Connectors

Vantway Reports for QuickBooks Online

Last updated September 24, 2026

Vantway Reports is the connector we use to read financial reports from a client's QuickBooks Online company file. It reads two reports, the profit and loss and the balance sheet, so we can build the monthly reporting your firm has engaged us for. It never writes to your books, and you can disconnect it at any time from inside QuickBooks.

01

What it reads

Once connected to a company file, Vantway Reports requests two standard QuickBooks Online reports through Intuit's API:

  • Profit and loss for a month, to pull the income lines.
  • Balance sheet as of a month end, to pull bank account balances.

That is the whole list. It does not read customer, vendor or employee records, transactions, attachments or payroll, and it does not create, change or delete anything in QuickBooks. Reads happen on your firm's request, typically once a month after the books are closed.

02

Who can connect it

Intuit only lets the Primary admin or a Company admin of a QuickBooks Online company file authorize an app. Each company file is connected separately, and each connection is tied to the person who clicked Connect. If that person leaves, disconnect and reconnect as a different admin.

03

Connecting

We send the admin a link. Intuit shows a page headed "Connecting Vantway Reports to [your company name]". Select Connect. That's it; there is nothing to install and no password to share with us. If you have more than one entity, repeat once per company file.

If you landed here after connecting, the connection is live. Your Vantway contact will confirm the first report pull.

04

Disconnecting

In QuickBooks Online, go to Apps, open My apps, find Vantway Reports and choose Disconnect. Intuit revokes our access immediately; we cannot read anything from that file again unless an admin reconnects. Tell your Vantway contact so we stop the monthly pull and remove the stored connection on our side.

If you landed here after disconnecting, our access to that company file has already ended.

05

How we handle the data

  • The connection token for each company file is stored encrypted and used only to run the reports your firm asked for.
  • Report data is used only to produce your firm's deliverables. It is not shared with anyone outside your firm, not combined with other clients' data, and not used to train anything.
  • We keep report outputs for the duration of the engagement and delete stored connections when an engagement ends or when you disconnect.

The full picture is in our Privacy Policy and Terms of Service.

06

Support

Questions about the connector

Email us and a person replies, usually the same business day.

EntityHB Creative Inc., dba Vantway