Last updated: April 27, 2026
FifthFirm connects to QuickBooks Online (QBO) to power AI-assisted bookkeeping, financial reporting, reconciliation, and advisory features. The integration uses Intuit's official OAuth 2.0 protocol — the same secure authorization standard QBO uses for third-party app connections.
QuickBooks and Intuit are trademarks of Intuit Inc. FifthFirm is an independent product and is not endorsed by or affiliated with Intuit Inc.
From your FifthFirm dashboard, go to Dashboard → Integrations.
Click the Connect QuickBooksbutton on the QuickBooks Online card. You'll be redirected to Intuit's authorization page.
Sign in with your Intuit/QuickBooks credentials. If you have multiple companies, select the one you want to connect.
Review the permissions FifthFirm is requesting and click Connect. You'll be redirected back to FifthFirm.
Your dashboard will show your company name, cash balance, and recent transactions pulled from QBO. The integration card will show "Connected" status.
FifthFirm accesses the following QBO data types to provide its services:
| Data Type | Access | Used For |
|---|---|---|
| Chart of Accounts | Read & Write | Account categorization, financial statement structure |
| Transactions (invoices, bills, payments) | Read & Write | Bookkeeping, reconciliation, cash flow analysis |
| Customers | Read | Client reporting, AR aging |
| Vendors | Read | AP management, expense analysis |
| Journal Entries | Read & Write | Month-end adjustments, accruals |
| Financial Reports (P&L, BS, CF) | Read | Dashboard KPIs, financial statements |
| Bank Transactions | Read | Reconciliation, categorization |
| Company Info | Read | Display company name, verify connection |
FifthFirm requests the following OAuth 2.0 scopes:
| Scope | What It Grants |
|---|---|
| com.intuit.quickbooks.accounting | Read and write access to accounting data (chart of accounts, transactions, customers, vendors, items, and reports) |
| openid | Basic identity verification |
| profile | Your name for display purposes |
| Your email for account matching |
We request the minimum scopes needed to provide the Service. We do not request payroll, employee, or tax filing scopes unless you explicitly enable those features.
You can disconnect QuickBooks from FifthFirm at any time using either method:
Dashboard → Integrations → QuickBooks Online card.
Click the Disconnect button. FifthFirm will revoke the OAuth tokens and delete cached QBO data within 30 days.
In QuickBooks Online, go to Settings (gear icon) → Manage Apps.
Find FifthFirm in the list of connected apps and click Disconnect.
Access tokens expire every hour and are refreshed automatically. If you see a persistent error, the refresh token may have expired (101-day lifetime). Go to Integrations → Reconnect to re-authorize.
FifthFirm fetches live data from QBO on each dashboard load. If data appears stale, check that the transaction exists in QBO first. There is no sync delay — changes in QBO appear immediately in FifthFirm.
Disconnect the current company (see above), then reconnect and select the correct company during the Intuit authorization step.
The QBO user who authorizes the connection must have Admin access to the company. Ask a QBO admin to perform the connection, or have them grant you admin access first.
Contact support@fifthfirm.com with your organization name and a description of the issue. We typically respond within 1 business day.
Yes. Each client in FifthFirm can have its own QBO connection. Go to the client's detail page and connect their specific QBO company.
Not currently. FifthFirm integrates with QuickBooks Online only. If you use QuickBooks Desktop, Intuit offers a migration tool to move to QBO.
Your data remains in QuickBooks — FifthFirm never moves data out of QBO. Upon cancellation, we delete cached data within 30 days. Financial records required for regulatory compliance are retained for 7 years per our Privacy Policy.
We are currently pursuing SOC 2 Type II certification. Contact us at legal@fifthfirm.com for our current security documentation and DPA.