🔧 How to Set Up the QuickBooks Integration

Last Updated: October 2026

Setting up the Client Hub integration with QuickBooks only takes a few minutes and helps streamline the process of tracking uncategorized transactions.

🔐 Before you begin:

• You must be a Client Hub Admin user and have access to the client’s QuickBooks company file.
• Once the connection is established, the Books Review feature (firm only access) is automatically enabled.

🛠 Step-by-Step Setup Instructions

1. Open Setup & Settings. From the left-hand menu in Client Hub, click Setup & Settings.
2. Go to QuickBooks Integration. In the Advanced section, click QuickBooks Integration.
3. Connect to QuickBooks. Click Add Another QuickBooks Company.
4. Log in to QuickBooks. On the QuickBooks login screen, enter your QuickBooks credentials.
5. Choose the Right Company File. If you’re a QuickBooks Accountant user, select your firm name first, then the client company file you want to connect.
6. Authorize the Connection. You’ll be asked to allow Client Hub to view and update QuickBooks data. Click Connect to confirm.
7. Select Monitored Accounts. Follow the prompts to choose which Expense or Income accounts should be monitored.

⚠️ Do not select Bank or Credit Card accounts.

Only use accounts related to uncategorized or push-to-client transactions.

🧾 Optional: Turn On Receipts

If you’d like clients to upload receipts that you can match to QuickBooks transactions, you can turn on Receipts for the workspace once it’s connected.

1. On the QuickBooks Integration page, find the Client Hub Workspace you want to use.
2. In the Receipts column, switch the toggle on.

Once Receipts is on, you can manage receipts for that client under Books → Receipts, and your client will see a Receipts tab in their workspace.

📝 Note: Receipts has its own settings, separate from the monitored accounts above. In Receipt Settings, you’ll map each payment method to a QuickBooks Bank or Credit Card account so receipts can be recorded as paid transactions. This doesn’t change the monitored accounts you chose during setup. See Using Receipts to Collect and Match Client Receipts for the full walkthrough.

Once connected, any supported transactions posted to those accounts in QuickBooks will trigger a Client Task in the associated workspace, automating your review and follow-up process.

🔗 Related Articles

• Troubleshooting QuickBooks Connection Issues
• How to Request Receipts for QuickBooks Transactions That Are Already Categorized
• Using the Setup & Settings Page in Client Hub