Import Report

Import an existing QuickBooks Online report

Import one of the predefined reports from QuickBooks Online.

Create Functions

Leaving the "Create Functions" checkbox ticked will create a Flash Reports function for all values that are derived from account balances. If you untick this option the report with be created with static values.

Create Excel Grouping

Tick this option to have Flash Reports create Excel groupings, which can be expanded and collapsed, for each level in the report hierarchy.

Display Full Account Name

Normally the report will be created with an indented hierarchy displaying the account names. This option will override that behavior and instead produce a flat report structure which displays the full account name, including parent name(s).

Include All Accounts

The QuickBooks report only includes accounts that have movement for the period. Ticking this option will result in Flash Reports attempting to insert all the accounts into the report in their correct locations in the report hierarchy. You can choose whether to include only active accounts or inactive accounts as well.

Please note the following limitations:

• Only US reporting formats are supported currently.
• If the QuickBooks report does not include any accounts in a specific section, for example Other Income in the Profit and Loss report, that section is omitted completely. In this case no accounts would be added for that section of the report.
• If the report has no data at all then Flash Reports will not add any accounts.