QuickBooks Integration

Connect Centage to QuickBooks

Automatically sync your QuickBooks actuals with Centage for real-time budgeting and forecasting. Works with both QuickBooks Desktop and QuickBooks Online.

How It Works

1

Connect

Enter your QuickBooks credentials and authorize the secure connection to your QuickBooks Desktop or Online account.

2

Map

Map your QuickBooks chart of accounts, classes, and locations to Centage dimensions with smart auto-mapping.

3

Sync

Actuals flow automatically on your schedule—daily, weekly, or monthly—with no manual exports required.

4

Analyze

Budget, forecast, and report using always-current QuickBooks data inside the Centage platform.

Integration Features

Everything you need to keep QuickBooks and Centage perfectly in sync.

Auto Actuals Import

Automatically pull actuals from QuickBooks into Centage—no CSV exports or manual data entry required.

Chart of Accounts Sync

Your QuickBooks chart of accounts maps directly to Centage dimensions for seamless alignment.

Desktop + Online Support

Works with both QuickBooks Desktop and QuickBooks Online, so you're covered no matter your setup.

Historical Data Import

Import years of historical actuals to power trend analysis, rolling forecasts, and variance reporting.

Scheduled Refresh

Set your sync cadence—daily, weekly, or monthly—and let Centage keep your data fresh automatically.

Class & Location Mapping

Map QuickBooks classes and locations to Centage dimensions for multi-dimensional budgeting and reporting.

Customer & Vendor Sync

Sync customer and vendor data for revenue and expense planning at a granular level.

Journal Entry Support

Import journal entries and adjustments so your budget-to-actual comparisons are always accurate.

Why Connect QuickBooks?

Automated Data Flow

Eliminate manual data exports and imports. Your QuickBooks actuals flow into Centage automatically on a schedule you control, saving hours of tedious work every month.

One-Time Account Mapping

Map your QuickBooks chart of accounts to Centage once, and the integration keeps everything aligned. When accounts change, smart sync picks up the updates.

Real-Time Accuracy

Always work with current data. Scheduled syncs mean your forecasts, variance reports, and dashboards reflect the latest actuals from QuickBooks.

FAQ

QuickBooks Integration FAQs

Yes. Centage integrates with both QuickBooks Online and QuickBooks Desktop (Pro, Premier, and Enterprise editions). The connection method differs slightly, but the end result is the same seamless data flow.

You control the schedule. Most customers sync daily, but you can choose weekly or monthly intervals. On-demand sync is also available anytime you need the latest numbers.

Centage provides smart auto-mapping that matches your QuickBooks chart of accounts to Centage dimensions automatically. You can review and adjust mappings as needed, but most of the work is done for you.

Absolutely. During setup, you can import multiple years of historical actuals from QuickBooks to power trend analysis, rolling forecasts, and year-over-year variance reporting.

Centage detects new or modified accounts in QuickBooks and alerts you to map them. Existing mappings remain intact, so changes are handled incrementally without disrupting your workflows.

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