How do I run reports using the QuickBooks Disbursements Integration?
The QuickBooks Disbursements Integration provides specialized reconciliation reports to help you review and manage transactions imported from QuickBooks Online. These reports make it easy to track imported items that still need your attention.
You can run two types of QuickBooks Reconciliation Reports:
- QuickBooks Disbursements Reconciliation Report: Shows disbursements imported from QuickBooks Online that haven't been modified since import
- QuickBooks Debts Reconciliation Report: Shows debts imported from QuickBooks Online that haven't been modified since import
Before you begin
Make sure you have:
- at least one successful import from QuickBooks Online
- proper permissions to access reporting features
Running a QuickBooks Disbursements Reconciliation Report
Step 1: Access the QuickBooks Disbursements Integration
Navigate to the Administrative Menu from the Main Menu and click Integrations. Then, select QuickBooks Disbursements Integration.
From there, click QuickBooks Disbursements Reconciliation Report in the Status tile.
Step 2: Search for the report you want
- Click Report Manager in the Reporting & Data Analysis tile
- Select Default Templates
- Type 'QuickBooks Disbursements Reconciliation Report' or 'QuickBooks Debts Reconciliation Report' in the search field
- Click on the report name in the results list
Tips:
- Use Edit Filters to refine what is shown in the report.
- Click Export As to download your report data.
Understanding report results
Only transactions with a QuickBooks Online external ID are listed in these reports, and once a transaction is edited, it will no longer appear in these reports.
Note: Imported debts can also be found in the regular Debts Report, but the QuickBooks Debts Reconciliation Report specifically shows only unedited imported debts.
Troubleshooting empty reports
If your report shows no results:
- verify you have successfully imported transactions from QuickBooks Online
- check if imported transactions have already been edited
- confirm you are viewing the correct date range
Not quite what you were searching for?
- Navigate back to the QuickBooks Resource Index.
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