How to connect QuickBooks to Plexflow

Video

Overview

The QuickBooks integration lets you synchronize your Plexflow data to your QuickBooks account.
Important: the connection is one-way. The information goes from Plexflow and is synchronized into QuickBooks (there is no flow back from QuickBooks to Plexflow).

Prerequisites

Before you start, make sure you:

• Have an active QuickBooks account
• Have access to the QuickBooks company you want to connect (rights and credentials)
• Are signed in to the right subaccount in Plexflow (if your organization uses several)

Understanding the connection structure (Plexflow subaccounts and QuickBooks companies)

In Plexflow, the connection to QuickBooks is done by subaccount.

• Each Plexflow subaccount can be connected to one company in QuickBooks.
• You can therefore:
• 1. Connect several Plexflow subaccounts to a single QuickBooks company
  2. Connect one Plexflow subaccount to a different QuickBooks company (if you have several QuickBooks companies/accounts)

Tip: take a moment to define your structure before connecting QuickBooks, especially if you manage several subaccounts or several companies.

Steps to connect QuickBooks to Plexflow

1) Select the right subaccount

In Plexflow, make sure you are in the right subaccount (if applicable).
This is the subaccount that will be linked to QuickBooks.

2) Open the Integration section

In Plexflow:

1. Click the small person in the top right
2. Select Profile
3. Open the Integrations section

3) Start the QuickBooks connection

1. Click Connect QuickBooks
2. Sign in to QuickBooks if necessary

4) Select your QuickBooks company

Once the connection is established, QuickBooks will ask you to select a company.
If the setup worked properly, you will see the company associated with your QuickBooks account, or the name of the company available in the list.
If you have several companies in QuickBooks, make sure you choose the right one.

5) Read and approve the terms

The last step is to read and approve the terms.
Once this is done, your account is connected.

Updated on: 12/11/2026