QuickBooks

QuickBooks Online is the active accounting provider for Arboris. A QuickBooks connection gives each client workspace the source data needed for portfolio triage, financial analysis, AI evidence, anomalies, and report export.

Connect QuickBooks

Open the client workspace.
Select Integrations.
Choose Connect QuickBooks.
Sign in to Intuit.
Select the QuickBooks Online company for this Arboris client.
Authorize Arboris.
Return to Arboris and watch the sync state.

Make sure you select the intended QuickBooks company. One Arboris client maps to one accounting integration.

What Arboris imports

QuickBooks sync brings in the source data Arboris needs for the CFO workflow:

Data type	Examples
Financial reports	Profit and Loss, Balance Sheet, Cash Flow, AR Aging, AP Aging, Trial Balance, General Ledger Detail, and Vendor Balance Detail.
Accounts	Chart of accounts and accounting category structure.
Transactions	Purchases, bills, invoices, payments, journal entries, bill payments, sales receipts, credit memos, refund receipts, vendor credits, deposits, and transfers.
Master data	Customer, vendor, and employee references needed for search, evidence labels, and review context.

Arboris uses QuickBooks reports as the authority for financial statement metrics. Transaction data supports drilldown, cost breakdown, anomaly detection, search, and evidence, but it does not replace missing QuickBooks statement reports.

Sync behavior

Behavior	Current product rule
Accounting basis	Accrual basis.
Historical window	Two years of source data.
Period handling	Complete periods only for KPI conclusions.
Ongoing sync	Automatically refreshes every 6 hours.
Manual sync	Available from the Integrations tab.
Retry	Failed syncs retry automatically up to 3 times before requiring user action.

Each sync refreshes the source window so later QuickBooks adjustments can flow into Arboris. If a sync fails, review the sync history and reconnect QuickBooks when authorization was revoked or expired.

After the first sync

Open Analysis.
Confirm source coverage and latest successful sync.
Review the KPI cards and any suppressed values.
Open anomalies and trend sections for drivers.
Ask AI Chat focused questions about the material changes.
Export the report after reviewing confidence tags, evidence, and data gaps.

Privacy and evidence handling

Arboris uses synced QuickBooks data as evidence for financial analysis. Customer and vendor names can appear as evidence labels where useful to a CFO. Sensitive contact fields and employee identity details are not used as AI prompt evidence for client-facing analysis.

AI claims are tagged with High, Moderate, or Low confidence and include supporting evidence when they make analytical statements.

Reconnect

Reconnect QuickBooks when:

The QuickBooks administrator revoked access.
Authorization failed.
A sync error indicates the connection is no longer valid.
The client intentionally needs to restore syncing after a disconnect.

Reconnecting restores sync for the existing Arboris client workspace.

Disconnect or purge

Use Disconnect to stop future QuickBooks syncs while keeping historical analysis available.

Use Purge only when you intentionally want to remove synced QuickBooks source data for that client. After purge, Analysis, AI Chat, and Reports need a new successful sync before they can use current QuickBooks evidence again.

Troubleshooting

Symptom	Recommended action
No data in Analysis	Connect QuickBooks and complete the first sync.
Sync is stale	Run a manual sync from Integrations.
Sync failed repeatedly	Read the latest sync error and reconnect if authorization was lost.
KPI shows an em dash	Open the suppression reason. The required QuickBooks report, comparison period, or source value may be missing.
AI will not answer an analysis question	Confirm the client has synced financial data. Arboris does not fabricate analysis when no client data exists.

QuickBooks is active today. Xero and CSV import are coming soon and should not be used as active connection paths.