Q
Financial Intelligence
QuickBooks
Connect your QuickBooks to extract financial reports automatically. Your data is processed through Doc Croc and never stored raw.
How it works
- Log into your QuickBooks at qbo.intuit.com
- Go to Reports → select a report
- Click Export → save as CSV or PDF
- Upload the files below
Select report types you are uploading
🔒 Security
Financial data is processed through Doc Croc and stored as structured KPIs only. Raw reports are never retained. All access is audited.