Which QuickBooks reports work?
Profit & loss, balance sheet, expense, and transaction exports all work. Panely maps common QuickBooks column formats automatically.
QuickBooks report dashboard
QuickBooks Dashboard from CSV
QuickBooks reports are powerful, but exploring them in raw CSV or PDF is painful.
Upload your QuickBooks report exports and get a clean dashboard for P&L trends, expense breakdowns, and cash flow visibility.
How it works
Step 1
Export your QuickBooks CSV report.
Step 2
Upload it to Panely and describe what you want to track.
Step 3
Get an interactive dashboard with charts, filters, and shareable insights.
FAQs
Can I use this for month-end close?
Yes. Upload your monthly export and get a dashboard you can review and share with your accountant or team in minutes.
Does it work with QuickBooks Online and Desktop?
Both. As long as you can export to CSV, Panely can build a dashboard from it regardless of which QuickBooks version you use.
Can I track expenses by category?
Yes. If your export includes category or account fields, Panely generates breakdowns by expense type, vendor, or any other dimension in your data.
How is this better than QuickBooks' built-in reports?
Panely dashboards are interactive, shareable without QB access, and can combine data from multiple reports or time periods in one view.