How It Works

Scrutinize analyzes your accounting data looking for patterns associated with clerical errors, integration issues or potentially fraudulent behavior. You then receive a custom report with all of the transaction analysis.

We recommend using the QuickBooks Online direct integration to run reports, but you can also manually upload files for review by following the directions below.
Step 1 - QBO Reports
Log into QuickBooks and export the reports below to Excel.
  • Account List
  • Customer Contact List
  • Vendor Contact List
  • General Ledger, adding:
    • Account
    • A/R Paid
    • A/P Paid
    • Clr
    • Created By
    • Create Date
    • Last Modified By
    • Last Modified
Step 2 - File Upload
Click New Report on the Reports page and follow the instructions to upload your files.
Step 3 - View Report
Click on the report line and start Scrutinizing!
Still have questions? Email us for further assistance.

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