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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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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

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