QuickBooks or uploads: which to use

If your books are in QuickBooks Online, connecting is the better choice. CanopyDecks reads the reports it needs directly, so a new month is a matter of choosing the month. Only a budget, which QuickBooks does not hold in a form we can read, still needs uploading, and you can also build one in Budget and forecast.

If your books are anywhere else, upload the reports your accounting system exports. The Data step lists every report it reads and marks the ones it needs. It reads a trial balance and chart of accounts, or the statement of activity and statement of financial position, plus optional reports that add detail: transaction detail, receivables and payables aging, cash flows, last year's statement of activity and a budget.