Accounting integration
Dear CFO for QuickBooks Online
Connect QuickBooks once and your statements, aging, forecasts and metrics stay current on their own, so the answer to a question is a query, not a close cycle.
Read-only access. Dear CFO never changes anything in your books.
What you get
What QuickBooks data does inside Dear CFO
Statements that are already built
P&L, balance sheet and cash flow, read live from QuickBooks and shown next to your plan by month, quarter or year.
Payables and receivables, aged
Open bills and invoices by vendor and customer, aged from their due dates, with unapplied credit netted off.
A model with the actuals already in it
Budgets, forecasts and scenarios sit on top of your QuickBooks actuals, and budget vs actual scores itself.
Ask your books a question
The AI analyst answers questions about your QuickBooks data in plain English and shows the numbers behind the answer.
Several companies, one view
Connect more than one QuickBooks company and see the group consolidated, or each entity on its own.
How it works
Set up in a minute
- 1
Connect in a minute
In Dear CFO, open Integrations → QuickBooks and click Connect to QuickBooks. Sign in with Intuit and pick the company. Running more than one set of books? Choose Add another QuickBooks company and see them together. - 2
We read, never write
Dear CFO asks for QuickBooks Online accounting access and uses it read-only. It never creates, edits or deletes anything in your books. It reads accounts, invoices, bills, payments, journal entries and the general ledger, including the names, email addresses and phone numbers of your customers, vendors and employees. - 3
Your numbers stay current
A full sync runs as soon as you connect, then every day, and whenever you press Sync Now. Financial statements are read from QuickBooks when you open them, so they match your books to the minute. - 4
Turn them into answers
Your P&L, balance sheet and cash flow sit next to your plan. AP and AR aging come from your open bills and invoices. The financial model forecasts from your actuals, and the AI analyst answers questions about your books in plain English.
What syncs
What Dear CFO reads from QuickBooks
Read-only access to accounts, invoices, bills, payments, journal entries and the general ledger, including the names, email addresses and phone numbers of your customers, vendors and employees, plus your Profit & Loss, Balance Sheet and Cash Flow reports. Nothing is ever written back. How we store and protect it is set out in our privacy policy.
- Connection
- Sign in with Intuit
- Access
- Read-only
- Sync
- A full sync when you connect, then daily, plus Sync Now. Statements are read live when you open them.
- Accounts
- Several QuickBooks companies, viewed separately or consolidated
- Supported
- QuickBooks Online, for companies in the United States
- Where it shows up
- Financial Statements, AP and AR aging, the financial model and the AI analyst
Questions
QuickBooks and Dear CFO
Will Dear CFO change anything in QuickBooks?
No. The connection is read-only: Dear CFO never creates, edits or deletes a transaction, account, customer or vendor in QuickBooks.
What data does it read?
Accounts, invoices, bills, payments, journal entries and the general ledger, including the names, email addresses and phone numbers of your customers, vendors and employees.
Which version of QuickBooks is supported?
QuickBooks Online, for companies in the United States.
How often does it update?
A full sync runs when you first connect, then daily. Press Sync Now on the QuickBooks integration page for an immediate refresh. Financial statements are read from QuickBooks each time you open them.
Can I connect more than one QuickBooks company?
Yes. On the QuickBooks integration page, choose Add another QuickBooks company and sign in with Intuit for each one, then see several sets of books in one consolidated view.
My connection says it needs attention. What do I do?
Intuit occasionally asks for the connection to be re-approved. Click Connect to QuickBooks next to the company and sign in to Intuit again. Choose the same QuickBooks company. A different one is refused, so your history stays intact.
How do I disconnect QuickBooks?
In Dear CFO, open Integrations → QuickBooks and click Disconnect from QuickBooks. Dear CFO revokes its access with Intuit straight away. You can also remove the app from inside QuickBooks, under Apps → My apps.
Either way, syncing stops. Data already synced is kept so your history is there if you reconnect; to have it deleted, email support@dearcfo.com.
Does signing out of Dear CFO disconnect QuickBooks?
No. The connection belongs to your company, not your session, so it keeps syncing until someone clicks Disconnect from QuickBooks.
More answers, and how to reach us, on the support page.
Works well with
Connect the rest of the stack
What you can do with it
- AI financial analyst
- Live financial statements
- Forecasting and budgeting
- For auto repair shops
- For home services
- For field service
- For construction
- For consumer brands and e-commerce
- For saas companies
- For healthcare and health tech
- For real estate
- For professional services firms
- For law firms and legal tech
- For marketplaces
Get started
Create a login, connect QuickBooks, and your first statements are ready in minutes.