Connect QuickBooks to Uku

Company Admin or Company Owner role on a Team or Elite subscription. You also need a QuickBooks Online login with Master Admin or Company Admin privileges on the company file you want to connect — only those roles can grant third-party apps access.

QuickBooks is the right integration for firms in the United States and United Kingdom, and works for any region where QuickBooks Online is available. (QuickBooks Desktop is not supported.)

Path: Settings & Apps → QuickBooks

1. Open Settings & Apps and find the QuickBooks card.
2. Click the card to open the integration dialog and, on the Overview tab, click Enable.
3. Switch to the Connect to QuickBooks tab.
4. Click Authorize. Uku redirects you to the Intuit sign-in page.
5. Sign in to QuickBooks Online and pick the company file you want to connect to Uku.
6. Grant the requested accounting scopes. Intuit returns you to Uku and the connection is confirmed.

OAuth tokens are stored in Uku and refreshed automatically. Intuit refresh tokens rotate on every use, so you do not need to re-authorize unless the connection is explicitly revoked.

QuickBooks is one-way inbound for the standard work-statistics flow used by accounting summary tasks. In addition, Uku can push invoices generated in Uku into the connected QuickBooks company file and read invoice paid status back.

Data	Direction	Notes
Clients (QuickBooks customers)	QuickBooks → Uku	Imported into the Integration column of the client list; matched on contact details.
Products and services	QuickBooks → Uku	Available when configuring billing products in Uku.
Invoices	Uku → QuickBooks	Uku invoices can be sent to the QuickBooks company file when they are issued.
Invoice paid status	QuickBooks → Uku	Uku reads paid amounts and dates back from QuickBooks.
Work statistics	QuickBooks → Uku	Optional: drives monthly summary tasks per the accounting integrations setup.

Country-specific data (UK VAT codes, US sales tax) is handled by QuickBooks; Uku reads tax rates from the company file when sending an invoice. For the summary task and data-field setup, see Setting up accounting integrations.

1. Open Settings & Apps → QuickBooks.
2. To reconnect: on the Connect to QuickBooks tab, click Authorize again. You can pick a different company file when Intuit prompts you.
3. To disconnect: on the Overview tab, click Disconnect. Uku revokes its Intuit token and clears the connected company. Existing invoices and clients in Uku are preserved.

You can also revoke Uku from inside QuickBooks at Apps → My Apps → Disconnect. Uku will detect the broken token on the next sync and prompt you to re-authorize.

Intuit only allows the Master Admin or a Company Admin of the QuickBooks file to authorize third-party apps. Sign in with that account and try again.

Disconnect on the Overview tab, then re-authorize. When Intuit asks “Which company are you connecting?”, pick the correct file. Uku stores one QuickBooks company per Uku company.

Intuit revokes refresh tokens that go unused for an extended period. Open Settings & Apps → QuickBooks → Connect to QuickBooks and click Authorize to re-issue tokens. Existing data is preserved.

Click Reload data in the integration Settings tab. This re-imports the last 12 months of QuickBooks data. If the customer or item still does not appear, check that it is not marked Inactive in QuickBooks — Uku skips inactive records.