Internal App
QBO Workpaper Prep
A Saber CPA & Advisory internal tool for preparing QuickBooks Online report packets and Excel workpapers.
App status
Built for firm-controlled workpaper preparation.
This app is intended for authorized Saber team members and approved client engagements. It reads QuickBooks Online accounting reports only after an authorized user connects a company through Intuit OAuth.
01
Connect an authorized QuickBooks Online company.
02
Pull accounting reports for the selected tax year and basis.
03
Generate a Saber workpaper workbook for preparer and reviewer use.
04
Review and upload final workpapers through Saber-controlled systems.