The QuickBooks integration, explained
QuickBooks holds your actuals. Reportly turns them into plans and reports. This page explains exactly how the connection works: what syncs, how often, and how security is handled. For what you can build on top, see QuickBooks reporting.
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?
Everything downstream gets easier. Budgets draft from real history in budgeting and forecasting. Reports build themselves in financial reporting. Moreover, variance alerts fire from live actuals, not last month's export.
QuickBooks integration FAQ
See it on your own numbers
Reportly is in early access. Join the waitlist to get in first, with early-access pricing.