{% extends "base.html" %} {% block content %}

QuickBooks Integration

Connect your QuickBooks account to automatically send transactions

{% if qb_connected %}
Connected to QuickBooks {% if company_info.CompanyName %} Company: {{ company_info.CompanyName }} {% endif %} Realm ID: {{ session.qb_realm_id }}
{% else %}
Not connected to QuickBooks
{% endif %}
{% if not qb_connected %} Connect QuickBooks {% else %} {% endif %}

📊 How it works:

  • Click "Connect QuickBooks" to authorize this app
  • You'll be redirected to Intuit for authentication
  • After connecting, convert PDFs to Excel as usual
  • Use "Send to QuickBooks" button to import transactions
  • Currently supports expense transactions (debits)
  • Vendors are automatically created if they don't exist
Important: You need to register this app with Intuit Developer and get your own Client ID and Client Secret. Update them in config.py.
{% endblock %}