Integrating with QuickBooks

Connect QuickBooks to Drivetrain quickly—no provisioning or support required.

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

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.

Only a Quickbooks Company Admin can complete this integration. This is a QuickBooks restriction for all third-party API connections.

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 →

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

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.

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.

• 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.

The syncing process continues automatically after authentication.

Troubleshooting

The sync started, but I don’t see any datasets.

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.

Datasets are showing, but some tables are missing.

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.

Nothing’s working. Can someone from Drivetrain help?

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.