Connect your accounting data
Connect QuickBooks Online or QuickBooks Desktop for read-only accounting imports. Bring in your chart of accounts, actuals, and the dimensions supported by your edition.
Not on QuickBooks? Upload a CSV from any accounting system.
Connect once. Stay current.
Connect the QuickBooks edition you use, review the first import, and keep actuals current through its scheduled connection.
Connect
Authorize QuickBooks Online in the browser, or connect QuickBooks Desktop through QuickBooks Web Connector.
Review
Choose the history to import and review account and dimension changes before the first sync begins.
Sync
Confirm the first import. Scheduled updates then keep actuals current; Desktop updates run through QuickBooks Web Connector.
What gets imported from QuickBooks
Account names, types, subtypes, and hierarchy from the connected QuickBooks company.
Monthly account balances for the history selected during connection setup or resync.
Supported classes, locations or departments, customers, projects, and products map to ClearBox FPA dimensions based on edition and plan.
QuickBooks Online and QuickBooks Desktop each refresh through their supported scheduled connection.
Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.
Not on QuickBooks? Use CSV.
Import actuals from any accounting system — Xero, NetSuite, Sage, Excel — with flexible column mapping. Use ClearBox Intelligence to help format your CSV file and import it for you.
- Map any column to the right field
- Upload once or re-upload monthly to refresh
- Preview before importing — catch problems early
- Mapping saved for future uploads
Bring your accounting data into ClearBox FPA
14-day free trial. No credit card required.