Skip to main content
If the support you need is a QuickBooks report, you don’t need to leave Denari to get it. Select the reports you want and click Upload from QuickBooks Online. Denari pulls them from the client’s QBO and files them in the binder. This removes the export-download-upload-rename cycle, and the files arrive named consistently, which directly helps the AI tie-out.

​
Available reports

Filed as Workpapers, support for tying out balances:
  • A/P Aging Summary
  • A/R Aging Summary
  • General Ledger
  • Transaction Detail by Account
  • Account Detail
Filed as Other documents, context rather than direct support:
  • Balance Sheet
  • Income Statement
The split matches the Workpapers vs Other documents distinction: only the first group is processed for reconciliation matching.
The entity needs a QuickBooks Online connection. It’s the same connection the trial balance import uses, so if you imported the trial balance from QBO you’re already set up.