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Documentation Index

Fetch the complete documentation index at: https://docs.upflow.io/llms.txt

Use this file to discover all available pages before exploring further.

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Before you start

You’ll need admin access to your QuickBooks Online company. The connection is set up over OAuth from your Upflow account, and only an admin can grant Upflow the required permissions.

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Connect QuickBooks Online to Upflow

  1. Choose QuickBooks as your data source. During Upflow onboarding, on the Now, let’s sync your data step, click Connect to QuickBooks. Upflow onboarding step asking the merchant to pick a data source — QuickBooks, Stripe Billing, or Chargebee
  2. Authorize Upflow on Intuit. You’ll be redirected to Intuit’s OAuth flow. Sign in to QuickBooks if needed, then select the company you want Upflow to sync with and click Next. After confirming the permissions, you’ll be sent back to Upflow. Intuit company-selection screen during the OAuth flow, prompting the user to pick which QuickBooks company to connect
Your invoices, customers, and payments will start syncing within a few minutes. See the integration overview for what gets imported and how the sync behaves. If you ever need to reconnect QuickBooks (for example after revoking access in Intuit), follow the reconnect steps in the integration overview.