QuickBooks

    Connect your QuickBooks with Zensus

    Invoices, bills, and what you owe and are owed, straight from your books. Synced daily through Intuit OAuth.

    What Zensus reads

    Invoices, bills, payments, and purchases; your chart of accounts; the Profit and Loss and Balance Sheet reports; and basic company information, including your home currency. It is the same data your bookkeeper sees inside QuickBooks Online.

    What Zensus never reads

    Your Intuit password, your credit card details, or anything outside the QuickBooks Online accounting access you approve when you sign in.

    What it does in your forecast

    Open invoices, the ones with a balance still owed, become cash you expect to receive. Open bills become cash you expect to pay. That puts commitments in your forecast before they reach the bank, alongside the history from your books. How that compares with the planner built into QuickBooks Online is on the QuickBooks Online cash flow forecasting software page.

    How to connect

    1. In Zensus, open Settings, then Integrations, and connect QuickBooks.
    2. Sign in to Intuit and choose the company to connect.
    3. Approve access. Zensus receives its tokens from Intuit and runs the first sync.

    How often it syncs

    QuickBooks syncs once a day. Zensus also syncs when you open the app if the data is more than an hour old, and whenever you press Sync.

    Currencies

    Zensus forecasts in your QuickBooks home currency and does not convert currencies. Invoices and bills in another currency are left out of the projection.

    How to disconnect

    Open Settings, then Integrations, and disconnect QuickBooks. Zensus revokes its access with Intuit immediately, deletes the stored tokens, and stops syncing. You can also remove Zensus from your Intuit account. Accounting data that was already synced is kept while your Zensus account is active, as the Privacy Policy describes, and you can ask for it to be deleted at any time. If you later connect a different QuickBooks company, the first company's synced data is removed, so two companies are never mixed in one forecast.

    Security specifics

    Intuit issues a short-lived access token and a longer-lived refresh token. Zensus encrypts both at rest with AES-256-GCM and renews them automatically before they expire. Your QuickBooks credentials stay with Intuit; Zensus never sees them.

    Common questions

    Do I need QuickBooks to use Zensus?
    No. You can connect a bank through Plaid on its own. QuickBooks adds your open invoices and bills, so the forecast includes money that is owed but has not moved yet.
    How often does QuickBooks data update in Zensus?
    Once a day. Zensus also syncs when you open the app if the data is more than an hour old, and you can sync by hand at any time.
    Does Zensus handle more than one currency in QuickBooks?
    Zensus forecasts in your QuickBooks home currency and does not convert currencies. Invoices and bills in another currency are left out of the projection.
    What happens to my data if I disconnect QuickBooks?
    Zensus revokes its access with Intuit immediately, deletes the stored tokens, and stops syncing. Accounting data that was already synced is kept while your Zensus account is active, and you can ask for it to be deleted at any time. If you later connect a different QuickBooks company, the first company's synced data is removed.
    Does Zensus see my Intuit password?
    No. You sign in on Intuit's own page. Zensus receives tokens from Intuit, stores them encrypted with AES-256-GCM, and never sees your password.

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