Quickbooks reports display


We are pulling a standard Quickbooks Online report (P&L) with the Quickbooks connector.

But the report data is just individual rows. How do we display the report like a normal P&L would display in Quickbooks?


  • RobSomers

    Are you using the QuickBooks Online Reports Connector? It shows that you can pull the following datasets, and I would guess the summary one is what you're after:

    Alternatively, depending on if you can identify parent and child accounts with how your data is coming over, you could manually create this in a card using a pivot table with parent accounts and child accounts as rows and then a sum of amount.

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