QuickBooks
OpenBooks securely imports your chart of accounts and transactions so it can match evidence and keep your Financial Record current without replacing QuickBooks.
What OpenBooks does with QuickBooks
- Reads your QuickBooks chart of accounts so every ledger entry maps to the account you already use.
- Pulls transactions and vendors to reconcile against bank activity and receipts.
- Attaches source evidence (receipts, invoices, memos) to the matching transaction.
- Keeps QuickBooks as your accounting system of record while OpenBooks builds the evidence-backed record around it.
What data flows
← OpenBooks reads
- Chart of accounts
- Transactions
- Vendors & customers
- Classes / locations
→ OpenBooks writes
- Nothing — the sandbox connection currently imports from QuickBooks only
Trust & security
- Access
- Read-only accounting data through Intuit OAuth. OpenBooks never receives your QuickBooks password.
- Revoke
- Revoke OpenBooks' access at any time from Intuit's connected-apps settings, or from your OpenBooks dashboard. Tokens are scoped and never sold.
- Encryption & handling
- Processed on OpenBooks-controlled infrastructure, encrypted in transit (TLS) and at rest. Never shared with third-party model providers (local-only data doctrine). See /security.
Full detail on how we handle your data lives on our security page.
Status
Sandbox pilot — The automated import is available for Intuit sandbox testing. Live-company access is pending production Intuit approval and a real-company canary.