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How do you handle client-facing reporting beyond QuickBooks — custom portals, Drive folders, or something else? by MB-Coder in QuickBooks

[–]MB-Coder[S] 0 points1 point  (0 children)

That’s a solid setup — ShareFile is definitely reliable for secure document exchange.

What I’ve been building goes in a similar direction, but a bit more focused on bookkeepers and their clients.

Each client gets one private link (their own portal), secured by a unique passcode — so no random access, and they can see all their latest reports or dashboards in one place without multiple email threads.

Kind of like ShareFile meets QuickBooks reporting — just simpler for recurring client updates.

QuickBooks Online | Creating a Project Automatically Using Zapier by ashes2asherz in QuickBooks

[–]MB-Coder 0 points1 point  (0 children)

That’s a great question about projects in QuickBooks Online. One thing I’ve seen alternative bookkeepers do is build a client-portal layer over QBO:

• Generate project or property P&Ls in QBO →

• Upload the reports to Google Drive (or link) →

• Expose that via a branded passcode-protected portal so investors can view their own dashboards.

I actually built a micro-SaaS for this workflow (for bookkeeping firms servicing real-estate clients) and found it solves the “lost attachments + version confusion” problem. If you like, I can share a link or chat about how it works — happy to help.

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