QuickBooks export → dashboard
Your QuickBooks export, a money dashboard.
Export transactions or a P&L from QuickBooks, drop the CSV, and see income versus expenses, totals by account and class, and the trend — without building a custom report.
Export transactions or a P&L from QuickBooks, drop the CSV, and see income versus expenses, totals by account and class, and the trend — without building a custom report.
QuickBooks reports are fine but rigid. Export transactions to CSV and this gives accountants and owners a fast read — income vs expenses, totals by account and class, and the monthly trend.
Reports → Transaction list (or P&L) → Export to CSV. Keep Date, Account, Amount and Class columns.
Amount is read as currency (negatives are expenses); Date sets the time axis; Account and Class become breakdowns.
Income vs expenses, totals by account and class, and a clear monthly trend — click any category to filter.
The financial read a small business needs, straight from a transaction export.
Positive and negative amounts separate cleanly so net cash movement is obvious.
Account and Class columns become breakdowns — see where money actually goes.
The date column drives a trend so you can spot a heavy month at a glance.
Financial data is parsed locally in your browser. Nothing is uploaded.