Margin Machine

QuickBooks connection

Connected: Brightline Studio

QuickBooks cash reports book into your dashboard once each account has a category. A month reads Final only when QuickBooks shows it reconciled or its closing date covers it.

Margin Machine only reads your books. QuickBooks grants an accounting permission that allows both reading and writing; the dashboard does not create or change transactions.

Review QuickBooks account categories

Reconnect QuickBooks

First report month: August 2025.

First report month

QuickBooks is read from this month on. Money already read stays in every later read, so a later month never drops it. Without a choice the read covers the last 13 months, from the first of them you have not closed.

Save first month

Disconnect QuickBooks

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