How to integrate QuickBooks

Setting up Quickbooks integration is easy for Plus and Premium account holders. (If you’re on the Free or Standard plan and want to upgrade, go to Billing and click on Upgrade under the plan you want.)

Click Integrate with QuickBooks in the right-hand column. Under Quickbooks Integration, click the green plus next to Add Quickbooks Account. Sign in to authorize Pulse to access your QuickBooks Online account. If you have multiple accounts, select which one(s) you’d like to integrate.

Edit the name of your QuickBooks account and select which bank accounts you’d like to use.

Now what?

Now if you go to your Cash Flow monthly view, the blue row across the top shows what we projected in Pulse, and the gray row below shows your cash on hand from QuickBooks Online.

This lets us see the differences between what we thought our cash flow would look like, versus our actual transactions.

Bear in mind, your information will be only as accurate as you’ve entered it into QuickBooks. This integration doesn’t automate anything, but it arms you with the knowledge needed to prepare for what might happen.

QuickBooks won’t show you your cash on hand as a trend line, but Pulse will – and it will compare what did happen against what you thought was going to happen.

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