> ## Documentation Index
> Fetch the complete documentation index at: https://docs.clearspend.ai/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks

> Connect QuickBooks Online to pull expenses and bills into ClearSpend — read-only, no write-back.

The **QuickBooks** integration (tagged **Track Spend**) connects your QuickBooks Online company so ClearSpend can import vendor spend — purchases, bills, and bill payments — and match it to invoices and receipts.

<Note>
  **Read-only.** ClearSpend reads from QuickBooks. It never creates or edits entries in your books.
</Note>

## What you get

| Result                                     | Where to see it                                                             |
| ------------------------------------------ | --------------------------------------------------------------------------- |
| Vendor charges from QuickBooks             | **[Transactions](/features/transactions)** — one row per payment            |
| Recurring vendors grouped as subscriptions | **[Subscriptions](/features/subscriptions)**                                |
| Source records for audit                   | **[Documents](/features/documents)** — each sync batch stored with metadata |

QuickBooks data works alongside card imports (Plaid) and invoice sources (Gmail, Drive). Most finance teams use QuickBooks for *what hit the books* and ClearSpend for *proof and reconciliation*.

## Who can connect

**Owners** and **Admins** can connect and disconnect QuickBooks. See [Roles and permissions](/reference/roles-permissions).

You need a QuickBooks Online account with permission to authorize third-party apps for the company you connect.

## Connect QuickBooks

<Steps>
  <Step title="Open Integrations">
    Go to **Integrations** in the sidebar.
  </Step>

  <Step title="Find QuickBooks">
    Locate the **QuickBooks** card under **Track Spend**.
  </Step>

  <Step title="Click Connect">
    Click **Connect**. You are redirected to Intuit's sign-in screen.
  </Step>

  <Step title="Choose your company">
    Sign in and select the QuickBooks Online company you want to link. One connection covers one company.
  </Step>

  <Step title="Approve access">
    Review the permissions and approve. ClearSpend uses read-only accounting access to fetch expenses and bills.
  </Step>

  <Step title="Run the first sync">
    After you return to ClearSpend, expand the **QuickBooks** card and click **Sync now**. The first import can take a few minutes for companies with long history.
  </Step>
</Steps>

## After you're connected

| Action        | When to use it                                                |
| ------------- | ------------------------------------------------------------- |
| **Sync now**  | Pull the latest expenses and bills from QuickBooks            |
| **Reconnect** | OAuth token expired or access was revoked in Intuit           |
| **Delete**    | Remove the connection (imported data stays in your workspace) |

Watch progress in the [Activity log](/features/activity). The card shows **last sync** when a run finishes.

## How it fits your workflow

1. **QuickBooks** brings in vendor payments already recorded in your ledger.
2. **Gmail, Drive, or upload** adds invoice PDFs and receipts.
3. **[Transactions](/features/transactions)** shows whether each charge has matching proof.

That gives finance a single place to close gaps before month-end — without re-keying data from QuickBooks.

## Common questions

<AccordionGroup>
  <Accordion title="Does ClearSpend change my QuickBooks data?">
    No. The connection is read-only. ClearSpend imports spend for reconciliation and reporting inside ClearSpend only.
  </Accordion>

  <Accordion title="Can I connect more than one QuickBooks company?">
    Connect each company as a separate QuickBooks integration row on **Integrations**.
  </Accordion>

  <Accordion title="Does this replace Plaid or card CSV imports?">
    Not necessarily. QuickBooks reflects what is already in your books. Plaid and card statements catch charges that may not be posted yet. Many teams use both.
  </Accordion>
</AccordionGroup>

## Something wrong?

| Symptom                          | What to do                                                                                          |
| -------------------------------- | --------------------------------------------------------------------------------------------------- |
| Sync failed or stale data        | Click **Reconnect**, then **Sync now** — [Troubleshooting](/reference/troubleshooting#integrations) |
| No transactions after first sync | Confirm you ran **Sync now**; check **Activity** for errors                                         |
| Connect button disabled          | Check plan integration limits — [Billing](/settings/billing#usage-limits)                           |

## Related

* [Integrations overview](/connect/integrations)
* [Transactions](/features/transactions)
* [Choosing integrations](/connect/choosing-integrations)
* [How data enters ClearSpend](/connect/how-data-enters)