration with both Google Sheets and Excel, providing real-time data syncing and automated reporting capabilities.
Does QuickBooks have built-in reporting?
Yes, QuickBooks includes basic reporting features. However, tools like Coefficient extend these capabilities with real-time updates, custom visualizations, and automated distribution.
What is the most useful QuickBooks report?
The Profit & Loss statement is essential, but Coefficient allows you to customize and combine multiple reports for comprehensive business analysis.
What is QuickBooks Smart reporting?
QuickBooks Smart reporting provides basic analytics. Coefficient enhances these features with real-time data syncing and automated report distribution.