MorningSync reads your QuickBooks Online company and keeps a Metrics file in your own folder: cash, margins, who owes you, what you owe, days to get paid and more. No formulas to build, no reports to export.
QuickBooks Online has the raw numbers, but most of the ratios people check every month aren’t one report away.
Days to get paid needs the A/R aging and the P&L side by side. Runway needs bank balances and three months of cash flow.
Export four reports, paste them into a workbook, fix the formulas when a column moves. Every month, for every company.
The answers land in an Excel file in your own folder, worked out the same way every time, where you already work.
For the period, following the dates and basis you pick for your P&L. Each metric shows this period, the period before and the change, and a Trend sheet shows the last 14 months.
A snapshot of where things stand on the day of each sync.
Set up once in about three minutes. After that, there’s nothing to remember.
Sign in on Intuit’s own page. MorningSync only reads; it never creates, edits or deletes anything in your books.
A ready-made period or your own, up to 3 years back, accrual or cash.
It updates hourly, daily or weekly in your SharePoint folder, with your Reports and Raw Data files alongside it.
The same numbers for every client, and no surprise charges.
On Firm 25 and Firm 75, every client gets their own Metrics file, worked out the same way, so a monthly review starts with the numbers done. For accounting firms →
Metrics come with every plan, from $35/month, and use no extra sync credits. Compare plans →
Worked out inside MorningSync, saved only to your own folder, never shared or compared with other clients. Security →
No. It’s an Excel file with the numbers in rows and columns. Build your own charts on top if you want them.
No. MorningSync only reads. It never creates, edits or deletes anything in your books.
Yes. Each metric lists how it’s worked out (for example, DSO = accounts receivable today ÷ revenue for the period × days in the period), and your Reports file has the P&L, balance sheet and aging it comes from.
Not today. It reports what’s in your books.
QuickBooks Online Simple Start, Essentials, Plus and Advanced. QuickBooks Desktop isn’t supported.