Connect QuickBooks to ClearBox FPA
Use QuickBooks Online or QuickBooks Desktop to import your chart of accounts, balances, transaction detail, and supported dimensions without writing back to your books.
1. Sign in
Use your ClearBox FPA account to access the workspace and entity you want to connect.
2. Connect QuickBooks
On the Import page, authorize QuickBooks Online or set up the QuickBooks Desktop connection file and one-time password.
3. Review and apply
Review the first import before it applies. Routine later updates use the supported schedule for the connected edition.
What ClearBox FPA imports
-
Chart of accounts and hierarchy from your connected QuickBooks company
-
Actual balances used in ClearBox FPA reporting and forecasting
-
Supported dimensions such as classes, locations or departments, customers, projects, and products/services, based on edition and plan
Intuit App Partner Program member
What IAPP partnership supports
-
Security verified — your data is protected by security standards rigorously tested and approved to meet Intuit's requirements
-
Functionality proven — integration has been rigorously tested to work seamlessly with QuickBooks from day one
-
Ongoing compliance — routinely monitoring ensures the integration stays current as QuickBooks evolves
-
Expert support — premium API integrations mean advanced solutions for your business
Member vs. non-member
Why you should choose an Intuit App Partner Program member
Our IAPP membership means
- Security standards verified
- Best-in-class integration
- Support from Intuit technologists
- Automatic compatibility updates
Non-membership
- Security standards unknown
- Increased risk of integration failures
- Limited support
- May break with updates
Intuit and QuickBooks are registered trademarks of Intuit Inc. Used with permission.
Choose your QuickBooks connection
Connect the QuickBooks edition your business uses, then review the first import before it applies.