TormanoWhen QuickBooks is connected, Tormano surfaces read-only financial reports that combine CRM data with QuickBooks ledger data on the Reports > Financials tab.
Available financial reports
- Profit & Loss — sourced from QuickBooks, sliced by date range.
- Revenue by Campaign — joins CRM campaign data with QuickBooks invoice data.
- Revenue by Fund — the same idea for nonprofits, joins fund designations with QuickBooks revenue.
- Aged Receivables — open invoices older than 30/60/90 days, with the contact attached.
- Donor Retention — % of last-year donors who gave again this year, sliced by giving level.
Why this matters
These reports answer questions a pure CRM or pure ledger can't answer alone. "Which campaign produced the most actual collected revenue this quarter?" requires combining campaign attribution (CRM) with payment timing (from QuickBooks).
Data freshness
QuickBooks auto-sync runs on a schedule, and financial reports show "as of" timestamps so you know how fresh the data is. Use Sync Now on the QuickBooks integration page (Settings > Integrations > QuickBooks) if you need to pull the latest numbers immediately.
Permissions
Financial reports are gated to roles with the financials read permission. Configure which roles have it under Settings > Users & Teams.