Connecting QuickBooks

What the QuickBooks connection is

QuickBooks Online is the one source in Connect that links directly through OAuth instead of email forwarding or upload. Instead of exporting reports or forwarding invoices by hand, you authorize Verinode once, and your books flow in on their own from then on: invoices, receivables, payments, and the job costing tied to them. That is the raw material behind Understanding your margin and the cash-flow tools in Cash flow and cash runway, so keeping the connection live is what keeps both current without you touching a spreadsheet.

The connection is strictly read-only. Verinode never writes to QuickBooks, never changes an invoice, and never touches anything outside your books. It is also never sold to carriers, in line with Verinode's independent data trust posture: what you connect here is yours, used to run your own margin and cash views and, where you choose, to contribute anonymized signal to the benchmarks you draw on. See How benchmarks work for how that anonymization works.

Where to find it

Open Connect from the sidebar (/connect). QuickBooks shows up as a row named QuickBooks, subtitled "Financials, job costing, vendor spend," under whichever group matches its state:

• Not connected yet: it sits under the sources that are ready to connect, with a Connect button.
• Already connected: it moves up into the sources that are actively flowing, with a live Connected pill (a green checkmark badge) instead of a button.

Tapping the row either starts the OAuth popup (if you have never connected) or opens the QuickBooks detail panel to manage the existing connection (if you have). The same detail panel is also reachable from Settings, under the Accounting section, so you can manage the connection from either place.

Connecting for the first time

1. 1Open Connect in the sidebar and find the QuickBooks row (or open Settings → Accounting instead).
2. 2Click Connect (on the Connect page row) or Connect QuickBooks (in the Settings panel, shown under the label "QuickBooks Online: Not Connected").
3. 3A centered popup window opens to Intuit's QuickBooks sign-in. Verinode never sees your QuickBooks password, the popup handles the sign-in and authorization entirely inside Intuit's own flow.
4. 4Sign in and approve access to the company file you want Verinode to read.
5. 5The popup closes itself and hands control back to the page you started on. Verinode shows a confirmation line, "QuickBooks connected. Your books will sync shortly," and the row or panel flips to Connected.

What "Connected" looks like

Once linked, the Settings → Accounting panel shows two rows:

• QuickBooks Online, valued Connected, with the note "Read-only. Invoices, receivables, and payments sync automatically."
• Last Sync, a timestamp of the most recent successful sync (for example "Jul 12, 2:14 PM"), or Not yet if a sync has not completed since you connected.

Below those rows sits a Disconnect button. On the Connect page, the same connection shows as a row with a green Connected pill instead of a button, since there is nothing left to set up.

If your authorization has expired or Intuit revoked it (this can happen if you change your QuickBooks password, remove Verinode's app access from Intuit's side, or simply let a long-lived token lapse), the panel instead reads Reconnect Needed, with the note "The connection expired. Reconnect to resume reading your books," and a Reconnect QuickBooks button appears alongside Disconnect. Reconnecting runs the exact same popup flow as the first connection.

What flows in, and what it feeds

A live QuickBooks connection reads:

• Invoices you have billed to clients and carriers.
• Receivables, what is outstanding and unpaid, which is the raw feed behind the AR aging matrix described in Cash flow and cash runway.
• Payments, so Verinode can tell when a receivable actually clears, not just when it was billed.
• Job costing tied to those invoices and payments, the cost side that turns raw billed revenue into a real margin per job.

That combination is what keeps two views current without manual entry: your margin view (job-level profitability, since job costing plus billed revenue is the real math behind what you keep) and your cash-flow view (receivables aging, projected inflow, the cash runway gauge). Both update automatically as new invoices, payments, and cost lines land in QuickBooks, no re-export, no re-upload.

Disconnecting

Click Disconnect in the Settings → Accounting panel (or from the QuickBooks detail view reached via Connect). Verinode asks you to confirm first: "Disconnect QuickBooks? Verinode will stop reading your books and remove the stored connection. Your existing data stays." Confirming immediately revokes Verinode's read access and removes the stored connection. Anything already pulled in, past invoices, receivables, and job costing already reflected in your margin and cash views, stays in Verinode; only future reads stop. The row or panel flips back to Not Connected, and reconnecting later starts the same OAuth flow from scratch.

Troubleshooting

• "Connection canceled, no access was granted." You (or someone with access to the QuickBooks company) declined the authorization request inside the Intuit popup. Nothing was connected. Click Connect again when ready.
• "Something went wrong connecting QuickBooks. Please try again." A transient error during the OAuth handshake. Retrying the Connect button usually resolves it; if it persists, check that you are signing in with a QuickBooks Online account that has admin or accountant access to the company file.
• "QuickBooks connections are not available yet." The connector is not enabled for your account. Use forwarding or export in the meantime, see Forwarding documents.
• Reconnect Needed appears out of nowhere. This is normal if you changed your QuickBooks password, an admin revoked Verinode's app access from Intuit's Connected Apps settings, or a long-lived token expired. Click Reconnect QuickBooks and sign in again; nothing else is affected.

Best-practice example

An operator connects QuickBooks the day they sign up. Within one sync cycle, their AR aging matrix in Cash Flow populates with real carrier balances instead of sitting empty, and their margin-by-job view starts reflecting actual job costing instead of estimates. Three weeks later they rotate their QuickBooks password for routine security hygiene, which silently expires the Intuit token. The Settings panel flips to Reconnect Needed on their next visit; they click Reconnect QuickBooks, sign in again, and the sync resumes without losing any history.

Related reading

• Connecting your data
• Understanding your margin
• Cash flow and cash runway
• Forwarding documents
• How benchmarks work

Data sources