Connecting QuickBooks Online

Connect

Go to Imports and choose Connect QuickBooks, then Continue to QuickBooks. Sign in to QuickBooks and allow Ask Lou to read your chart of accounts and company information. Ask Lou only reads from QuickBooks; it never writes back.

Sort your accounts

Ask Lou brings in your chart of accounts and places each account in a category. Where it isn't confident, it asks you: each of those accounts is shown in turn with a category to confirm or change.

Bring in your trial balances

Choose a start date. Ask Lou brings in a trial balance for every month from then through the current month. The first time, the start date defaults to when your QuickBooks company began; after that, it picks up from the last month brought in.

When it's done, you'll see the months brought in and any accounts that still need a mapping.

Keeping it current

Bringing in new months is up to you: come back to Imports and choose Import Trial Balances whenever you want to update. Months that haven't changed are skipped. Re-sync Chart of Accounts picks up accounts you've added in QuickBooks, without duplicating the ones you have.

If your QuickBooks authorization expires, Ask Lou asks you to reconnect.

Your books stay in QuickBooks. To correct an entry, correct it there, then bring the month in again.