Automate QuickBooks reporting in Google Sheets
Live-sync QuickBooks data to Google Sheets, and build custom reports and analyses with a prompt.
No credit card required
Keep your spreadsheets synced with QuickBooks
Sync reports in Google Sheets
Pull reports and data directly from QuickBooks. Choose from 20+ report types, and add custom date ranges and filters.
Automatically refresh reports & dashboards
Build live dashboards, and refresh reports without losing your custom formatting and formulas.
Build any report just by describing it
Works in your spreadsheets
Ask Runbook to build reports, dashboards, and analyses directly in your spreadsheets
Formula-based outputs
Outputs are formula-driven, so they update dynamically with your QuickBooks data
Create new types of reports
Build custom reports and analyses you can't get from QuickBooks — blending data across any of your synced reports
Video sped up for demonstration
What else you can build
Build an AP payment calendar for the next 30 days
Build a summary tab highlighting this month's key P&L variances
Review the GL for June and flag any entries that look like errors
Build a KPI dashboard with DSO, DPO, gross margin, and monthly burn
Build a client-ready monthly summary with the P&L, key ratios, and commentary
Build a budget vs actuals summary with variances by department
Explore and analyze your data, directly in your spreadsheets
No more back-and-forth between spreadsheets and QuickBooks. Runbook lets you see the context behind your numbers directly in your spreadsheets.
Drill down in any report
Drill into report values to see the underlying transaction data. Everything is linked back to QuickBooks for easy review and auditing.
Explain variances with one click
Automatically add AI variance commentary to your reports. Runbook creates deep-dives on each variance so you can easily see the full context.
What Our Customers Are Saying
"Highly recommend! Using Runbook saves us, and our clients, significant time every reporting cycle. Not only do our reports automatically refresh, but the drill down and AI variance analysis help us deliver insights and inform modeling much quicker than before."
Shane Brown
Alta Advisors
"Runbook saves our team well over 20 hours each month by automating reports and giving us access to data and insights that simply aren't available through QuickBooks' standard reporting. It's become one of the most valuable tools in our tech stack."
Alan Egan
Blue Collar Back Office
"Runbook has made reporting for multiple clients so easy. I used to spend at least 5-6 hours a month building out custom reports, but now I can do it in a few minutes and it's fully automated."
Pedro Olinger
Heron CPA
"Very happy with this app - it's been amazing. My clients love the reports generated with this system. Customer support is fantastic as well."
David Roth
Roth Bookkeeping
Pricing
Simple, transparent pricing. Start with a free trial — no credit card required.
Solo
For individual teams or small businesses
- 1 user
- Up to 3 QuickBooks companies
- $25/mo per additional company
- All features included
Includes 14-day free trial
Team
For firms and internal finance teams
- Up to 5 users
- Up to 10 QuickBooks companies
- $35/mo per additional company
- All features included
Includes 14-day free trial
Custom
For larger teams or unique requirements
- 5+ users
- Volume discounts for higher company counts
- Custom billing terms or invoicing
- All features included
or email us at george@runbookhq.com / sam@runbookhq.com
All plans include:
Your data stays yours
Security reviewed by Intuit
Runbook passes Intuit's security review, and is an approved app in both the QuickBooks App Store and Google Workspace Marketplace.
Never used for AI training
Your financial data is used to answer your requests and nothing else. It's never used to train models.
Scoped spreadsheet access
Runbook can only see the specific Google Sheets workbooks you grant access to.
Disconnect anytime
Revoke Runbook's QuickBooks access in one click, directly from QuickBooks.
FAQs
Ready to Get Started?
Install Runbook from the Google Workspace Marketplace, or book a demo to see it in action.
