QuickBooks Online Bank Feeds

Learn about our QuickBooks Online Bank Feeds integration

Limited availability

If you're interested in using our QuickBooks Online Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. integration, please contact your Account Manager or Account Executive.

Connecting to QuickBooks Online bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. through the integration is only supported for SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users who are located in the US and Canada.

Overview

With our integration, your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. customers can connect source bank accounts in your application to target accounts QuickBooks Online (QBO) using one-time credentials. You can then write Bank transactions from source accounts to target accounts via Codat.

SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users connect their bank accounts using the QBO Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. UI, which is built and hosted by Codat. Then they can view transactions from source accounts as bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. in QBO, allowing them to easily reconcile transactions against accounting entries.

Note that bank transactions are sent from Codat to QBO on a daily schedule. Your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users can override this in QBO by updating their transactions at any time.

About this guide

In this guide, we'll walk you through the following functionality:

1. Set up the QuickBooks Online Bank Feeds integration to work with your application.
2. The SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user connects a bank account to QBO using a one-time username and password they generated in the QBO Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. UI.
3. When connected, you can write bank transactions to QBO so they're available as bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software..

Writing historic transactions

You can write historic transactions up to seven days old based on the feed start date chosen by the SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user in the QBO UI. All bank transactions must be cleared and have a clearedOnDate set to the current or the prior day.

Writing future (future-dated) bank transactions to QBO is not supported.

Considerations

How often are bank transactions sent to QuickBooks?

When you write bank transactions, we automatically send from Codat to QBO on a daily schedule. The SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user can click Update in the Transactions area in QBO to override the daily schedule and view their latest transactions immediately.

Disconnecting bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software.

To disable bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. from your application, an SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user can disconnect one or more of their target accounts in QBO from receiving bank feedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software.. When a target account is disconnected, it won't receive any further transactions, so any subsequent write operations you make to the source account will fail.

If a bank feed is disabled by an SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. user, it takes 10 days for the status of the source bank account in Codat to change to disconnected.

A data connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. can be linked to multiple source bank accounts. The status of a data connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. only changes to Unlinked if all the available source bank accounts have a connectionConnection A link between a Codat company and a data source (like an accounting platform). Each connection represents authorized access to pull or push data from that platform. status of disconnected (to view this information, call GET /connectionInfo/bankFeedAccounts). This might take up to one day.

It's not possible to directly remove a bank account from QBO using the QuickBooks Online Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. integration.

Customize the LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. UI

We recommend you customize the appearance of the QBO Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. UI to increase your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users' confidence when they're connecting their bank accounts to QBO.

You can:

• Upload your organization's logo on the Manage organization page of the Codat Portal.
• Add a custom callout, in French or English, to provide your SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users with additional guidance on connecting their accounts.

Localization options

SMBSMB The primary customer segment that Codat helps businesses serve, typically companies with annual revenues under $500 million. users can switch between English and French text using the language button in the QBO Bank FeedsBank Feeds A Codat product that enables automatic synchronization of bank transaction data into a company's accounting software. LinkLink The authorization flow that allows end users to connect their accounting, banking, or commerce platforms to your application via Codat. UI. If you've added a custom callout in French, this will also switch based on the selected language.

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How to set up the integration.