Best for
Best TDR reporting tool for QuickBooks users (2026)
If your GSA invoices live in QuickBooks, the tool to want reads them where they are and remembers how each QuickBooks item maps to your contract. TDR Prep connects to QuickBooks Online directly. TDR Preflight connects QuickBooks Online read-only inside its workspace and sells the reviewed month on top. TDR Filer and the SRP file upload start from a file you export. In every case the contract holder uploads and certifies in SRP.
TDR Prep wrote this list and is on it, listed first. What QuickBooks users need, and the criteria the list is ordered on, come before it.
Needs
What QuickBooks users need from a TDR tool
- Read the invoices where they already are
- QuickBooks Online holds the invoices and sales receipts. A tool that pulls a date range straight from the company file saves building a report and an export by hand at the start of every month.
- Respect the reporting basis
- QuickBooks records a payment against a whole invoice rather than against its lines, so a pull straight from the books reports on invoice date. A holder who reports on payment date needs a CSV route as well.
- Turn QuickBooks items into contract items
- A QuickBooks item name is not a reportable line. Each item needs the SIN, unit of measure, manufacturer and part number that match your contract, and that match should be kept for next month.
- Cover QuickBooks Desktop too
- Desktop has no online connection, so its Sales by Item Detail report has to come in as a file, with its columns matched once and remembered.
Criteria
What this list compares
- How the books are read
- A direct QuickBooks Online pull, a read-only connection inside a service, or an export you make.
- Mapping that carries over
- Whether an item matched once stays matched the next month.
- Published price
- As each provider prints it on its own page.
The list
Ranked for QuickBooks users
1. TDR Prep
Connect the QuickBooks Online company once and pull invoices and sales receipts for the month; the connection refreshes itself, so there is no monthly re-authorizing. Lines arrive with description, quantity, unit price and total. Each QuickBooks item is matched once to its SIN, unit, manufacturer and part number, and every line is checked against the SRP file rules before a file exists. Desktop users drop the Sales by Item Detail report as a CSV and match its columns once.
Published price: $99, $149 or $249 a month; import, mapping and validation are free with no card
Starts from: QuickBooks Online or a CSV export
Upload and certification: The contract holder uploads the file to SRP and certifies it there. TDR Prep never files.
Fits: Holders who invoice GSA orders in QuickBooks Online or Desktop and prepare the month in-house.
2. TDR Preflight
TDR Preflight lists read-only QuickBooks Online among its intake options, connected inside its workspace. Its paid offer is a reviewed-file service whose page is written for hourly and labor-hour services work, and it says several transaction types block.
Published price: $5,000 for one reviewed month; $24,000/year for annual workspace access
Starts from: CSV or XLSX, and read-only QuickBooks Online
Upload and certification: Its page says the customer reviews the output and submits it.
Fits: Services holders on QuickBooks Online who want one reviewed month and an evidence package, and budget for it as a project.
3. TDR Filer
TDR Filer starts from a CSV or XLSX export. A QuickBooks user runs a sales report and exports it each month; its page says the subscription saves the column mapping and item data and applies them to next month’s export.
Published price: $79/month
Starts from: CSV or XLSX exports
Upload and certification: Its page says the customer uploads the output to SRP.
Fits: QuickBooks users who already keep a monthly export in a fixed column layout.
4. SRP directly
SRP has no QuickBooks connection. You type each GSA invoice into the form, or build an upload file from your own export and its columns.
Published price: Free
Starts from: Typed into the form, or a file you build yourself
Upload and certification: The contract holder enters or uploads the report and certifies it.
Fits: Holders with a handful of GSA invoices a month.
SRP directly: its own page · TDR Prep vs reporting directly in SRP
Quick answer
Which one fits your situation
| Your situation | Look at |
|---|---|
| QuickBooks Online, reporting on invoice date | TDR Prep |
| QuickBooks Desktop, or reporting on payment date | TDR Prep through a CSV export |
| Labor-hour services and you want someone else to review the month | TDR Preflight |
| Two or three GSA invoices a month | SRP form entry |
Questions
Frequently asked questions
Does TDR Prep work with QuickBooks Desktop?
Yes, through the CSV lane. Export the Sales by Item Detail report, drop it in, and match its columns once; the match is remembered for next month’s export from the same report.
Which date does the QuickBooks Online pull report on?
Invoice date. QuickBooks records payments against whole invoices rather than lines, so a holder who reports on payment date uses the CSV lane instead.
Does connecting QuickBooks send anything to SRP?
No. TDR Prep has no connection to SRP. It reads your sales; the contract holder uploads the finished file and certifies it in the portal.
Sources
Where these facts come from
- GSA — Help with TDR
Transaction-level reporting, the product data each line must match, and the "cannot find items" troubleshooting steps.
- SRP user manual — report data by file upload
File upload for many orders or lines; reports go in chronological order and an upload with an unreported earlier month is rejected.
- TDR Preflight — offer, pricing and scope
Hourly/labor-hour services scope; $5,000 one-month reviewed file; $24,000/year workspace; CSV/XLSX and read-only QBO intake; the workspace is access only, with ongoing expert preparation scoped separately; several transaction types block; the customer submits.
- TDR Filer — product page
File preparation and validation from CSV/XLSX; service lines supported (labor category, hours, rate; manufacturer and part number blank); the subscription saves column mapping, contract values and item data and applies them to next month's export; zero-sales months recorded with a Form Entry step; months without a recorded submission shown with due dates; the customer uploads to SRP.
- TDR Filer — pricing and comparison
The published price: $79/month.
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