Runbook is for accounting firms, bookkeepers, fractional CFOs, and finance teams who build custom financial reports with QuickBooks data. Build auto-updating reporting packages in Google Sheets™, drill into transaction detail without leaving your spreadsheet, and explain variances in one click — replacing hours of manual work every month.

HOW IT WORKS

Pull a report from QuickBooks into Google Sheets™ — P&L, balance sheet, cash flow, GL detail, and more. Customize it however you want: add rows with your own formulas, add columns for budget or commentary, change the formatting and layout to match how you deliver to clients or leadership. From then on, the report stays live: refresh it any time, and the underlying QuickBooks numbers update without breaking your customizations. Want more context on a report value? Drill into the transactions in seconds. When you're writing month-end commentary, run a one-click variance analysis instead of digging through the GL.

KEY FEATURES

►Live QuickBooks reports in Google Sheets™
Pull P&Ls, balance sheets, cash flow statements, and GL detail into your own templates. Build them once, refresh automatically, and keep your custom formatting and formulas intact.

►Custom account mappings
Map your QuickBooks accounts to your own reporting dimensions — summary categories, labor vs. non-labor expenses, departments, anything you need. Pull reports against the new structure without touching the underlying QuickBooks chart of accounts. Useful for cleaning up messy charts of accounts for cleaner reports, or segmenting data for analytical work like vendor spend by expense type.

►Drill-down to transactions
Select any cell or range in a report, click drill down, and Runbook surfaces the underlying QuickBooks transactions in a new tab. Each transaction links back to QuickBooks if you need more detail.

►One-click variance analysis
Click any account on the P&L or balance sheet and Runbook explains the variance. It pulls the underlying transactions, identifies drivers, and shows its work so you can review and edit. Or run a bulk explain across the entire statement and explain every material variance at once.

WHO RUNBOOK IS FOR 

Runbook is built for people doing strategic finance and reporting work. If you're delivering monthly reporting packages, writing variance commentary, or building custom dashboards, Runbook will save you hours of manual refresh work every month.

If you've hit the limits of G-Accon, LiveFlow, Fathom, or Syft — or if you're still rebuilding reports manually each month — Runbook is built for you.

PRICING

Starting at $99 per month. Start with a 14-day free trial.

GETTING STARTED

Get started in minutes. Just install Runbook, connect to QuickBooks, and start generating reports.
Read our getting started guide for more details: https://runbookhq.com/getting-started

SUPPORT

We're available 24/7 for hands-on support. If you need help getting set up or have any questions about Runbook, just send us an email - we're happy to help.

Email us: sam@runbookhq.com, george@runbookhq.com
Website: https://runbookhq.com/