Accounting
QuickBooks
Sync accounting data so your cash position reflects what's in your books.
What it does
Connect QuickBooks to sync your accounting data into RunwayCal. Pull in invoices, expenses, and payment status so your cash position reflects what's actually happening in your books, without re-entering numbers.
Prerequisites
- A QuickBooks Online account (Simple Start, Essentials, or Plus)
- Admin access to your QuickBooks company
Step-by-step setup
1
Click Connect
- 1.In RunwayCal, go to Settings then Integrations tab
- 2.Find the QuickBooks card under "Accounting"
- 3.Click "Connect QuickBooks"
Screenshot
2
Authorize in QuickBooks
- 1.You'll be redirected to Intuit's sign-in page
- 2.Log in with your Intuit/QuickBooks credentials
- 3.Select the company you want to connect
- 4.Review permissions and click "Connect"
Screenshot
3
Verify connection
- 1.The QuickBooks card shows a green "Connected" badge with your company name.
Screenshot
What you'll see after connecting
The QuickBooks card shows a green "Connected" badge with your company name. Invoices, payments, customers, and expenses sync into your financial model.
Data synced
| Data | Description |
|---|---|
| Invoices | Invoice amounts, dates, payment status |
| Payments | Payment receipts and dates |
| Customers | Customer names for deal matching |
| Expenses | Expense categories and amounts |
Troubleshooting
Connection failed
Make sure you selected the correct QuickBooks company during authorization. You can only connect one company at a time.
Token expiring
Normal. RunwayCal auto-refreshes QuickBooks tokens.
Sandbox vs production
If you see test data, you may have connected a sandbox company. Disconnect and reconnect with your production company.