Every client in one view
See all of the QuickBooks Online companies your firm manages on one screen, and spot who needs attention this month.
Every QuickBooks Online client in one view.
Insights is built for accountants who manage many QuickBooks Online clients. See every client at once, spot who needs attention this month, and analyze clients combined or one at a time.
The demo uses sample data for a fictional firm. No sign-up needed.
Combined or one at a time
Analyze a single client, or total a selected group of companies together.
Twenty-four months of statements
Profit and Loss and Balance Sheet by month, pulled on demand or once a day.
Checks its own math
A reconciliation check confirms line items sum to section totals and that assets equal liabilities plus equity.
Read-only in practice: every request Insights sends to QuickBooks Online reads data. It never creates, edits or deletes anything in your books.Connects through Intuit's own sign-in (OAuth 2.0) and requests only the QuickBooks Online Accounting scope.Intuit tokens are encrypted at rest, and every query is scoped to your firm.Optional two-step verification for every accountant on your team.
What is Insights?
Insights is a web app for accountants who manage many QuickBooks Online clients: see every client in one view, spot who needs attention this month, and analyze clients combined or one at a time.
Does Insights change anything in QuickBooks?
No. Intuit offers a single Accounting scope that covers reading and writing, so Insights requests it, but it uses it only to read. It never creates, edits or deletes anything in QuickBooks.
What data does Insights read?
Company information, reporting preferences, and Profit and Loss and Balance Sheet reports by month for the last 24 months.
Can I try it before connecting a client?
Yes. The public demo runs on sample data for a fictional firm, so you can explore the views before connecting any QuickBooks Online company.
What are the current limits?
Reports are on an accrual basis, and the combined view is a simple total of the selected companies with no intercompany eliminations or currency conversion. Non-USD clients are labeled and left out of totals.
Explore the demo, then create your firm's workspace or ask us about a pilot.
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