# Integrating with QuickBooks

You can connect your **QuickBooks** account to Drivetrain in just a few steps. This guide is designed for QuickBooks admins, including those who may not be familiar with Drivetrain. You can complete the setup on your own.

### Prerequisites

Before you begin, make sure you have:

* An active **QuickBooks account** with **Company Admin** privileges
* **Admin Access to Drivetrain** with permission to add data sources

{% hint style="info" %}
You can use either your own QuickBooks account or a shared company account. Make sure you're logged into both **QuickBooks** and **Drivetrain** in the **same browser window** before starting authentication.
{% endhint %}

{% hint style="warning" %}
Only a **Quickbooks Company Admin** can complete this integration. This is a **QuickBooks restriction** for all third-party API connections.
{% endhint %}

### Connecting Quickbooks to Drivetrain

#### Step 1: Start a New Connection in Drivetrain

1. Go to the **Data page** in Drivetrain
2. Click **+** in the top-left corner to connect a data source.
3. Select **QuickBooks** from the list of available integrations
4. Click **Connect to Quickbooks →**

<figure><img src="/files/CGYgITFUFuybxagoswVm" alt=""><figcaption></figcaption></figure>

#### Step 2: Log In to QuickBooks

1. You’ll be redirected to the **QuickBooks login page**
2. Sign in using your **QuickBooks admin account credentials**
3. If prompted, complete the **Multi-Factor Authentication** steps

<figure><img src="/files/VUt0q4oYcLZJxR0rdMxq" alt=""><figcaption></figcaption></figure>

{% hint style="warning" %}
If your **QuickBooks account** has access to **multiple companies**, you’ll be prompted to select one during setup. To connect another company, complete the setup for the first one, then return to **Step 1** and repeat the process.
{% endhint %}

#### Step 3: Complete the Integration

After logging into your QuickBooks account, you’ll be redirected back to Drivetrain.

* The sync will begin automatically, and a **“Sync in progress”** message will appear at the top of the page.&#x20;
* During the sync, you may briefly see a list of tables being processed.
* Once complete, Drivetrain standard datasets for QuickBooks—**Account**, **General Ledger**, and **Trial Balance**—will appear, and the data will be ready for use.

<figure><img src="/files/ORSCFwUEkr8nVcRb4H2p" alt=""><figcaption></figcaption></figure>

{% hint style="info" %}
The syncing process continues automatically after authentication.
{% endhint %}

### Troubleshooting

<details>

<summary>The sync started, but I don’t see any datasets.</summary>

Syncing can take between **30 to 120 minutes**, depending on the **volume of your data**. After waiting a while, refresh the page. If datasets still don’t appear, try reconnecting QuickBooks.

</details>

<details>

<summary>Datasets are showing, but some tables are missing.</summary>

Ensure that the QuickBooks account has access to all company modules (e.g., Invoices, Bills, Chart of Accounts). If certain modules are restricted or not enabled in QuickBooks, their corresponding datasets won’t appear in Drivetrain.

</details>

<details>

<summary>Nothing’s working. Can someone from Drivetrain help?</summary>

You can also reach out to your Drivetrain integration partner for assistance—they’ll guide you through the connection process and request temporary access if needed for validation. [View steps to grant access.](/integration-guide/integrate-with-drivetrain/accounting-and-erp/integrating-with-quickbooks/grant-temporary-access-to-quickbooks.md)&#x20;

</details>


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