Your data, in minutes
Connect QuickBooks Online and your chart of accounts, actuals, and dimensions import automatically. Bring in your data by class, location/department, customer, project, and product.
Not on QuickBooks Online? Upload a CSV from any accounting system.
Connect once. Stay current.
ClearBox FPA syncs your QuickBooks data daily so your actuals are always current. No manual exports, no copy-paste.
Connect
Click "Connect QuickBooks Online." Authorize ClearBox FPA in your QuickBooks Online company. Takes under 60 seconds.
Map
Your chart of accounts imports and maps. Review the mapping and make adjustments to organize your accounts the way you want in ClearBox FPA.
Sync
Historical actuals load immediately. Daily automated sync keeps your data current without any action from you.
What gets imported from QuickBooks
All account names, types, and subtypes from your QuickBooks Online company.
Monthly closing balances for every account, up to 24 months of history.
Classes, locations/departments, customers, projects, and products all map to ClearBox FPA dimensions for unparalleled segment forecasting and reporting.
Runs automatically every day. New months appear as soon as they close in QuickBooks Online.
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. ClearBox FPA accepts any CSV with accounts and monthly amounts.
- 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
Your data in ClearBox FPA in under 5 minutes
14-day free trial. No credit card required.