QuickBooks
OpenBooks reads your chart of accounts and transactions to match evidence, then files clean ledger updates back so your books stay current and audit-ready.
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.
- Writes clean classifications and memo links back so QuickBooks stays the system of record.
What data flows
← OpenBooks reads
- Chart of accounts
- Transactions
- Vendors & customers
- Classes / locations
→ OpenBooks writes
- Transaction classifications
- Memo / evidence links
- Reconciliation notes
Trust & security
- Access
- Read-only export or read-only access only — no write scope, and no standing credentials are stored.
- Revoke
- Nothing to revoke: access is per-export and you decide what you send. Stop sharing at any time.
- 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
Contact us to enable — We work from a read-only QuickBooks export or accountant access today; a native OAuth sync is on the roadmap.