QB
OnePlan + QuickBooks
ERP & Accounting
Automatically import your QuickBooks financials into OnePlan for real-time budgeting and forecasting.
What You Can Sync
- Chart of accounts
- Profit & loss data
- Balance sheet
- Invoice data
- Vendor payments
How It Works
Step 1
Connect
One-click QuickBooks authorization
Step 2
Map
Auto-map your accounts
Step 3
Sync
Continuous data sync
Sync Frequency
- Real-time (on change)
- Scheduled (hourly, daily)
- On-demand
Security
- OAuth 2.0 authentication
- Read-only access
- SOC 2-aligned controls
- Encrypted connections