Customer review
RunwayCal compares QuickBooks customers with existing deals and suggests a match for you to review.
QuickBooks + RunwayCal
Connect one QuickBooks Online company, review the supported records RunwayCal can read, and choose which customers and received invoice payments become RunwayCal deals and receipts. QuickBooks stays the accounting system, and RunwayCal does not write back.
What connects
RunwayCal can read customers, recent invoices and payments, bank-account context, vendors, employees, and recent bills. Today, the records you can approve into RunwayCal are customers and supported received invoice payments.
Invoice receipt review
After a customer is linked or added as a deal, you can review supported received invoice payments before creating receipts.
Accounting context
You can inspect bank accounts, vendors, employees, bills, payments, and recent invoices. RunwayCal does not turn all of them into planning records.
Connection controls
You decide when to refresh, what to approve, and when to disconnect. RunwayCal refreshes the OAuth token when required.
Without QuickBooks connected vs with QuickBooks connected
Without QuickBooks connected
- Export customer and invoice records before reviewing them
- Match customers to deals by hand
- Track where each approved receipt came from outside RunwayCal
With QuickBooks connected
- Read supported QuickBooks Online records through a secure connection
- Review suggested customer and deal matches
- Approve supported received invoice payments as RunwayCal receipts
- Keep QuickBooks as the accounting system of record
Who uses this connection
Owners keeping books and planning separate
Keep accounting in QuickBooks while reviewing selected customers and receipts in RunwayCal.
Finance teams reducing repeat entry
Match supported customers and invoices to existing deals instead of typing them again.
Advisors working company by company
Connect each QuickBooks company to the right RunwayCal organization without mixing client data.
Connection boundary
RunwayCal uses QuickBooks OAuth accounting access to read supported records. It never changes QuickBooks. When you approve an import, RunwayCal can create or link deals and add staged receipts while keeping QuickBooks record IDs to prevent duplicates.
OAuth connection · review before import
Keep the books in QuickBooks. Choose what enters RunwayCal.
QuickBooks Online keeps the books. RunwayCal lets you review the supported records that are useful for planning without re-entering them.
When you refresh, RunwayCal reads the supported QuickBooks records and suggests customer matches. You decide whether to link an existing deal, create one, add supported receipts, or skip the suggestion.
Bills, expense categories, employees, and bank-account records can add context, but they do not all become RunwayCal planning records.
Disconnecting removes the saved authorization and QuickBooks links from RunwayCal deals. It does not delete the QuickBooks company or change its books.
Use QuickBooks for accounting history and compliance. Use the RunwayCal connection to review which supported records should become operating-planning inputs.
Review QuickBooks data in RunwayCal
Connect the supported account, inspect available data, and approve what enters RunwayCal.