How do I connect QuickBooks?

Question

Accepted Answer

On a computer: Connections → Bring in your history → QuickBooks → Bring in your history → sign in at Intuit → approve → you bounce back to "See what will come over".

On your phone: Connections → Bring in your history → QuickBooks → Bring in your history.

QuickBooks imports history once, then disconnects; it does not keep syncing. After Intuit approval, review “See what will come over” before anything is written: payments, sales, existing matches, customers, expenses, supplier payments and unpaid bills. Unpaid invoices stay in QuickBooks; the preview shows what is owed on each.

Supplier payments become expenses on their payment dates, with QuickBooks categories. Unpaid balances become Bills; partial payments keep the expense and remaining bill separate. Bank matches are counted once. Choose Bring it in, or cancel and disconnect. Completion disconnects QuickBooks and sends a notification. Undo is available for seven days in Recent imports.

An Intuit “create a company” wizard means that login has no QuickBooks Online company yet; complete that step at Intuit. Connecting another accounting system warns you first to avoid double-counting.