Business and Financial Reporting
Business Overview, QuickBooks and financial periods.
- Business OverviewThe Business Overview shows key figures from every connected source on one page, compared with the previous period.
- Financial PerformanceFinancial Performance shows revenue, expenses, net income and margins from QuickBooks Online on the Intelligence plan.
- QuickBooks connection requirementsTo connect QuickBooks you need a QuickBooks Online company, a user who can authorize apps, and the Intelligence plan.
- Understanding financial report periodsBetaFinancial figures use the selected date range in your workspace reporting time zone and come from official QuickBooks reports for that range.
- Cash versus accrual reportingBetaAccrual counts income and expenses when they are earned or incurred; cash counts them when money moves. Valtrivo lets you choose and never mixes the two.
- Understanding data synchronizationValtrivo reads data from connected sources when you open a report, reuses recent results, and limits manual refreshes per day by plan.