Read your financial reports

With QuickBooks connected, Reports > Financials shows read-only reports that put your Tormano records and your QuickBooks books side by side.

Available financial reports

• Profit & Loss: from QuickBooks, for any date range.
• Revenue by Campaign: how much each campaign actually collected.
• Revenue by Fund: the same for nonprofits, by fund designation.
• Aged Receivables: open invoices past 30, 60, and 90 days, each with its contact.
• Donor Retention: the share of last year’s donors who gave again this year, broken down by giving level.

Why this matters

These answer questions neither a CRM nor a set of books can answer alone. Knowing which campaign collected the most money this quarter takes the campaign from Tormano and the payment date from QuickBooks.

Data freshness

QuickBooks syncs on a schedule, and every financial report shows the time it was current as of. Click Sync Now under Settings > Integrations > QuickBooks if you need the latest figures straight away.

Permissions

Only roles with permission to view financials can open these reports. Set that under Settings > Users & Teams.