Connect QuickBooks

Outcome: QuickBooks connected with read-only access, first sync complete, and the entities matched to the rest of your graph.

Steps

1. 1

   Open Connections and choose QuickBooks

   In your workspace, go to Connections, then Add connection, then search for QuickBooks.

2. 2

   Authenticate with read-only access

   OAuth, read-only company access. SIGNLD never requests write scopes.

3. 3

   Select what to read

   SIGNLD reads: Chart of accounts, invoices, bills, payments, customers, vendors, classes.

4. 4

   Confirm the first sync and entity matches

   Review the proposed entities once the first sync completes. Map classes or locations early if you report margin by site.

Notes

• The connection is read-only. SIGNLD does not write, update, or delete records in QuickBooks.
• Refresh cadence follows your plan. See refresh cadence for details.
• A sync consumes 1 credit per source per run.