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Supported Features

Cost Aggregation
This service is used for retrieving cost (spending) data only. Account information is not retrieved.

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Integration Setup

  1. Search for Quickbooks in the integrations page.
  2. Click Connect. Click the Connect button
  3. You will be redirected to the Quickbooks (Intuit) login page. Enter your login email address or user ID and password, then click Sign In. Quickbooks login screen
  4. Next, verify your identity. Click on the field showing your registered email address and a 6-digit verification code will be sent to that address. Identity verification screen
  5. Enter the 6-digit code and click Continue to start the integration. Code entry screen
  6. Once the integration with Quickbooks is successful, registered user information will appear in the account list. If the integration did not complete successfully, click Edit from the Status tab on the integrations page. Try connecting again. If the issue persists, please contact us via chat.
Last modified on July 17, 2026