We’re wanting to be able to pull in data from QuickBooks Online into Notion and would love to be able to run a profit&loss statement, pull the data into Notion for ___ number of companies so that the CEO of multiple companies could see each company’s status as either red, yellow or green depending on financial data.
We’ve tried searching the templates for a P&L template, but haven’t been able to find one.
Hi @Casey_Talbert,
This was a small bump I came across for an integration I was working on for one of our customers. “Get P&L” is not a preconfigured trigger or action on the Quickbooks App. You will have to use the “Make an API Call” action. For my client we pulled P&L by Customer and I’ll provide screenshots of how we did so below. Note the URL and Query String. Remove “Detail” from the URL if you need a simple P&L and Remove Item 4 if you don’t need to filter by specific customer.
Hope this helps!
