CoDesk and QuickBooks
Put the money next to the work, so a question about a client gets an answer with a figure in it.
What it reads
- Invoices, what they were for, and whether they have been paid
- Expenses and bills against each customer or project
- Customers and the history of what you have billed them
- Profit and loss totals for the periods you ask about
Only ever what the credentials you supply can already see. Connecting QuickBooks does not widen anyone’s access to it.
What you can ask once it is connected
- “What is overdue, and how overdue?”
- “How much have we invoiced this client this quarter?”
- “Which customers cost us more than they pay us?”
- “What did we spend on this project outside payroll?”
Better with a second tool
Most questions worth asking cross two systems. QuickBooks pairs particularly well with:
- Jira — “Are we making money on this client?”
- Slack — “Who is chasing this invoice, and what did they last say?”
- Meta — “Did the ad spend bring in more than it cost?”
What it can change
Nothing. CoDesk reads your books and never writes to them. There is no draft-and-approve path for accounting records and no plan for one: the risk of a wrong entry in a ledger is not worth the convenience, and your accountant would rather we stayed out.
What connecting it needs from you
Read access to your company file. CoDesk needs no ability to create, edit or void anything, and is not granted it.
Next
See every tool CoDesk connects to, read how a question becomes an answer, or ask us whether your setup fits.