Use the QuickBooks connection when you want ClearBox FPA to pull balances directly instead of importing a CSV.
Connect once
In Data Setup -> Import, use Connect to QuickBooks and approve access in QuickBooks. The card then shows Connected.
Start a sync
Sync Now opens the sync options:
- Sync Through - the latest closed month you want imported.
- Range - how far back to sync. Pick Custom to set a starting month in From.
- Cash planning options, when they appear, choose what gets refreshed.
Two different things can happen next:
- If QuickBooks found account or dimension changes that need approval, ClearBox FPA opens Review QuickBooks Changes.
- If there is nothing to review, the sync starts immediately and you see the progress window.
Review changes when prompted
On the review modal:
- Keep checked items that should be applied
- Confirm new accounts or dimension values that should be created
- Then click Confirm & Sync
If no review modal appears, that usually means QuickBooks did not surface any account or dimension changes for this sync and ClearBox FPA moved straight into the sync process.
What the sync actually does
Each QuickBooks sync re-pulls the selected range. Running it again for the same months replaces that range's data instead of duplicating it.
After the sync finishes:
- Import History shows a new QuickBooks row
- the QuickBooks card updates its last synced time
- related data refreshes on the import page
Validate the result
Check one recent period in Analysis before you move on:
- Review major revenue and expense lines in Income Statement.
- Review major balances in Balance Sheet.
- Use Trial Balance when you need account-level detail.
If the sync applied account or dimension changes, it is also worth checking Accounts or Dimensions in Data Setup before you begin forecasting.
Automatic sync
ClearBox FPA also runs the QuickBooks sync automatically every night. Use Sync Now any time you want to refresh data before the nightly run.
Disconnect or switch the QuickBooks company
Disconnect from QuickBooks (on the QuickBooks card) stops future syncs and revokes access at Intuit. Your already-imported balances, accounts, and dimensions stay in place, so disconnecting halts updates while keeping the history you've loaded. Reconnecting the same company later restores the link and refreshes its tokens.
Connecting a different QuickBooks company than the one already linked starts a source change: ClearBox FPA authorizes the new company as a pending replacement and won't sync it until the switch is completed, so your existing data is left untouched in the meantime. Completing a source change is not a self-serve step today — contact support to finish moving an entity to a different QuickBooks company.