Deployment
A QuickBooks dashboard that shows profit, cash, and spending on one page.
Your QuickBooks Online data, read through Intuit's own connection and set up in your own Microsoft cloud account. Profit, cash, money owed to you, and what you spend on vendors appear on one page. The month is read from current numbers instead of exports.
Sample company, month 1. Illustrative tiles.
In one sentence
A dashboard that turns your QuickBooks books into clear monthly reports on profit, cash, and spending, kept in a cloud account you own.
- Advisory review
- Delivery
- Monthly watch
One engagement, in this order. You can start at the stage that fits you.
Deployment
What this work involves
QuickBooks keeps the books well. Its standard reports answer bookkeeping questions, but an owner usually needs a different set: what margin did this quarter, how many weeks of cash are on hand, and which customers pay late.
This dashboard reads your QuickBooks Online company through the connection Intuit publishes for apps, which your QuickBooks administrator approves and can remove. The reports run in your own Microsoft cloud account, so the numbers and the platform stay yours.
Vendor bills already sit in QuickBooks, so the technology spend report is built from them: each software and service vendor, what it costs each month, and when it renews. Third Shift is a Silver member of the Intuit App Partner Program.
When the base dashboard is also in place, finance sits beside the operating systems on the same page. When it is not, the QuickBooks dashboard stands on its own and can grow into the base later.
Who does what
You keep your team, and we take this part.
- You — Own the QuickBooks company, the cloud account, and the dashboard.
- Your bookkeeper or accountant — Keep the books current and close each month.
- Third Shift — Build the connection and the reports, and keep the figures matched to QuickBooks.
- Intuit — Run QuickBooks Online and the connection it publishes for apps.
Who it is for
A fit when
- Owners who read the business from QuickBooks exports and spreadsheets
- Companies on QuickBooks Online with an outside bookkeeper or accountant
- Leadership that wants finance and technology spend in one monthly view
Scope
What it is not
- Not bookkeeping. Your bookkeeper or accountant keeps the books and closes the month
- Not a move off QuickBooks or a replacement accounting system
- Not tax or accounting advice. The dashboard reports; your accountant advises
Where this has run
Profiles using this work.
No profile is published for this listing yet. The closest published work:
- Grant reports took a week, though the data was already available.
Regional nonprofit · ~25 staff
Who buys this
Industries that start here.
- Accounting, tax, and CPA firms — Client financials in personal AI accounts, and partner reporting rebuilt by hand every quarter.
- Legal, consulting, and agency firms — They asked for an automation, and the environment needed a written rule first.
- Construction, trades, and engineering — Job costing that depends on one person's spreadsheet, and an IT director who left mid-project.
- Nonprofits and associations — Grant reports that take a week, volunteers using free AI on donor lists, and no IT staff.
The order
Part of the sequence, not the whole of it.
In the method this work usually leads into Dashboard maintenance (Monthly watch). Nothing obliges you to buy it: the order is how the work is delivered, not what you have to purchase.
Questions
Questions about quickbooks dashboard
Does the QuickBooks dashboard work with QuickBooks Desktop?
The dashboard is built for QuickBooks Online, which publishes the connection that apps use. A company still on QuickBooks Desktop is reviewed case by case. The applications assessment says what connecting it would take before anything is built.
What access does the dashboard have to our QuickBooks company?
Your QuickBooks administrator approves the connection on Intuit's own sign-in screen and can remove it from QuickBooks at any time. The dashboard reads the books to build its reports. Your bookkeeper keeps entering and closing the books exactly as before.
What does Intuit App Partner Silver mean?
Silver is a tier of the Intuit App Partner Program, the program for companies that build apps on QuickBooks Online. It describes our standing as a developer on that platform. It is not an endorsement of our services by Intuit.
Who owns the dashboard and the data?
You own the dashboard and the data. The platform runs in your own Microsoft cloud account, on your subscription, under your name. If the engagement with Third Shift ends, the platform and all of its data stay with you. We hold no keys you cannot take back.
Start here
Start with the review.
The first conversation covers your environment, and this work is scoped from what it finds.