How it works

A request for reports, approved by the owner, delivered as files that tie out.

Here is every step, on both sides, with the real screens. The short version: you ask for a list, the owner approves the list, and FinShare does the pulling and the checking.

Create a free account Read the setup guide

How a request moves

From request to tied-out files

Nothing is read from QuickBooks until step four.

01 · You
Send a request
Reports, periods, basis and how long you need access.
02 · Owner
Reviews the list
Sees who is asking and exactly what for.
03 · Owner
Connects QuickBooks
Signs in to Intuit and picks the company.
04 · Owner
Approves
Can shorten the access window first.
05 · FinShare
Pulls and checks
Reads each report and ties it out.
06 · You
Download
Excel, CSV or JSON, plus a timeline of who did what.

Show as a list

Step	Who	What happens
1	You	Send a request. Reports, periods, basis and how long you need access.
2	Owner	Reviews the list. Sees who is asking and exactly what for.
3	Owner	Connects QuickBooks. Signs in to Intuit and picks the company.
4	Owner	Approves. Can shorten the access window first.
5	FinShare	Pulls and checks. Reads each report and ties it out.
6	You	Download. Excel, CSV or JSON, plus a timeline of who did what.

Choose the reports

Name who has the QuickBooks, then pick a package or build your own list. Every report gets a period and, where it applies, a basis. Periods are set relative to a period end, so 'trailing twelve months' stays correct when you roll forward.

Step two of a new FinShare request: six report packages including due diligence, quality of earnings, proof of cash and lender package.

Send it, and keep track

FinShare emails the owner a private link, or gives you the link to send yourself. Your requests list shows each one's status and what happens next.

FinShare's requests list: four requests, two waiting on the owner and two active with reports ready to download.

III

The owner reviews the request

No account and nothing to install. They see who you are, your message, each report and period written out as dates, how long you've asked for access, and FinShare's promises.

The page a business owner sees: who is asking, their message, the exact reports and periods requested, how long access lasts, and FinShare's promises.

They connect QuickBooks and approve

The owner signs in to Intuit, confirms which company they connected and approves. They can shorten the access window before they do. Nothing is read from QuickBooks until this point.

The owner's confirm step: connected to Second Street Bakery, their name and email, an access period of two months, and an Approve and share button.

Reports arrive, tied out

Each report is pulled read-only, checked against QuickBooks' own totals and delivered as Excel, CSV or JSON. The timeline records who approved what, and when.

A delivered FinShare request for Sample Landscaping Co: seven reports, each marked Ties out with Excel, CSV and JSON downloads, and a timeline showing the owner's approval.

The owner can see and stop it at any time

Their sharing page lists every report delivered, when access ends and a button to revoke. When access ends, FinShare revokes its own QuickBooks connection.

The owner's sharing page: shared with Harbor Point Advisors, approved October 28, 2026, a list of reports delivered, and buttons to revoke access or disconnect QuickBooks.

After the first pull

Roll forward when the month closes.

Refresh a request to pull the same periods again, or roll it forward to a later period end. The owner approves each update, unless you asked for standing access and they agreed to it.

Interactive

Rolling a trailing-twelve-month request forward

Periods are set relative to the request's period end, so moving the end moves every report with it.

JJul

2025

AAug

SSep

OOct

NNov

DDec

JJan

2026

FFeb

MMar

AApr

MMay

JJun

JJul

AAug

SSep

OOct

NNov

Trailing 12 months ending September 30, 2026

Show as a table

Period end	Trailing 12 months covers
September 30, 2026	Oct 2025 – Sep 2026
October 31, 2026	Nov 2025 – Oct 2026
November 30, 2026	Dec 2025 – Nov 2026

A full roll forward pulls every report for the new period. In incremental mode, FinShare pulls only the new months for date-range reports. Either way the owner approves the update, unless they agreed to standing access.

Interactive · Illustrative dates

Access with an end date

A 90-day approval starting October 1. Revoke early to see what changes.

Approved, first pull

Roll forward to Oct 31

Roll forward to Nov 30

Ends Dec 30

Each pull happens inside the window. On day 90 access ends without anyone having to remember.

Show as a list

Day	Event
0	Approved, first pull
34	Roll forward to Oct 31
64	Roll forward to Nov 30
90	Access ends; FinShare revokes its QuickBooks connection

When access ends, on the date or because the owner revoked it, FinShare revokes its QuickBooks token, unless another live approval still needs that company. Reports already delivered stay with the requester.

Packages

Start from a package, then adjust.

Six packages are built in. Save your own set as a template once you have one you use often.

Due diligence

What a buyer or advisor needs to start.

Profit and Loss, last 3 fiscal years, by year
Profit and Loss, trailing 12 months, by month
Balance Sheet, as of period end
General Ledger, trailing 12 months
A/R Aging Summary
A/P Aging Summary

Quality of earnings

Everything a QoE analyst rebuilds from.

Profit and Loss, 36 months, by month
Balance Sheet, 36 months, by month
General Ledger, 36 months
Trial Balance, last 3 fiscal years
Cash Flow, 36 months, by month
A/R Aging Detail
A/P Aging Detail
Sales by Customer, 36 months, by year

Proof of cash

Reconcile bank activity to the books.

General Ledger, trailing 12 months
Profit and Loss, trailing 12 months, by month, cash basis
Profit and Loss, trailing 12 months, by month, accrual
Balance Sheet, trailing 12 months, by month
Cash Flow, trailing 12 months, by month

Lender package

Annual and year-to-date financials.

Profit and Loss, last 2 fiscal years, by year
Profit and Loss, fiscal year to date, by month
Balance Sheet, as of period end
Cash Flow, fiscal year to date, by month
A/R Aging Summary

Monthly financials

The month just closed. Pairs with roll forward.

Profit and Loss, latest month
Balance Sheet, as of month end
Trial Balance, latest month

Year-end / tax

The last complete fiscal year.

Profit and Loss, last fiscal year
Balance Sheet, as of period end
Trial Balance, last fiscal year
General Ledger, last fiscal year

Reports

Ten QuickBooks Online reports.

Report	Period	Basis	Columns
Profit and Loss	Date range	Accrual or cash	Total, month, quarter or year
Balance Sheet	Date range or as of a date	Accrual or cash	Total, month, quarter or year
General Ledger	Date range, pulled month by month	Accrual or cash	—
Trial Balance	Date range	Accrual or cash	Total, month, quarter or year
Statement of Cash Flows	Date range	—	Total, month, quarter or year
A/R Aging Summary	As of a date	—	—
A/R Aging Detail	As of a date	—	—
A/P Aging Summary	As of a date	—	—
A/P Aging Detail	As of a date	—	—
Sales by Customer Summary	Date range	Accrual or cash	Total, month, quarter or year

Periods and basis, in detail

Send your first request today.

Sending a request is free; you pay only when the owner says yes. Nothing to install, and the owner needs only QuickBooks Online.

Create a free account See how it works