QUICKBOOKS INTEGRATION

Connect QuickBooks to Fraxo

Pull profit and loss, balance sheets, invoices, and account data directly into each client workspace. No more logging in and out of multiple QuickBooks accounts.

THE QUICKBOOKS CHALLENGE

Multiple clients, multiple QuickBooks files

As a fractional CFO or financial consultant, you likely have 4-6 clients, and most of them use QuickBooks. That means 4-6 different company files, 4-6 different logins, and an endless cycle of logging in and out to check financial data.

Fraxo solves this with a secure, OAuth-connected QuickBooks integration. Each client authorizes their own QuickBooks account — you never handle their credentials. Once connected, their financial data appears directly in their Fraxo workspace.

View P&L, balance sheets, recent invoices, and account summaries without leaving Fraxo. Generate monthly financial reports that pull real QuickBooks data. And when the engagement ends, the client revokes access with one click.

CONNECTED DATA

What you can pull from QuickBooks

Profit & Loss

Current P&L with period comparisons. Revenue, COGS, expenses, and net income at a glance for every client.

Balance Sheet

Assets, liabilities, and equity snapshot. Track financial health across all client companies from one dashboard.

Invoice Tracking

Recent invoices, payment status, and outstanding amounts. Know which clients have unpaid bills without opening QuickBooks.

Account List

Chart of accounts for each client. Review account categories and balances for deeper financial analysis.

Company Info

Basic company profile data pulled directly from QuickBooks. Client name, address, and fiscal year settings.

Financial Health Score

Fraxo combines QuickBooks data with deliverable status and hours tracked to calculate an overall client health score.

HOW IT WORKS

Secure OAuth in three clicks

Step 1: In a client workspace, open the Integrations panel and select QuickBooks.

Step 2: The client (or you, with their permission) clicks Connect and authorizes Fraxo via Intuit OAuth. We request read-only access to financial data.

Step 3: QuickBooks data appears in the client workspace within seconds. P&L, balance sheet, invoices — all visible without switching apps.

When the engagement ends, disconnect with one click. The client retains full control over their data at all times.

Ready to stop switching QuickBooks accounts?

Connect QuickBooks to Fraxo and see every client\'s financials in one place. 14-day free trial.

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