Hey there 
If you’re like most QuickBooks users, you probably spend way too much time running the same P&L or Balance Sheet reports, exporting them, cleaning them up, and then sharing them with your team or clients.
That’s exactly what I help automate using Make.com.
Here’s how it works — I can set up a workflow that automatically:
-
Pulls Profit & Loss or Balance Sheet data straight from QuickBooks
-
Sends that data into Google Sheets or Airtable (so you can build your own dashboards or charts)
-
Refreshes automatically every day, week, or month — no manual exports needed
-
Even sends your team a summary like “Your net income grew 12% last month” via Slack or email
For example 
-
One client wanted a monthly financial dashboard in Google Sheets that tracked revenue, COGS, and gross margin by customer — all sourced directly from QuickBooks.
-
Another wanted to combine multiple QuickBooks company files into one view for their holding company, showing cash balance and A/R per subsidiary.
-
And a CPA firm I worked with now gets automated reports delivered to their clients’ folders, ready for review — zero clicks required.
If you’ve ever thought, “QuickBooks reports are fine, but I wish I could slice the data differently,” this is how you do it.
Let’s chat — I can show you how a few simple automations in Make.com can turn your QuickBooks data into something way more powerful.