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.
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.