QuickBooks

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

Go to Settings and click Connect QuickBooks

1. 1.In RunwayCal, click "Settings" in the left sidebar
2. 2.Click the "Integrations" tab at the top
3. 3.Scroll down to the "Accounting" section
4. 4.Find the QuickBooks card and click "Connect QuickBooks"

2

Log in to your Intuit account

1. 1.You will be redirected to Intuit's sign-in page
2. 2.Enter your Intuit/QuickBooks email and password
3. 3.Click "Continue"
4. 4.If prompted for two-factor authentication, complete the verification

3

Authorize RunwayCal to access your QuickBooks data

1. 1.You will see a consent screen showing the RunwayCal logo connecting to QuickBooks
2. 2.Review the data sharing details (click "Show details about data" to see what RunwayCal will access)
3. 3.RunwayCal reads your invoices, payments, customers, and expenses. It never modifies your QuickBooks data.
4. 4.Click "Connect" to authorize

4

Verify connection in RunwayCal

1. 1.You will be redirected back to RunwayCal
2. 2.The QuickBooks card should show a green "Connected" badge
3. 3.Your QuickBooks company name will appear below the badge
4. 4.You may see an amber "Token expiring" indicator. This is normal. RunwayCal auto-refreshes your QuickBooks token.

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

Troubleshooting