The QuickBooks integration, explained
QuickBooks Online holds the books. Reportly reads them, never writes to them, and turns them into the monthly pack. This page says what syncs, how often, what happens when the chart of accounts changes, and how to disconnect.
Illustrative preview — not customer data
What syncs from QuickBooks?
Reportly syncs your chart of accounts, transactions, classes, and locations from QuickBooks Online. As a result, your P&L, balance sheet, and cash data arrive structured and current. You map accounts to departments once. After that, everything flows automatically.
How to connect QuickBooks to Reportly
The connection takes three steps and a few minutes:
Authorize
Click Connect and approve access through Intuit's official authorization flow.
Map once
Assign accounts to departments, projects, or locations.
Done
Actuals sync automatically from then on.
Our connect QuickBooks tutorial walks through every click with screenshots.
Is the connection secure?
Yes. Reportly uses Intuit's authorized integration framework. Your QuickBooks credentials never touch Reportly's servers. Additionally, data is encrypted in transit and at rest. You can disconnect instantly, at any time, from either side. Full details live on our security page.
What can you do once connected?
The monthly pack in your format from the first month. Budget against actuals with a budget you upload, or a budget built in Reportly. Anomaly review before the pack is finalised: unusual account movements, large postings from new vendors, likely duplicates, postings into a reported month.
When the chart of accounts changes
Reportly detects new, renamed and merged accounts on every refresh and shows a re-map list before the pack is produced. Nothing breaks silently.