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Sync QuickBooks
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Automate financial reporting

Build live financial dashboards

Accelerate month-end close

Consolidate company data

QuickBooks
Profit & LossBalance SheetCash FlowA/R AgingA/P AgingOpen InvoicesTransaction ListSales by CustomerTrial Balance
docs.google.com/spreadsheets/d/1Wy4ZNU4u_bmsgovqJq09_CQ3H2H2n--Smt-1TyoNkJc
Monthly Reporting Package
File
📄 New
📂 Open
💾 Save
📥 Import
📤 Export
Edit
↩️ Undo
↪️ Redo
✂️ Cut
📋 Copy
📌 Paste
Format
🔤 Text
🔢 Number
🎨 Conditional formatting
Extensions
Retriever for QuickBooks
🐾 Open
🔄 Refresh all reports
🔄 Refresh this report
Google Account
Tate
tate@goodboy.com
A1fx
A
B
C
D
E
F
G
H
I
J
K
L
M
N
1
Jan 2026
Feb 2026
Mar 2026
Apr 2026
May 2026
Jun 2026
Jul 2026
Aug 2026
Sep 2026
Oct 2026
Nov 2026
Dec 2026
Total
2
 Income
3
   Installs
150,000
145,000
165,000
180,000
210,000
230,000
245,000
240,000
215,000
195,000
170,000
160,000
2,305,000
4
   Services
230,000
225,000
255,000
270,000
300,000
325,000
345,000
340,000
310,000
290,000
260,000
250,000
3,400,000
5
 Total Income
$380,000
$370,000
$420,000
$450,000
$510,000
$555,000
$590,000
$580,000
$525,000
$485,000
$430,000
$410,000
$5,705,000
6
 Cost of Goods Sold
7
   Labor
115,000
112,000
125,000
132,000
150,000
160,000
170,000
168,000
155,000
145,000
130,000
125,000
1,687,000
8
   Materials
85,000
82,000
95,000
100,000
115,000
125,000
132,000
130,000
120,000
110,000
98,000
95,000
1,287,000
9
 Total Cost of Goods Sold
$200,000
$194,000
$220,000
$232,000
$265,000
$285,000
$302,000
$298,000
$275,000
$255,000
$228,000
$220,000
$2,974,000
10
 Gross Profit
$180,000
$176,000
$200,000
$218,000
$245,000
$270,000
$288,000
$282,000
$250,000
$230,000
$202,000
$190,000
$2,731,000
11
 Expenses
12
   Dues & Licenses
750
750
1,250
1,250
1,750
1,750
2,250
2,250
1,750
1,250
750
750
16,500
13
   Insurance
6,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
6,000
72,000
14
   Marketing
8,000
8,000
9,000
10,000
12,000
14,000
15,000
14,000
12,000
10,000
9,000
9,000
130,000
15
   Office Supplies
750
750
750
750
750
750
750
750
750
750
750
750
9,000
16
   Payroll Taxes & Benefits
12,000
12,000
13,000
13,000
14,000
14,000
15,000
15,000
14,000
13,500
13,000
13,000
161,500
17
   Professional Fees
1,500
1,500
1,500
1,500
1,500
1,500
1,500
1,500
1,500
1,500
1,500
1,500
18,000
18
   Rent & Facilities
18,000
18,000
18,000
18,000
18,000
18,000
18,000
18,000
18,000
18,000
18,000
18,000
216,000
19
   Salaries & Wages
65,000
65,000
70,000
70,000
75,000
75,000
80,000
80,000
75,000
72,000
68,000
68,000
863,000
20
   Software
2,400
2,400
2,400
2,400
2,400
2,400
2,400
2,400
2,400
2,400
2,400
2,400
28,800
21
   Telephone/Internet
1,600
1,600
1,600
1,600
1,600
1,600
1,600
1,600
1,600
1,600
1,600
1,600
19,200
22
   Vehicles & Fuel
14,000
14,000
15,000
15,000
16,000
16,500
17,000
17,000
16,000
15,500
15,000
15,000
186,000
23
 Total Expenses
$130,000
$130,000
$138,500
$139,500
$149,000
$151,500
$159,500
$158,500
$149,000
$142,500
$136,000
$136,000
$1,720,000
24
 Net Operating Income
$50,000
$46,000
$61,500
$78,500
$96,000
$118,500
$128,500
$123,500
$101,000
$87,500
$66,000
$54,000
$1,011,000
25
 Other Expenses
26
   Depreciation
10,000
10,000
10,000
10,000
10,000
10,000
10,000
10,000
10,000
10,000
10,000
10,000
120,000
27
 Total Other Expenses
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$10,000
$120,000
28
 Net Other Income
-$10,000
-$10,000
-$10,000
-$10,000
-$10,000
-$10,000
-$10,000
-$10,000
-$10,000
-$10,000
-$10,000
-$10,000
-$120,000
29
 Net Income
$40,000
$36,000
$51,500
$68,500
$86,000
$108,500
$118,500
$113,500
$91,000
$77,500
$56,000
$44,000
$891,000
30
Profit & LossBalance SheetCash FlowA/R AgingA/P AgingOpen InvoicesTransaction ListSales by CustomerTrial Balance
Customers

Millions of QuickBooks reports refreshed. Countless hours saved.

Testimonials

Loved by Accountants, Bookkeepers, Controllers, CFOs, FP&A, and business owners.

Built by accounting & finance professionals

Product

A simple solution to a painful problem

You can have all these tools that do fancy stuff, but I often feel like they're missing the point.

I want to build a spreadsheet, and once it's built, I just want to be able to refresh it.

It's such a fundamental problem, and one that really needed to be solved.

Chris Barrett, Managing Director/Owner, Midwest CPA

Learn in minutes

If you can use Google Sheets, you will pick up Retriever in minutes – no new app to have to learn.

Create reports

Create QuickBooks reports directly inside Google Sheets – no exports, copy-paste, or login needed.

Refresh automatically

Schedule refreshes so your data stays fresh for everyone without even opening the spreadsheet.

Consolidate multiple companies

Import data from multiple companies in a single workbook, then consolidate directly in Sheets.

A great way to access and consolidate data!

Retriever has been a great help to my firm in accessing QBO reports in Google Sheets that allows us to consolidate all of our client data in a holistic view.

– Matthew Powell, Owner of Powell Finance Group

Drill down

Select a cell and drill down to view underlying transaction detail without opening QuickBooks.

Build live dashboards

Charts, tables, and analysis update instantly when you refresh your reports.

Fresh data for AI queries

Live QuickBooks syncing means Google Gemini always has your latest QuickBooks data.

Control access and permissions

Choose exactly which team members can access which QuickBooks companies.

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Connections are encrypted and reports are stored safely in Google Sheets.
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Frequently asked questions

Pricing

Select the number of QuickBooks company connections you'll need to view pricing.

# of QuickBooks company connections

1
10
25
50
80
125
175

10 companies

$100 / month (that's $10.00 per company)

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Chris Barrett

Managing Director / Owner

Midwest CPA

(5/5)

Great Affordable Reporting Solution

November 2024

We wanted an easy way to get data out of QBO into a spreadsheet for custom reporting for our clients. Other apps wanted literally tens of thousands of dollars while Retriever did the same thing at a fraction of the cost.

Source: QuickBooks App Store

Ben

Founder / Owner

Dialed In Bookkeeping

(5/5)

Best Value for importing QBO data

November 2024

We have evaluated a bunch of tools to pull QBO data into google sheets for our clients (we run a 50+ client bookkeeping firm), and Retriever is a tremendous value. We've loved it so far.

Source: QuickBooks App Store

About

Hi,

My name is Aubrey, and I built Retriever to make financial reporting a bit less tedious.

While working in finance, I became frustrated by having to download QuickBooks reports, paste them into my spreadsheet, unmerge those headers, and layer in my analysis.

Then I'd look at the calendar. Only 29 days until September! Only 29 days until I have to redo my spreadsheets again!

And I'd do that again and again, every single month. 'Again' became agony.

That's where Retriever comes in. It imports data directly from QuickBooks, so it's always fresh.

And it integrates with Google Sheets, so you keep all the flexibility of a spreadsheet.

No more stale spreadsheets. No more rigid dashboard tools.

I've been typing too long and our team of overexcited golden retrievers can hardly wait any longer to begin fetching your financials.

So please give it a try and see how hundreds of accountants, bookkeepers, CFOs, and business owners save thousands of hours every month with Retriever.

Best,
Aubrey

Aubrey at a desk with a golden retriever in a home office

Retriever team (corporate headquarters)

Team

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Dog of the Month

Fitz, the August Dog of the Month
Dog of the MonthAugust 2026

Fitz

Say hello to Fitz, our August dog of the month! This Memphis pup brings plenty of golden-hour charm while keeping owner Rocky Stone company between fractional CFO work with high-growth AI and healthtech startups.

Owner

Rocky Stone

Fractional CFO at Stonepath Consulting, working with high-growth AI and healthtech startups

Donation made to
Humane Society of Memphis & Shelby County

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Adam W.

Owner

Axis Accounting

(5/5)

Best Customer Support and Google Integration

November 2025

I've tried many ways to integrate QBO with Excel or Google Sheets. Retriever met all of my usecases and then some. I have built amazing dashboards and budgets for my clients using Google Sheets and Retriever! They love them. The customer support is really amazing. Anytime I have a simple question, a complex build query, or feedback on features, the support is always fast and friendly! Highly recommend!!

Source: QuickBooks App Store