Learn how to connect your QuickBooks accounting account to enable data exports with CountingKit.
Connecting your QuickBooks account allows you to export valuable accounting data to Google Sheets for analysis, reporting, and business intelligence. This integration enables you to track invoices, customers, vendors, payments, and financial reports automatically.
Before connecting your QuickBooks account, make sure you have:
Follow these steps to connect your QuickBooks account:
From your dashboard, go to the "Connections" section and select "QuickBooks" or click the "Connect" button if you haven't connected any QuickBooks accounts yet.
Click the "Connect QuickBooks Account" button to begin the authorization process.
You'll be redirected to QuickBooks to authorize the connection. If you have access to multiple QuickBooks companies, you'll be asked to select which company you want to connect.
Review the requested permissions and click "Authorize" to proceed. You may need to log in to your QuickBooks account if you're not already logged in.
After authorization, you'll be redirected back to our platform where you'll see a confirmation that your QuickBooks company has been successfully connected.
The connection process requires admin permissions for your QuickBooks company. If you don't have admin access, you'll need to ask an administrator to complete this process.
When connecting your QuickBooks account, you'll be asked to grant specific permissions. Here's what each permission allows us to do:
| Permission | What it allows | Why it's needed |
|---|---|---|
| Read accounting data | Access your accounting transactions and records | To export invoices, bills, payments, and purchase transactions |
| Read customers | Access your customer information | To export customer details and relationship data |
| Read vendors | Access your vendor/supplier information | To export vendor details and relationship data |
| Read reports | Access your financial reports | To export Profit & Loss, Balance Sheet, and other financial reports |
| Read company data | Access your company information | To identify which QuickBooks company the data belongs to |
We only request read-only access to your QuickBooks data. Our integration cannot modify your accounting records, create transactions, or make any changes to your QuickBooks company.
After connecting your QuickBooks account, you can manage your connection from the QuickBooks Integration dashboard:
The QuickBooks Integration dashboard shows important information about your connected company:
If you have access to multiple QuickBooks companies, you can connect each one separately:
Each company will appear as a separate connection, allowing you to export data from multiple QuickBooks companies.
If you encounter connection issues or need to refresh your authorization, you can reconnect your QuickBooks company:
Reconnecting is useful if you've changed permissions in QuickBooks or if your connection is experiencing issues.
To disconnect your QuickBooks company from the integration:
Disconnecting your QuickBooks company will delete all connected QuickBooks services and any configured exporters. This action cannot be undone.
If you encounter issues during the authorization process:
QuickBooks access tokens can expire. If your connection shows as expired:
If some of your QuickBooks companies aren't appearing:
After successfully connecting your QuickBooks account, you can:
