QuickBooks Online is one of the accounting systems Filed connects to. Sign in with an Intuit user, pick the right company, and Filed can pull that company's records into Chat and Routines. That is useful when you need reconciliation detail or financial context while preparing or reviewing a return.
Read access is always on. Write access is a separate switch, and the docs recommend firm approval before enabling it for transactions, invoices, or other accounting records. With it on, Filed can prepare or run approved updates that QuickBooks supports.
How it works
- Review the connected company's financial records
- Pull accounting context into reconciliation and tax prep
- Prepare approved accounting changes with write access
- Keep write off for report-only connections
Ask Filed, in your own words.
Starting points for this connection. Swap the bracketed details for your client and your dates.
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.
The questions firms ask us
The QuickBooks company you select when you sign in with your Intuit user. If the wrong company opens, cancel and reconnect with the correct account.
Only when write access is enabled on the connection. Get firm approval before enabling it for transactions, invoices, or other accounting records.
Ask that company's QuickBooks administrator to grant your Intuit user access, then reconnect.