Automate Your Financial Reports with Make.com: Step-by-Step Guide

Want to run a more efficient accounting firm? Book a FREE Consultation 👉👉 https://opzer.co/ Top 10 accounting practice management tools (FREE REPORT): https://opzer.co/resources/practice-management-software-benchmark/ Connect with me: Newsletter (monthly accounting automation tips): https://opzer.co/newsletter/ LinkedIn: https://www.linkedin.com/in/isaac-perdomo/ YouTube: https://www.youtube.com/@opzerco ⏰ Timestamps: 0:00 – Automate Financial Reports with QuickBooks + Make 1:31 – Step-by-step walkthrough in Make 3:21 – How to pull the data via API 7:55 – Accessing and calculating key report metrics 14:56 – Sending weekly reports automatically About this video: In this tutorial, you'll learn how to automate QuickBooks Online financial reports using Make.com (formerly Integromat), and turn them into customizable, client-ready weekly reports without needing your team to touch a spreadsheet. We'll cover pulling P&L and balance sheet data using QuickBooks' API, setting up Make scenarios, formatting the results with calculations, and sending the finished report via email. If you're an accounting firm looking to save time, increase reporting accuracy, and add a scalable advisory service line — this workflow is a game-changer. Watch to learn how to turn financial data into automation that delivers real ROI. Thanks for watching, Isaac Perdomo, Opzer