> ## Documentation Index
> Fetch the complete documentation index at: https://docs.planeconnection.com/llms.txt
> Use this file to discover all available pages before exploring further.

# How to Connect QuickBooks

> Set up the QuickBooks Online integration to sync invoices, expenses, and payment data between PlaneConnection and QuickBooks.

By the end of this guide, you will have connected PlaneConnection to QuickBooks Online, configured data sync options, and verified the connection.

<Warning>
  This feature requires **administrator** or **workspace owner** permissions. Changes made here
  affect all users in your workspace.
</Warning>

<Info>
  You need the Admin role and an active QuickBooks Online subscription. A QuickBooks Company ID is
  required for the OAuth connection.
</Info>

## 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).

## Connect QuickBooks

<Steps>
  ### Step 1: Navigate to the QuickBooks settings page

  Go to **Ops > Settings > Integrations > QuickBooks** or **Ops > Accounting > QuickBooks > Setup**.

  ### Step 2: Start the OAuth flow

  Click **Connect with OAuth**. You are redirected to Intuit's authorization page.

  ### Step 3: Authorize PlaneConnection

  Sign in to your QuickBooks Online account and authorize PlaneConnection to access your company data. Click **Connect** to grant access.

  ### Step 4: Configure sync data types

  After returning to PlaneConnection, toggle the data types you want to synchronize:

  | Data Type         | Direction                     | Default  |
  | ----------------- | ----------------------------- | -------- |
  | Invoices          | PlaneConnection to QuickBooks | Enabled  |
  | Expenses          | PlaneConnection to QuickBooks | Enabled  |
  | Payments          | QuickBooks to PlaneConnection | Enabled  |
  | Chart of accounts | QuickBooks to PlaneConnection | On setup |

  ### Step 5: Set the sync frequency

  Choose how often data synchronizes:

  | Option        | Description                                    |
  | ------------- | ---------------------------------------------- |
  | Hourly        | Syncs every hour (recommended for active ops). |
  | Every 6 hours | Moderate sync frequency.                       |
  | Daily         | Once per day at midnight UTC.                  |
  | Manual only   | Sync only when you click Refresh.              |

  ### Step 6: Map chart of accounts

  Map PlaneConnection cost categories to your QuickBooks chart of accounts:

  | PlaneConnection Category | Map to QuickBooks Account |
  | ------------------------ | ------------------------- |
  | Fuel                     | Fuel Expense              |
  | Landing Fees             | Airport Fees              |
  | Handling                 | Ground Handling Expense   |
  | Crew Costs               | Crew Payroll / Contractor |
  | Catering                 | Catering Expense          |
  | Other                    | Miscellaneous Expense     |

  ### Step 7: Save settings

  Click **Save Settings**. The connection status should show **Connected**.
</Steps>

## 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.

<Warning>
  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.
</Warning>

## 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.

## Disconnect QuickBooks

1. Navigate to **Ops > Settings > Integrations > QuickBooks**.
2. Click **Disconnect**.
3. Confirm the disconnection.

<Warning>
  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.
</Warning>

## Troubleshooting

| Issue                         | Solution                                                                                    |
| ----------------------------- | ------------------------------------------------------------------------------------------- |
| OAuth token expired           | Re-authorize by clicking **Reconnect** on the QuickBooks settings.                          |
| Invoice not appearing in QB   | Verify the invoice status is Sent or Paid in PlaneConnection.                               |
| Duplicate entries in QB       | Check the sync log for duplicate ID warnings. Disable and re-enable the affected data type. |
| Chart of accounts not loading | Click **Refresh Accounts** to re-fetch the chart of accounts from QuickBooks.               |

## Related

<CardGroup cols={2}>
  <Card title="Handle Accounting" href="/how-to/ops/handle-accounting">
    Invoices, expenses, and accounting workflows in the Ops module.
  </Card>

  <Card title="Analyze Financial Metrics" href="/how-to/ops/analyze-financial-metrics">
    Financial analytics that use data from QuickBooks-synced transactions.
  </Card>

  <Card title="Integrations Directory" href="/reference/integrations-directory">
    Complete list of all supported integrations.
  </Card>

  <Card title="Set Up Integrations" href="/how-to/admin/set-up-integrations">
    General integration setup process.
  </Card>
</CardGroup>