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QuickBooks

Connect an existing QuickBooks company to Business App and surface accounting insights in reporting.

Choosing the right QuickBooks connection

There are two connection options:

  • QuickBooks Online: Sync contacts and certain financial details, automate review requests from invoiced customers, communicate via Business App, and build campaigns using financial insights.
  • QuickBooks Online: Personal: Display a high-level financial summary in the Executive Report only. No contact sync or automations are available with this connection.

Connect QuickBooks​

  1. Open Business App and go to Settings → Integrations → Browse.
  2. Select the appropriate QuickBooks card.
  3. Click Connect and complete any pre-connect form if shown.
  4. Sign in to QuickBooks and approve permissions.

Manage the integration​

Use the Manage tab on the Integrations page to view status and open settings. When connected, you'll see the established connection with options to reauthorize or disconnect.

FAQ​

Can someone else connect QuickBooks for me?

No. You must sign in and complete the connection yourself.

Who can see QuickBooks data after I connect?

Only you (the person who connected your QuickBooks company) see and interact with the data synced to Business App.

How do I reauthorize an expired connection?

Open the QuickBooks integration from Integrations → Manage and follow the prompts to reconnect.