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Intuit Quickbooks

Adding MyWorkpapers to Quickbooks Online gives you much more than just workpapers

MyWorkpapers is a cloud based paperless workpaper solution to collaborate, manage documents, workflows and queries. Integrating MyWorkpapers and Quickbooks Online lets you seamlessly create and populate your workpaper files.

Key features

  • Enter Quickbooks client credentials only once when setting up the client.
  • Fast download of any period Trial Balance for current month, quarter, or year and previous year (if required).
  • Automatically mapped to Lead schedules.
  • Re-import Trial Balance to update the data.

How to connect

Once you’ve signed up for MyWorkpapers, simply enter your Quickbooks Online login and password to securely import period end data into your workpaper file.

Sign up for one of our plans or begin a free trial. If you have any questions please contact our sales team