About QBO Sync
QBO Sync is an Excel add-in designed specifically for accountants and financial professionals who work with QuickBooks Online. Our tool simplifies the process of extracting financial data from QuickBooks Online directly into Excel, where you can leverage Excel's powerful analysis and reporting capabilities.
Key Features
Trial Balance Reports
Extract trial balance data with a single click, with options for cash or accrual basis reporting.
AR/AP Aging Reports
Get detailed aging reports for accounts receivable and accounts payable to stay on top of your cash flow.
Company Integration
Connect to your QuickBooks Online company with secure OAuth authentication. Each Excel workbook maintains its own company connection for organized financial analysis.
Secure & Reliable
Your data is protected with enterprise-grade security, including AES-256-GCM encryption for all sensitive information.
For Accountants, By Accountants
Designed by CPAs and accounting professionals, QBO Sync understands your workflow and reporting needs. Our tool streamlines your month-end close process and makes financial analysis faster and more efficient.