Access QuickBooks Connection Setup by navigating to the Administration Tab > QuickBooks Online Integration Settings.
QuickBooks Connection Setup
The QuickBooks connection allows your organization to import financial data from QuickBooks into the application. Once connected, QuickBooks data can be used to create QuickBooks Goals and automatically calculate Goal values.
Connecting QuickBooks
To connect QuickBooks:
Go to the Integrations area of the application.
Locate the QuickBooks integration.
Select Connect QuickBooks.
Sign in to your QuickBooks account when prompted.
Choose the QuickBooks company you want to connect.
Authorize the connection.
Return to the application.
Once the connection is complete, the QuickBooks integration will show as connected.
Connection Access
QuickBooks connections are made at the organization level.
Only one QuickBooks company can be connected to an organization at a time.
The application uses read-only access to import financial information from QuickBooks. This allows the application to use QuickBooks data for reporting and Goal calculations without making changes inside QuickBooks.
Reviewing the Connected Account
After QuickBooks is connected, the integration page may display connection details such as:
Connected company name
Connection status
Last sync date or time
Available QuickBooks data
Sync or import status
These details help confirm that the correct QuickBooks company is connected.
Imported QuickBooks Data
After the connection is established, the application can import available QuickBooks financial data.
This may include items such as:
Financial reports
Accounts
Categories
Revenue data
Expense data
Other available financial information from the connected QuickBooks company
The imported data determines which datasets and accounts are available when creating QuickBooks Goals.
Data Synchronization
QuickBooks data must be synchronized before it can be used in Goal calculations.
Synchronization may occur automatically based on your organization’s integration settings.
If newly added QuickBooks data does not appear right away, allow time for the data to sync and refresh in the application.
Using QuickBooks Data in Goals
After QuickBooks is connected and data has been imported, users with appropriate permissions can create QuickBooks Goals.
When creating a QuickBooks Goal, users will select the available dataset and account or financial item they want the Goal to track.
Disconnecting QuickBooks
If QuickBooks is disconnected, QuickBooks data will no longer synchronize with the application.
QuickBooks Goals that depend on the connection may stop receiving updated values.
Disconnecting QuickBooks may affect current and future Goal calculations that rely on imported QuickBooks data.
Things to Know
QuickBooks must be connected before QuickBooks Goals can be created.
The connection applies to the organization, not an individual user.
Only one QuickBooks company can be connected at a time.
QuickBooks data is imported into the application for reporting and Goal calculations.
The application does not update or change data inside QuickBooks.
Available datasets and accounts depend on the connected QuickBooks company.
Users must have appropriate permissions to connect, disconnect, or manage the QuickBooks integration.
