QuickBooks + Querri
Ask what your margin, cash or collections did this month and Querri answers from your QuickBooks Online books, read next to the budget, the CRM and the accounting rules your team already follows. It copies the books in on a schedule you set, so the answer is ready before the close.
Querri only ever reads your books and never changes a transaction. You sign in with Intuit, so it never sees your password. SOC 2 Type II, HIPAA and ISO 27001:2022 certified.
Why QuickBooks reporting gets hard
Owners, bookkeepers and controllers hit the same walls at every close. QuickBooks is doing its job in each case; the trouble starts when a question needs more than one standard report can hold.
Deals live in the CRM, the budget in a spreadsheet, orders in the store. A QuickBooks report only sees the ledger, so anything that mixes them gets rebuilt by hand in Excel.
Simple Start and Essentials have no classes or locations, and Plus caps them at 40 combined. Even under the cap, a class left blank on a third of the bills turns profit by class into a guess.
Run two or three entities and every one is a separate QuickBooks company. A combined view means exporting each, lining up accounts that are named differently, and adding them up in a workbook.
Export, reformat, paste into last month's template, repeat. Two-way Spreadsheet Sync with Excel is only available on QuickBooks Online Advanced and Accountant, so most teams do it by hand.
The same supplier shows up as "Amazon", "Amazon.com" and "AMZN Mktp", and charges sit in Uncategorized Expense or Ask My Accountant. Spend by vendor is only right after someone cleans it.
What you can finally answer
For each one: who asks it (owners, controllers, outside accountants), what makes it slow in QuickBooks today, and how Querri handles it.
Why it's hard
Shared costs like rent, freight and insurance land in one account, and someone allocates them in a spreadsheet each month using a method that lives in their head.
With Querri
Write the allocation once in plain words in Facts & rules ("split rent by headcount") and Querri applies it to every margin answer. The method sits in the Library where anyone can read it.
Why it's hard
The aging report answers "who owes what today." Seeing whether days-to-pay is creeping up, customer by customer, means saving an aging report every month and comparing them.
With Querri
Querri works out days-to-pay from invoices and payments and tracks it as a KPI with history from the day you start. Nightly insights flags a customer whose payments slip against their own pattern.
Why it's hard
The budget was built in QuickBooks once and then reforecast in a spreadsheet, so the comparison that matters lives in a file nobody else can find.
With Querri
Querri reads QuickBooks Budgets and the actuals, and can use the reforecast from Google Sheets instead when you say so. Put the variance on a dashboard and set it to refresh on a schedule.
Why it's hard
Each entity is a separate QuickBooks company with its own chart of accounts. Combining them is an export per company and a mapping sheet that breaks when someone adds an account.
With Querri
Connect each company. Querri lines up the accounts once, keeps that mapping in the Library, and works out a combined P&L view from each company's General Ledger. Save it as a project and it reruns the same way next month.
Why it's hard
Vendors are entered three ways, purchases split between bills and card charges, and a duplicate bill only shows up when someone sorts by amount and squints.
With Querri
Ask, and Querri groups vendor names spelled several ways, lists bills with the same vendor, amount and date for someone to check, and shows the spend total before and after the merge. See data cleansing and how answers are checked.
Why it's hard
An outside accountant with twenty clients rebuilds the same workbook twenty times: run the reports, export, fix the formatting, attach, send.
With Querri
Build the pack once and save the method as a skill. On the day you pick, Querri runs it against every client's latest books and emails each client a formatted workbook of their own. See reports and automation.
Why it's hard
The CRM says the deal closed; QuickBooks says what was billed and collected. Nobody owns the gap, so it's found at quarter-end, if at all.
With Querri
Querri matches closed deals in HubSpot or Salesforce to QuickBooks invoices and payments, says how it matched them, and returns the misses as a list someone can work.
Why it's hard
Paste a QuickBooks export into a chat and the assistant picks its own idea of revenue, cash or accrual, with no knowledge of how your team codes things.
With Querri
Set up the Claude or ChatGPT connection to Querri one time. From then on the assistant reads revenue the way your Library defines it, follows your coding rules, and stays inside the rows each person's access allows.
QuickBooks plus the rest
QuickBooks knows what was invoiced, paid and spent. Your CRM knows what was sold, your spreadsheets know the plan, and your operations tools know the work behind each invoice. With all of them in one Library, a margin question can follow the money back to the deal or the job that produced it.
QuickBooks pairs well with
Answers you can stand behind
"Revenue last month" means what you invoiced on the accrual basis and what you collected on the cash basis. Both are correct, and in a month with slow payers they can be far apart. Querri tells you which basis the answer uses and puts the other figure beside it, so the owner and the bookkeeper are looking at the same thing. See how answers work.
Wake up to what changed
Overnight, Querri measures each KPI against its own past, with arithmetic, and goes looking in parts of the books no one has asked about lately: a customer paying late, a cost line creeping up. What it finds sits in your Inbox by morning, and it acts on nothing until you say so.
Custom QuickBooks dashboards
Tell Querri what the owner should see every Monday, or hand it a screenshot of the dashboard you rely on now. To change a chart, ask for the change. The figures come from the same Library you chat with, and a location manager can be set to see only that location's rows.
Reports you can stop rebuilding
A P&L view, cash movement and the accounts that moved most, worked out from the General Ledger.
See reportsOpen receivables by customer, with each customer's payment pattern over time.
See dashboardsQuickBooks budgets or your spreadsheet reforecast, against actuals after every sync.
See KPIsSpend by vendor and category, with duplicate names merged and possible double payments listed.
See Excel toolsRevenue, margin and cash trends for a client meeting, ready as a deck.
Read the playbookCRM deals matched to QuickBooks invoices and payments, with the gaps listed.
See HubSpotWhat comes over
Querri copies 31 QuickBooks Online entities, from accounts and invoices to time activities, plus the General Ledger report, and keeps them current. It can only sync what the QuickBooks user you sign in with is allowed to see.
Entities that sync
Incremental syncs pick up entities changed since the last run, as often as hourly. A full refresh runs daily, weekly or monthly and clears anything deleted in QuickBooks.
Choose accrual or cash basis when you connect, and how much history to load. The default is three years.
Querri reads from QuickBooks and nothing else. Your invoices, bills, customers and chart of accounts stay exactly as your bookkeeper left them.
The connection is approved on Intuit's sign-in page, so no password passes through Querri, and the Connector Agent only sees whether the connection is set.
How to connect QuickBooks
Tell the Connector Agent in Querri to "connect our QuickBooks," or find QuickBooks Online in the catalog.
Approve access on Intuit's own sign-in page and pick the company. Querri never sees your password.
Pick accrual or cash basis, and how far back to load. Three years is the default.
Nothing loads until you approve it. Choose how often it syncs, at most once an hour.
Ask about last month's margin or who's paying late. The books are in the Library for chat, dashboards and reports.
QuickBooks FAQ
Ask the Connector Agent in Querri to connect QuickBooks, or pick it from the catalog. You sign in with Intuit and choose the company, set accrual or cash basis and a history window, then approve the load and a sync schedule. Querri never sees your Intuit password.
Thirty-one QuickBooks Online entities, including accounts, customers, vendors, invoices, bills, payments, journal entries, budgets, classes, departments, items, estimates, purchase orders and time activities, plus the General Ledger report. Querri can only sync what the QuickBooks user you sign in with is allowed to see.
No. The only built-in QuickBooks report Querri pulls is the General Ledger. From the ledger, journal entries and transactions it can work out a P&L view or a cash view on the basis you chose, and it shows how it got the number so you can check it against QuickBooks.
As often as hourly. Incremental syncs pick up entities changed since the last run, based on their last-updated time, and the General Ledger report reloads in full each time. A full refresh can run daily, weekly or monthly, and you can start a sync by hand whenever you like.
No. Querri only ever reads from QuickBooks. It never creates, edits or deletes a transaction, customer, vendor or account, so your books stay exactly as your bookkeeper left them, and a reconciled period stays reconciled.
Querri syncs only what the QuickBooks user who signs in can see, so pick a user whose access suits the job. Once the books are in Querri, row access is set in Querri: give a location manager a row filter and it applies in chat, dashboards, Claude and the API.
No. The connector works with QuickBooks Online only. If your books are in QuickBooks Desktop, you can export reports and upload the files to Querri, which reads multi-sheet workbooks, but they won't refresh on a schedule.
An incremental sync only sees records that were added or changed, so it doesn't notice deletions. A full refresh, which you can schedule daily, weekly or monthly, removes anything that was deleted in QuickBooks from Querri's copy.
Connect both. Querri matches closed-won opportunities to QuickBooks customers, invoices and payments, and you write down once whether a booking is the close date or the signed contract. Deals with no invoice and invoices still unpaid come back as a list for finance to chase.
Connect both, and Querri lines up HubSpot companies and closed deals with QuickBooks customers and invoices. It tells you how it matched them and flags a match that could be wrong, such as a customer named differently in each system.
Connect QuickBooks and the sheet that holds the budget or reforecast. Querri maps the sheet's lines to your accounts once, keeps that mapping in the Library, and compares actuals to plan after every sync, by department or class.
Ask Querri for margin or P&L by class. It works it out from the General Ledger and transactions, applies any allocation rules you've written down, and tells you how much was left without a class so you know how far to trust the split.
Track open receivables and days-to-pay as KPIs in Querri. It works them out from invoices and payments and keeps history from the day you start, so you can see whether collections are slipping, customer by customer, without saving an aging report every month.
Yes. Connect each company, and Querri lines up their charts of accounts once and keeps that mapping in the Library. Combined views, dashboards and reports then rerun on each company's fresh data without a new workbook every month.
Yes. Say what you want to see, or begin with a screenshot of a dashboard you already use. Each later change is a request in plain words. Charts can put QuickBooks next to the CRM or the budget, and a manager can be limited to one location's rows.
Yes. Set up the workbook once in Querri and give it a schedule. Each run uses the latest QuickBooks data and emails a formatted Excel file, and it can send each client or manager a version with only their numbers.
Yes. Once Querri is connected to Claude or ChatGPT, the assistant uses your Library: your definition of revenue, your accrual or cash choice, your coding rules. It sees only the rows that person can see in Querri, so its number agrees with your Querri dashboard.
Querri is SOC 2 Type II, HIPAA and ISO 27001:2022 certified, and your data is never used to train a model. You sign in through Intuit, so the Connector Agent never sees your password, and Querri only reads your books.
Keep exploring
Connecting QuickBooks Online takes a few minutes, and Querri reads your books without changing a thing.