> For the complete documentation index, see [llms.txt](https://help.filed.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.filed.com/reference/plugins/integrations/accounting-and-erp/quickbooks-online.md). # QuickBooks Online With this integration connected, you can use Filed **Chat** and **Routines** to retrieve information from QuickBooks Online and, when **Write** access is enabled, perform approved actions in QuickBooks Online. This integration to Filed is connected via our integration provider [Composio](https://composio.dev/) ## What you need * An Intuit user with access to the intended QuickBooks Online company. * Approval before enabling write access for transactions, invoices, or other accounting records. ## Connect QuickBooks Online 1. Create a connection and name it for the QuickBooks company. 2. Sign in with the appropriate Intuit user and select the correct company when prompted. 3. Approve access, then return to Filed for verification. 4. Verify against a known company before allowing write actions. If the wrong company opens, cancel and reconnect with the correct Intuit account. If the company is missing, ask its QuickBooks administrator to grant the user access. ## Verify the connection After the connection becomes **Active**, open a known item that the authorized account should be able to access. Confirm Intuit user and company access. For a new connection, test against a non-production or non-client-sensitive item before relying on it in a deadline-driven workflow. ## Manage permissions Read access is always enabled. Turn off **Write** in the connection settings to prevent Filed from creating or modifying QuickBooks Online data while keeping the connection available for read-only workflows. Re-enable it only after the firm approves the change. ## Troubleshooting **The authorization screen will not complete.** Sign out of the wrong provider account, restart the connection, and use the firm-managed account that has Intuit user and company access. **The connection is active but data is missing.** The provider only exposes content available to the authorized user. Review Intuit user and company access, then reconnect if the account or environment was wrong. **The connection is pending or failed.** Open the connection in Filed, correct the provider-side issue, and select **Reconnect**. Do not create duplicate connections to work around a permissions problem. ## Using this integration with Filed Chat and Routines Use **Chat** for one-off questions and guided work on a client, such as finding QuickBooks Online information, summarizing it, or preparing an approved next step. Use **Routines** to automate repeatable work with QuickBooks Online data on a schedule or in response to a trigger. Both experiences respect the connection's access: they can only use data the authorized account can reach, and they can only perform changes when **Write** is enabled. Review changes in the connected application before you finalize them. ## Example prompts Use these as starting points and replace the bracketed details with the client, date range, folder, record, or task you need. Filed will only run write actions when this connection's **Write** access is enabled. * “Summarize the QuickBooks Online information for \[client name] for \[date range].” * “Find records in QuickBooks Online that need review before \[deadline].” * “With write access enabled, prepare the approved QuickBooks Online update and show the proposed changes first.” ## Capabilities ### Review financial records Use Filed to retrieve the accounting or ERP information available to the connected account. This is useful for reconciliation, tax preparation context, and review workflows. ### Prepare approved accounting changes When **Write** access is enabled, Filed can prepare or run approved updates supported by the provider. Use this only after validating the company, environment, and accounting policy involved. ### Keep production changes controlled Use a separate connection for production and sandbox environments where applicable. Turn off Write when the connection is used only for reporting or review. --- # Agent Instructions This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com. ## Querying This Documentation If you need additional information that is not directly available in this page, you can query the documentation dynamically by asking a question. Perform an HTTP GET request on the current page URL with the `ask` query parameter, and the optional `goal` query parameter: ``` GET https://help.filed.com/reference/plugins/integrations/accounting-and-erp/quickbooks-online.md?ask=&goal= ``` `ask` is the immediate question: it should be specific, self-contained, and written in natural language. `goal` is optional and describes the broader end goal you are ultimately trying to accomplish on behalf of the user. GitBook uses it to tailor the answer towards what is most useful for that goal. The response will contain a direct answer to the question and relevant excerpts and sources from the documentation. Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.