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QuickBooks

Connect QuickBooks to pull in your profit and loss statement, balance sheet, and detailed expense breakdowns.

Connection Method

OAuth — one-click authorization through Intuit's secure OAuth flow.

How to Connect

  1. Go to Dashboard > Integrations
  2. Click Connect QuickBooks on the QuickBooks card
  3. You will be redirected to Intuit to sign in and authorize Nummbas
  4. After authorization, you will be returned to Nummbas and your data will begin syncing

What Gets Synced

Profit and Loss (90-day period)

  • Total revenue
  • Cost of goods sold (COGS)
  • Gross profit and gross margin
  • Total expenses with category breakdown
  • Net income and net margin

Balance Sheet

  • Cash on hand
  • Accounts receivable
  • Accounts payable
  • Total liabilities with breakdown

Features Powered by QuickBooks Data

  • Dashboard KPIs — cash runway (how long your current cash may last at your current burn rate), net margin (what percentage of revenue you actually keep), operating costs, and total debt
  • Business Insights — net income, gross margin, and net margin KPI cards so you can see your profitability at a glance
  • Expense Intelligence — full expense categorization and benchmarks that show you where your money is going and how your spending compares to similar businesses
  • Owner Draw Guide — helps you plan how much the business may be able to pay you while keeping a three-month cash buffer
  • Cash Projection — uses your actual expense and revenue data to estimate future cash balances so you can plan ahead
  • Business Reports — monthly financial health, cash flow forecast, vendor spend analysis, and Owner Draw Guide, all generated automatically from your QuickBooks data
  • Insight Rules — cash runway warnings, expense spikes, debt ratio alerts, and profit margin checks that notify you when something needs your attention

Troubleshooting

  • Connection failed — Make sure you are signing in with the correct Intuit account that has access to QuickBooks Online. QuickBooks Desktop is not supported. If the connection fails, go back to the Integrations page and try again.
  • Data not appearing after connecting — The initial sync can take a few minutes depending on how much data is in your QuickBooks account. Check the integration status on the Integrations page to confirm the sync is in progress.
  • Stale or outdated numbers — Nummbas syncs your QuickBooks data automatically every 4 hours. Check the last sync time and any status message on the Integrations page. If you need to rebuild the import, see Reimporting data.
  • Token expired — QuickBooks OAuth tokens expire periodically. If your connection shows Needs attention, select Reconnect on the QuickBooks card and approve access again. If you have several connections, select Manage and reconnect the affected account. Nummbas will handle the token refresh automatically in most cases.