The QuickBooks integration sends Rundoo's journal entries — sales, purchases, the whole ledger — into QuickBooks every night, so your bookkeeper opens QuickBooks in the morning and the numbers are already there.
In the Admin > QuickBooks > Journal Entries tab, you'll see every journal entry Rundoo has generated, whether it's been exported yet, and whether it was auto-generated on the nightly schedule or manually triggered. The Settings top tab is where you connect QuickBooks, pick which accounts the export lands in, and turn the nightly automation on or off.
Rundoo talks to both flavors of QuickBooks — QuickBooks Online (QBO) and QuickBooks Desktop (QBD). The mechanic is different for each, so the first thing you pick on the Settings tab is which version you use.
In the Admin > QuickBooks > Settings tab, open the Quickbooks version dropdown at the top of the Setup card:
QuickBooks Online (QBO) — cloud QuickBooks. Connecting opens an OAuth handshake with Intuit where you log into your QuickBooks company and authorize Rundoo to post journal entries on your behalf. Once connected, nightly exports post directly into QBO with no manual step.QuickBooks Desktop (QBD) — the installed-on-a-PC version. There's no live connection; Rundoo generates journal-entry files that your bookkeeper imports into QBD. Nightly export still runs on the Rundoo side — what you're "connecting" is the export format, not a live link.Pick the version that matches what your business actually uses, then hit Save changes.
Once QuickBooks Online (QBO) is selected, a blue Connect QuickBooks Online button appears right under the version picker. Clicking it opens Intuit's authorization flow in a new tab: sign into QuickBooks with your Intuit credentials, pick the company file you want Rundoo to post to, and approve the permissions. When the flow finishes you land back in Rundoo and the Setup card shows the connected company.
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Use an Intuit login that has posting rights in the QBO company you're connecting. If you have a bookkeeper who owns the QuickBooks file, do the OAuth handshake from their login — or have them add you as a user with posting rights first.
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With QuickBooks Desktop (QBD) selected, there's no Connect button to click. Rundoo generates journal-entry files on the nightly schedule and surfaces them on the Journal Entries tab; your bookkeeper downloads them and imports into QuickBooks Desktop. Setup is really just about mapping the right Rundoo accounts to your QBD Chart of Accounts so the import lines up — see Mapping Rundoo accounts to QuickBooks accounts below.
Rundoo exports two kinds of journal entries to QuickBooks, on the schedule you turn on in Settings:
