Reports
Articles on how to create and refresh reports, and share them
01
Reports Overview
With FinBoard, you can create over 40 different reports in Google Sheets, all synced to live QuickBooks data. We support multiple variations of the same…
02Creating a report
For report creation, install the FinBoard Google Sheets plugin from the Google Workspace marketplace
03Manage reports
With manage reports, you can schedule a FinBoard report to auto-refresh at a periodic interval of either an hour or 24 hours.
04Share reports
FinBoard reports are always created in your private Google Drive. To share this report with other users, you can either: