When QuickBooks is connected, Tormano surfaces financial reports that combine CRM data with QuickBooks ledger data.
Available financial reports
- Profit & Loss — sourced from QuickBooks, sliced by date range.
- Revenue by Campaign — joins CRM campaign data with QuickBooks invoice line items.
- Revenue by Fund — same idea for nonprofits, joins fund designations with QuickBooks Class data.
- Aged Receivables — open invoices older than 30/60/90 days, with the contact and last activity 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 GL can't answer alone. "Which campaign produced the most actual collected revenue this quarter?" requires combining campaign attribution (CRM) with payment timing (GL).
Data freshness
QuickBooks sync runs every hour. Financial reports show "as of" timestamps so you know how fresh the data is. Force a sync from Settings > Integrations > QuickBooks > Sync Now if you need real-time numbers.
Permissions
Financial reports are gated to roles with financials:read permission. By default Admin and Manager get it; configure per-role in Settings > Roles & Permissions.