Connecting QuickBooks to Oryon
Oryon reads your QuickBooks Online company once a day and shows income, expenses, net profit, cash, receivables and payables beside your marketing data. Oryon only ever reads from QuickBooks — it never creates or changes anything in your books.
Last updated: 13 October 2026
Before you start
An Oryon workspace and the right role
QuickBooks is connected from inside an existing Oryon workspace. Only a workspace owner or admin can connect, configure or disconnect a source; a member who opens Connections is sent back to the dashboard.
A QuickBooks Online company you administer
You approve the connection on Intuit's own screen, so you need to be an admin of the QuickBooks Online company you want Oryon to read. QuickBooks Desktop is not supported.
The Beta chip
The QuickBooks card carries a Beta chip. It does not change how you connect — the steps below are the same as for any other source.
Connect QuickBooks
Open Connections
In Oryon, choose Connections in the left sidebar. QuickBooks appears in the Finance category of available connectors.
Approve on Intuit
Choose Connect, sign in to Intuit if asked, pick the company and approve. You land back on Connections with the banner "QuickBooks is connected." There is no account or resource to pick in Oryon: the company you chose on Intuit's screen is the one Oryon reads.
Wait for the first sync
The first sync starts on its own and brings in the last 12 months. It runs in the background, so your charts fill in a few moments after connecting.
What you will see
- QuickBooks page — income, expenses, net profit and profit margin for the period, plus cash, receivables and payables as of the end of the period.
- Performance — a Finance group of KPIs you can pin, including how much of your income went to advertising.
Accrual figures that match your reports
Figures use accrual accounting, QuickBooks' default: income counts when invoiced, expenses when billed. They match the Profit & Loss and Balance Sheet reports in QuickBooks. Expenses include cost of goods sold and other expenses — everything the Profit & Loss subtracts from income.
Balances are not added up
Cash, receivables and payables are balances. For any period, Oryon shows the latest balance in that period, never a sum of daily balances.
Kept apart from Revenue
QuickBooks income is shown on its own and never added to the Revenue figure from Stripe, Shopify or your CRM — your books usually already include those sales.
Currency
Amounts are in your QuickBooks company's home currency.
What is stored
Daily totals only — one number per figure per day. Oryon does not store invoices, bills, customers or suppliers.
Disconnect
Choose Disconnect on the QuickBooks card. Oryon withdraws its access at Intuit, so the app also disappears from the connected apps in your QuickBooks company, and stops reading your books. Disconnecting also removes your QuickBooks data from Oryon; reconnecting — the same company or another one — re-imports the last 12 months.
Oryon's access is withdrawn at Intuit for that company as a whole, not for one workspace: if you connected the same QuickBooks company to another Oryon workspace, that workspace will need to reconnect too.
Troubleshooting
"We couldn't finish connecting QuickBooks. Nothing was saved — please try again."
Oryon checks that it can read the company you picked before saving the connection. If that check fails, nothing is stored. Make sure you are an admin of the company, then choose Connect on the QuickBooks card and try again.
The card shows Reconnect required
QuickBooks access was withdrawn, or has expired. Choose Reconnect and approve Intuit's screen again, picking the same company.
Need help?
Email support@oryondata.com and say what the QuickBooks card on the Connections page shows. We reply in English or French.
Next steps
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