Introducing QuickBooks for Quadratic

QuickBooks is where a lot of teams already keep the financial data that runs their business. Revenue, expenses, invoices, bills, customers, vendors, chart of accounts. It is all there. But turning that data into flexible reports, dashboards, and answers for the rest of the team often still means you have to export data from QuickBooks, clean up spreadsheets, or wait on someone to build a custom report.

Today, that gets a lot easier.

You can now connect QuickBooks directly to Quadratic and work with your accounting data in a familiar spreadsheet interface. That means you can ask questions in plain English, generate reports with AI, build dashboards, and share live financial analysis with your team without stitching together a bunch of separate tools.

What’s new

With the new QuickBooks connection in Quadratic, you can:

• Sync live data from QuickBooks to Quadratic
• Explore your accounting data in a spreadsheet interface
• Ask AI questions about invoices, bills, payments, customers, vendors, and more
• Build reports and dashboards that can be refreshed whenever you need them
• Combine QuickBooks data with other connected data sources in the same workspace for additional insights

The goal is simple: make QuickBooks data analytics easier, make reporting easier to share, and make your financial data much more useful across the rest of the business.

Why we built it

Finance data is some of the most important data in a company, but it is often locked inside workflows that are harder to explore than they should be. QuickBooks works well for bookkeeping and day-to-day accounting, but many teams need more flexible ways to answer questions, monitor performance, and create reports for leadership.

Quadratic gives teams a faster path from raw accounting data to actual decisions, making business analysis with QuickBooks much more practical for the whole team. Instead of exporting data into another spreadsheet, rebuilding charts every month, or relying on static reports, you can connect QuickBooks once and start analyzing it right away.

This is especially useful for finance teams, operations teams, founders, accountants, and anyone else who needs a live view of how the business is doing.

What you can do with QuickBooks in Quadratic

There are three especially useful ways to work with QuickBooks data in Quadratic.

Generate reports automatically

Use AI to turn QuickBooks data into reports and QuickBooks data visualizations you would normally build by hand.

That can include things like monthly revenue summaries, expense breakdowns, overdue invoices, unpaid bills, or vendor spend analysis. Instead of manually grouping transactions and building charts, you can describe the report you want and let Quadratic generate it for you.

After you connect QuickBooks to Quadratic, try this prompt to build the same report.

Explore your accounting data naturally

QuickBooks contains a lot of important business information, but it is not always easy to explore dynamically. With Quadratic, you can ask direct questions about your books and inspect the underlying data in one place.

For example, you can ask which customers have the highest outstanding balances, which invoices are overdue, or which vendors you spent the most with last quarter. This makes ad hoc analysis much faster for teams that want answers without digging through menus or building exports first.

After you connect QuickBooks to Quadratic, try this prompt to get similar invoice insights.

Build dashboards with AI

Quadratic can also turn QuickBooks data into live dashboards for recurring reporting and business visibility.

You can create dashboards for revenue, receivables, payables, cash received, vendor spend, or an overall executive view of the business. These dashboards are especially useful when you want a more flexible and collaborative alternative to static accounting reports.

After you connect QuickBooks to Quadratic, try this prompt to build your own QuickBooks dashboard.

A quick look at the data available

The QuickBooks connection gives you access to a broad set of accounting and business tables, including:

• accounts
• bill_payments
• bills
• budgets
• classes
• company_info
• credit_memos
• customers
• departments
• deposits
• employees
• estimates
• invoices
• items
• journal_entries
• payment_methods
• payments
• purchase_orders
• purchases
• refund_receipts
• sales_receipts
• tax_codes
• tax_rates
• terms
• time_activities
• transfers
• vendor_credits
• vendors

This gives you the building blocks for everything from basic reporting to more advanced analysis across revenue, expenses, accounts receivable, accounts payable, and operational activity.

Who this is for

QuickBooks in Quadratic is useful for a wide range of teams.

Finance teams

• Track revenue, expenses, receivables, and payables in one place
• Build live reports instead of relying on repeated exports
• Share financial visibility with the rest of the company more easily

Operations teams

• Monitor vendor spend, bills, and cash movement
• Combine accounting data with operational data for broader reporting
• Build repeatable workflows for weekly or monthly reviews

Founders and executives

• Get a live view of business performance without waiting on custom reporting
• Monitor key financial metrics with simple dashboards
• Keep leadership aligned with shared, refreshable analysis

Agencies, accountants, and bookkeepers

• Manage client reporting more efficiently
• Create reusable templates and dashboards
• Deliver clearer financial analysis without manual spreadsheet work every time

Why use Quadratic instead of spreadsheets alone

A traditional workflow often looks like this: export data from QuickBooks, import it into a spreadsheet, clean it up, rebuild the analysis, then do it all again next week or next month.

Quadratic simplifies that process. You connect QuickBooks directly, work with live data, and generate reports and dashboards in the same place. You can ask questions in plain language, use AI to create summaries and charts, and drop into SQL, Python, or formulas when you need more control.

It gives you the familiarity of a spreadsheet with much more analytical power.

Security

QuickBooks data is sensitive, and security matters.

Quadratic connects securely to your data and is SOC 2 and HIPAA compliant. For teams with stricter requirements, Business customers can self-host for greater control over infrastructure and data access.

Get started

If you already use QuickBooks, you can start exploring your accounting data in Quadratic today.

Connect your QuickBooks account, try one of the example prompts above, and start building reports and dashboards that are faster to create, easier to share, and much more useful for decision-making.