QuickBooks Online
QuickBooks Online is a widely used global SME accounting platform. Monitr connects via OAuth and imports GL, accounts, and outstanding item data.
What Monitr imports from QuickBooks
| Data | Used for |
|---|---|
| General Ledger transactions | All reports and dashboards |
| Chart of accounts | Account mapping |
| Classes / Locations (dimensions) | Analytical reporting |
| Outstanding items | Outstanding Items dashboard |
Connecting QuickBooks
- Go to Integrations in the sidebar.
- Select the Accounting Software tab.
- Find the QuickBooks card and click Add.
- Click Connect.
- You will be redirected to the Intuit OAuth page. Select your QuickBooks company file and authorize access.
Supported features
| Feature | Supported |
|---|---|
| GL transactions | Yes |
| Account mapping | Yes |
| Classes & Locations (analytical axes) | Yes |
| Outstanding items | Yes |
| Fixed assets | No |
Managing the integration
Once connected, the integration card displays the name of the connected company. Click the Settings (gear) icon in the integration card title area.
Click the Settings (gear) icon to either remove the connection or delete the entire integration from Monitr.
Multi-entity setup
QuickBooks does not natively support multiple entities under a single login. If you have multiple QuickBooks companies, connect each one as a separate integration in Monitr.
Notes
- QuickBooks uses US-centric account type names. Monitr automatically maps these to the appropriate GL categories.
- The user connecting QuickBooks to Monitr must have Admin or Accounting level access in QuickBooks.