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Connecting QuickBooks Online

Connect your QuickBooks Online account to sync financial data into Levelup.

Connecting QuickBooks Online

Levelup connects to QuickBooks Online (QBO) through a secure OAuth 2.0 flow. Once connected, your financial data syncs automatically. You can connect multiple QBO accounts and choose which companies to import from each one.

Prerequisites

Before connecting, make sure you have:

  • An active QuickBooks Online account with administrator or accountant access
  • Owner or Admin role in your Levelup organization
  • An active Levelup organization selected

Step-by-Step Connection

  1. Go to Integrations from the main menu.
  2. Locate the QBO provider card on the Integrations overview page.
  3. Click Connect QuickBooks Online.
  4. A popup window opens and redirects you to Intuit's sign-in page.
  5. Sign in to your QuickBooks Online account if prompted.
  6. Review the permissions Levelup requests and click Authorize to grant access.
  7. The popup processes your authorization and closes automatically.
  8. An Account Connected modal appears on the Integrations page. It shows the connected account name, the number of companies found, how many are already linked, and how many are importable.
  9. Choose one of the following:
    • Import All Companies -- Queues all importable companies for automatic import and sync.
    • Add Companies Manually -- Redirects you to the Data Feed page, where you can select individual companies to link.

What Data Syncs

When you connect QuickBooks Online, Levelup requests read-only access to your accounting data. The following data types sync:

  • Chart of Accounts -- Your full GL account structure, including account codes, names, and types
  • Transactions -- Journal entries, invoices, bills, and other financial transactions
  • Reports -- Financial reports such as Profit and Loss and Balance Sheet
  • Contacts -- Customer and vendor information associated with transactions
  • Settings -- Company-level configuration such as fiscal year start date

Levelup does not write data back to QuickBooks Online. All access is read-only.

Sync Frequency

After the initial sync completes, Levelup periodically re-syncs data from QuickBooks Online. You can also trigger a manual re-sync from the Data Feed page at any time. See Integration Sync and Troubleshooting for details.

Linking Companies After Connection

If you chose Add Companies Manually during connection, or need to link additional companies later:

  1. Go to the Data Feed page by clicking View Data Feed on the QBO provider card.
  2. Locate unlinked companies in the table. Each row displays the source account name or email so you can identify which QBO account the company belongs to.
  3. Select the corresponding Levelup company from the dropdown for each unlinked company.
  4. Click Add Company (or Add Companies for multiple selections) to link them.
  5. Levelup begins syncing financial data for the linked companies.

Multiple Connected Accounts

You can connect more than one QuickBooks Online account to your Levelup organization. Each account appears on the Integrations page under the Connected Accounts section.

Adding Another Account

  1. Go to Integrations.
  2. On the QBO provider card, click the + button (or Connect Another QuickBooks Online Account in the Connected Accounts section).
  3. Complete the OAuth flow in the popup window.
  4. Choose to import all companies or add them manually from the import modal.

Viewing Account Details

  1. Go to Integrations.
  2. In the Connected Accounts section, click any account row to open a detail drawer.
  3. The drawer shows all companies connected through that account and their sync status: Connected, Syncing, Token Expired, Sync Paused, or Not Imported.

Reconnecting an Invalid Account

If a connected account's token expires or becomes invalid, a red Invalid badge appears next to it.

  1. Go to Integrations.
  2. Find the account with the Invalid badge in the Connected Accounts section.
  3. Click Reconnect.
  4. Complete the OAuth flow to restore the connection.

Disconnecting

You can disconnect a single account or all QBO accounts at once.

Disconnecting a Single Account

  1. Go to Integrations.
  2. In the Connected Accounts section, find the account to disconnect.
  3. Click the X button next to the account.
  4. Confirm the disconnection in the warning dialog.

Disconnecting All QBO Accounts

  1. Go to Integrations.
  2. In the Connected Accounts section under QuickBooks Online, click Disconnect All.
  3. Confirm the disconnection in the warning dialog.

Disconnecting removes your OAuth tokens and stops all syncing. Previously synced data remains in Levelup. Another user with QuickBooks access can reconnect to resume syncing.

Related Pages

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