Your books are accurate. Your bookkeeper is good. And you still cannot answer a simple question on Monday morning without exporting something to a spreadsheet. That is the problem this integration solves: QuickBooks Online is an excellent ledger and a poor management report, and the gap between the two is where most owner-operators lose visibility into their own company.
We connect to the objects that actually carry the money: the chart of accounts, invoices and the payments applied against them, vendor bills, expenses and their billable flags, deposits and payouts, customers and vendors. These are pulled on a schedule and can be pulled on demand when somebody needs the current picture before a meeting rather than after one.
Raw ledger transactions are not a report, so we do not stop at the sync. Projectors sit on top of the synced data and turn transactions into the revenue and expense figures a weekly scorecard needs, on the period boundaries your business actually operates on. The scorecard reads from the projected figures. The ledger stays untouched.
The connection is OAuth 2.0 with a dedicated callback route. In plain terms: you click connect, you land on an Intuit screen, you approve the company file, and Intuit hands our build a token. No one types your QuickBooks password into anything we own, and you can pull the authorization back from your side at any time.
After that, sync runs on a schedule and on demand. Every run records what it pulled and whether it succeeded, and the connection health and last-sync status are surfaced in the interface where an operator will see them. A sync that has silently stopped is worse than no sync at all, because people keep trusting the number.
The piece that makes it usable is the chart-of-accounts mapping editor. You decide which QBO accounts feed which reporting line, in a screen your controller can maintain without an engineer. We do not impose a template on your books and we do not ask you to renumber your accounts. Your mapping is a document you own, and the projectors respect it every run.
On the payables side, the same connection carries workflow: coding vendor bills, setting billable expense flags correctly at entry, and finding unbilled charges that should have gone out on a customer invoice and never did. That last one is not analytics. It is money that was already earned and never sent.
An administrator on the QuickBooks Online company file who can complete the OAuth authorization. That is the access requirement, and it is the only credential exchange in the build. We do not need your login and we do not want it.
We also need one person who can answer mapping questions: which accounts belong on which reporting line, what counts as revenue for your purposes, and which expenses you treat as pass-through. Typically that is a controller or an outside accounting firm. An hour of their attention at the start prevents a scorecard nobody believes.
Into a database in your accounts, under your access controls. The connection uses Intuit's OAuth 2.0 flow, which means you authorize it from inside QuickBooks and you can revoke it from inside QuickBooks without calling us. We store the transactions we need for reporting and the mapping you define. Your books stay the system of record.
Read first, always. Reporting, scorecards, and mapping are read-only against your ledger. Write-back is scoped deliberately and only where you ask for it, typically in AP workflows such as coding a vendor bill or flagging a billable expense. Nothing writes to your books without a person approving it.
That is the normal condition and it is the reason for the mapping editor. Rather than forcing you to restructure your books, we let you decide which QuickBooks accounts feed which reporting line. If three expense accounts belong on one scorecard row, you say so once and the projectors follow that rule from then on.
You do. It is a custom build that runs in your accounts, with a named owner on your staff trained to operate it. There is no license to keep paying us for, and no vendor lock that makes the numbers disappear if you stop working with us.
Usually the sync, and usually quietly, which is the real danger. That is why the build surfaces connection health and last-sync status where an operator can see it instead of burying it in a log. When a token expires or an endpoint changes shape, you find out from the dashboard, not from a scorecard that has been wrong for three weeks.
Start with a complimentary industry analysis. You leave with the one project worth deploying first.
Schedule a Consultation