QuickBooks Online integration
Post reconciled bank statement transactions to QuickBooks Online after review.
BANKTRUST connects to QuickBooks Online so bookkeeping teams can map accounts, review posting readiness, and post transactions from reconciled PDF bank statements only after explicit confirmation.
Reconciliation first
Posting is only available after statement checks pass.
BANKTRUST checks balances, variance, transaction quality, and eligibility before QuickBooks posting can move forward.
User controlled
BANKTRUST does not post automatically in the background.
Users review mapped accounts, transaction candidates, and readiness checks before confirming a QuickBooks posting action.
QuickBooks ready
Mapped transactions are prepared for QuickBooks Online.
BANKTRUST uses the connected QuickBooks company accounts selected by the user for the posting workflow.
How the integration works
From PDF bank statement to reviewed QuickBooks posting.
Connect QuickBooks Online
Sign in to BANKTRUST and connect a QuickBooks Online company using Intuit OAuth.
Map QuickBooks accounts
Choose the QuickBooks bank, expense, and income or clearing accounts used for posting.
Prepare a reconciled statement
BANKTRUST checks statement balances, variance, transaction quality, and eligibility before posting is available.
Review before posting
Users review transaction candidates, mapped accounts, readiness checks, and posting warnings before anything is sent.
Confirm posting
Transactions are sent to QuickBooks Online only after the user explicitly confirms posting.
Disconnect any time
Users can disconnect QuickBooks access from inside BANKTRUST. Disconnecting revokes QuickBooks access for the connected company.
Disconnecting QuickBooks
Users can revoke QuickBooks access from BANKTRUST.
When QuickBooks is disconnected, BANKTRUST revokes access for the connected QuickBooks Online company. Users can reconnect later from the accounting area inside BANKTRUST.