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By the end of this guide, you will have connected PlaneConnection to QuickBooks Online, configured data sync options, and verified the connection.
This feature requires administrator or workspace owner permissions. Changes made here affect all users in your workspace.
You need the Admin role and an active QuickBooks Online subscription. A QuickBooks Company ID is required for the OAuth connection.

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Prerequisites

  • An active QuickBooks Online account (Simple Start, Essentials, or Plus).
  • Admin access to both PlaneConnection and QuickBooks Online.
  • Your QuickBooks Company ID (found in QuickBooks under Company Settings).

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Connect QuickBooks

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Step 1: Navigate to the QuickBooks settings page
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Go to Ops > Settings > Integrations > QuickBooks or Ops > Accounting > QuickBooks > Setup.
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Step 2: Start the OAuth flow
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Click Connect with OAuth. You are redirected to Intuit’s authorization page.
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Step 3: Authorize PlaneConnection
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Sign in to your QuickBooks Online account and authorize PlaneConnection to access your company data. Click Connect to grant access.
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Step 4: Configure sync data types
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After returning to PlaneConnection, toggle the data types you want to synchronize:
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Data TypeDirectionDefaultInvoicesPlaneConnection to QuickBooksEnabledExpensesPlaneConnection to QuickBooksEnabledPaymentsQuickBooks to PlaneConnectionEnabledChart of accountsQuickBooks to PlaneConnectionOn setup
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Step 5: Set the sync frequency
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Choose how often data synchronizes:
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OptionDescriptionHourlySyncs every hour (recommended for active ops).Every 6 hoursModerate sync frequency.DailyOnce per day at midnight UTC.Manual onlySync only when you click Refresh.
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Step 6: Map chart of accounts
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Map PlaneConnection cost categories to your QuickBooks chart of accounts:
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PlaneConnection CategoryMap to QuickBooks AccountFuelFuel ExpenseLanding FeesAirport FeesHandlingGround Handling ExpenseCrew CostsCrew Payroll / ContractorCateringCatering ExpenseOtherMiscellaneous Expense
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Step 7: Save settings
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Click Save Settings. The connection status should show Connected.

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Monitor sync status

After connecting, two live widgets appear in the Ops module widget bar:
  • QB Sync Status — shows connection health and last successful sync time.
  • QB Pending Exports — shows count of expenses awaiting export to QuickBooks.
Navigate to Ops > Accounting > QuickBooks to see the full sync dashboard with recent sync history and error logs.
If you see sync errors for payments, check that your QuickBooks chart of accounts mappings are correct. Mismatched account mappings are the most common cause of payment sync failures.

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Manually trigger a sync

To force an immediate sync:
  1. Navigate to Ops > Accounting > QuickBooks.
  2. Click Sync Now.
  3. Wait for the sync to complete. The sync log updates with the results.

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Disconnect QuickBooks

  1. Navigate to Ops > Settings > Integrations > QuickBooks.
  2. Click Disconnect.
  3. Confirm the disconnection.
Disconnecting stops all data synchronization immediately. Previously synced data remains in both systems. To remove synced data, you must do so manually in both PlaneConnection and QuickBooks.

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Troubleshooting

IssueSolution
OAuth token expiredRe-authorize by clicking Reconnect on the QuickBooks settings.
Invoice not appearing in QBVerify the invoice status is Sent or Paid in PlaneConnection.
Duplicate entries in QBCheck the sync log for duplicate ID warnings. Disable and re-enable the affected data type.
Chart of accounts not loadingClick Refresh Accounts to re-fetch the chart of accounts from QuickBooks.

Handle Accounting

Invoices, expenses, and accounting workflows in the Ops module.

Analyze Financial Metrics

Financial analytics that use data from QuickBooks-synced transactions.

Integrations Directory

Complete list of all supported integrations.

Set Up Integrations

General integration setup process.
Last modified on April 11, 2026