Connect QuickBooks to AskBiz

• QuickBooks Online (Simple Start, Essentials, Plus, or Advanced)
• AskBiz Growth or Business plan
• QuickBooks admin access

1. Go to /sources → QuickBooks

2. Click Connect with Intuit

3. Sign in to QuickBooks and select your company

4. Approve read-only access

5. Sync begins — first pull covers your current financial year

• Invoices — sales invoices with payment status (paid, partially paid, pending) and customer detail
• Bills — supplier bills synced directly into CFO Mode expenses, categorised by vendor and account type
• Profit & Loss — revenue, COGS, gross margin, operating expenses, net profit
• Balance Sheet — assets, liabilities, equity
• Cash Flow — operating, investing, and financing activities
• Accounts Receivable — outstanding invoices, average days to pay
• Accounts Payable — supplier balances, upcoming payments

QuickBooks Bills are synced directly into your CFO Mode → Expenses view alongside any manually entered costs. Each bill shows the vendor name, account category, amount, and due date.

Bills are deduped automatically — reconnecting QuickBooks or triggering a manual sync will never create duplicate expense rows. Rows you have manually edited in CFO Mode are never overwritten by a sync.

QuickBooks data feeds the Cash Flow Health dimension of your Business Pulse score and enables questions like:

• *'What's my net profit margin this quarter?'*
• *'Which expense category has grown fastest this year?'*
• *'How many days of cash runway do I have?'*
• *'Which customers have the oldest outstanding invoices?'*
• *'What do I owe suppliers this month?'*