Pushing data live to QuickBooks Online

If you (or your accountant) want to keep using QuickBooks Online alongside Canadian Bookkeeping, you can push your transactions live — no file uploads needed.

One-time setup: Go to Tools → Integrations → QuickBooks Online and click Connect to QuickBooks. You'll be sent to Intuit, sign in, pick which QuickBooks company to connect, and you'll be back in Canadian Bookkeeping in about 30 seconds.

What happens behind the scenes: we read your QuickBooks chart of accounts and match it to ours by name. Anything we don't find in your QuickBooks gets created automatically (e.g. a new "Vehicle — fuel" expense account if you don't already have one).

Pushing: click Push transactions. Every posted transaction in your book that hasn't already been synced becomes a JournalEntry in QuickBooks. Each entry includes the right debit, credit, and tax lines.

Idempotent: we keep a sync log so the same transaction is never pushed twice, even if you click Push fifty times. Failed pushes are tracked so you can retry them after fixing the underlying issue.

Two-way sync (pull from QB): coming in a future release. For now this is a one-way push, which is the most common request — most users want Canadian Bookkeeping as their primary tool and QuickBooks as the destination their accountant uses.