QuickBooks Integration

Connect your QuickBooks Online account to sync financial data

QuickBooks Not Configured

The QuickBooks integration requires a Client ID and Client Secret from developer.intuit.com. Please add the QUICKBOOKS_CLIENT_ID and QUICKBOOKS_CLIENT_SECRET environment variables to enable this feature.

Connection Status
Back to Financial Dashboard
Not Connected

Connect your QuickBooks Online account to sync expenses, income, and mileage directly from your financial dashboard.

Configuration required (see above)

Security & Privacy
Encrypted Tokens

Your QuickBooks credentials are encrypted with AES-256 before storage. We never store your QuickBooks password.

Per-Agent Isolation

Each agent's QuickBooks connection is completely isolated. No one else can access your QuickBooks data.

OAuth 2.0

We use Intuit's official OAuth 2.0 flow. You authorize directly with Intuit — we never see your login credentials.

Revoke Anytime

Disconnect at any time. Your QuickBooks tokens are immediately revoked and wiped from our system.

How It Works
  1. 1
    Connect

    Sign in to your QuickBooks account through Intuit's secure login.

  2. 2
    Select Data

    Choose which data to sync: expenses, commission income, or mileage.

  3. 3
    Sync

    Data is pushed to your QuickBooks. Expenses become purchases, commissions become journal entries.

  4. 4
    Review

    Check your QuickBooks to see the synced data. All sync activity is logged here.

Setup Guide

To enable QuickBooks integration:

  1. Create a free account at developer.intuit.com
  2. Create a new app (select "QuickBooks Online and Payments")
  3. Copy the Client ID and Client Secret
  4. Add the redirect URI: https://agent-ledger-kurt90.replit.app/quickbooks/callback
  5. Set the environment variables in your app settings