FinShare documentation
Everything about requesting reports, approving them and building on the API.
Getting started
- What FinShare doesRequest financial reports from a business's QuickBooks Online with the owner's approval, checked against QuickBooks' own totals.
- Create an account and send your first requestSign up, pick a package or build your own report list, set the access terms and send the owner their link.
- What the owner seesThe email, review page, promises and approval step a business owner goes through when you send a request.
Requests
- Report typesThe ten QuickBooks Online reports FinShare can pull, and which periods, basis and column options each one supports.
- Periods and basisHow report periods are set relative to a period end, every period kind, fiscal years, accrual vs cash, and columns.
- Access windows and refreshHow long FinShare may hold the connection, approve-each vs standing approval, and refreshing the same periods.
- Roll forwardMove a request's period end to a later month and pull the new periods, in full or just the new months.
- Downloads and formatsDownload reports as Excel, CSV or JSON, what each format contains, and what happens to reports that weren't delivered.
- Request statusesWhat each request, round and report status means, what needs your attention, and the emails you'll get.
For business owners
- Approving a requestSomeone asked for reports from your QuickBooks. What you're looking at, what each choice does, and how to approve or decline.
- Managing and revoking accessSee what you've shared, revoke one requester, disconnect QuickBooks entirely, or reconnect. No account needed.
- What FinShare can and cannot seeWhy Intuit's screen says general access, what FinShare actually reads, what it records, and what happens after delivery.
Trust and security
- Tie-outThe checks every report passes before delivery, where to see the result, and what tie-out does not tell you.
- SecurityRead-only QuickBooks access, encryption at rest, immutable reports, owner links, API keys and data retention.
- Audit logWhat FinShare records for every request, approval, pull and download, and where you can see it.
Your account
API
- AuthenticationAPI keys, the bearer header, error responses and idempotency for the FinShare v1 API.
- Creating requestsCreate requests, re-send owner links, track status, refresh and roll forward, and download reports over the API.
- WebhooksEvery webhook event, the payload format, Standard Webhooks signature verification, and retry behavior.
- EmbeddingPut FinShare behind a button in your own product with return_url, consent_url and webhooks.
- Connector modeLet an owner connect QuickBooks once to your app and send reports with a click. Enabled per account.