Connecting QuickBooks
Connect QuickBooks Online to pull financial statements and fill close balances. Follow the connection steps in Settings. Vanward's connection is read-only.
Steps
- As an admin, open Settings, Connections and find QuickBooks Online.
- Read the availability message on the card. If your plan needs a connector add-on or a FinReadi Close plan, use the options shown there. Current pricing appears in the app.
- Choose Connect QuickBooks, sign in with Intuit, and approve access to the intended QuickBooks company.
- After returning to Connections, check the company name and Connected status.
- To pull statements, open the financial statement item in Documents, find Pull from QuickBooks, select the period and accounting basis, and choose Pull.
- For a close, map accounts in Close, Template before choosing Fill balances from QuickBooks on the close board.
Questions and answers
- What if Connect QuickBooks is not shown?
- The card explains whether your plan needs a change, an admin needs to connect it, or the connector has not been switched on for your account. For the last case, use Report a problem at the bottom of the page. Vanward reads one set of books per company, so disconnect Xero before switching to QuickBooks.
- What does Needs reconnecting mean?
- QuickBooks is no longer accepting the connection. An admin can choose Connect again in Connections to resume pulls. Snapshots already captured remain if you disconnect.