Looking for Recommendations for Reporting and Analysis
I'm looking for a software that integrates with Quickbooks Online that would give the ability to do the following:
1. Excel based linking at the account, period, and class level (In other environments I've used a tool called
"Spreadsheet Server", which allowed a table structure where you input certain items - account, period, location/class, etc., and it would do a live pull of the associated data from the GL with drill down capacity. Unfortunately this doesn't appear to link with QB
2. Integration with other systems, particularly Paylocity.
Ultimately this might end up being two separate tools, and the direct integration into Excel for live account level queries is more important.