Connect a company's QuickBooks Online, add it to the Portfolio, and bring its months into the books with Sync. Haruno only reads QuickBooks and never changes anything in it.
Mac appAvailable
Windows appAvailable
QuickBooks Online is the accounting service many small companies use. With a QuickBooks company in the Portfolio, Haruno brings in its monthly figures itself. Nobody has to export files by hand.
Haruno only reads. It asks QuickBooks for reports and account lists. Nothing is ever created, changed or deleted in QuickBooks.
QuickBooks is not a connector
There is no QuickBooks card in Settings ▸ Connectors, and chat has no tool that reads QuickBooks. A company's figures reach Haruno one way: through its books in the Portfolio. Chat then reads those books, as the last close left them.
The four steps
Connect the company to your organization's QuickBooks portfolio.
Add it to the Portfolio on this computer.
Sync to bring in its months.
Close the month, so the figures go into the ledger.
A sync only files the months. A month is not in the books that chat reads until you close it.
Connect a company
The portfolio belongs to your organization and is kept on Haruno's servers. Someone with no organization has a portfolio of their own. QuickBooks sign-ins stay on the server. They never reach your computer.
There are three places to connect:
The Connect QuickBooks step when Haruno is first set up. Press Intuit's Connect to QuickBooks button and approve the company in your browser. Connect again for each further company, then press Finish. Manage on dashboard opens the dashboard.
The QuickBooks page on the dashboard.
Add company on the Portfolio, under From QuickBooks, by pressing Company not listed?.
From the app, the first and the third open a Haruno page in your browser, and it takes you on to Intuit's own sign-in page. The app says Finish signing in to QuickBooks in your browser. and waits. Press Cancel sign-in to stop. A sign-in that is cancelled connects nothing, even if you finish it in the browser later.
One more step: confirm in the dashboard. After you approve the company on Intuit's page, the browser shows a Haruno page that says nothing is connected yet. Open the Haruno dashboard, signed in to the same Haruno account, and confirm adding the company, as Connect a company shows. The app keeps waiting until you do. If about eight minutes pass first, the app stops waiting and you start again.
Only organization admins connect companies
A member can add a connected company to this computer, sync it, rename it and archive it. A member cannot connect, reconnect, disconnect or remove one. The sheet says an administrator of the organization adds QuickBooks companies.
Add a company to the Portfolio
Open Add company ▸ From QuickBooks
It lists the QuickBooks companies of your organization that are not on this computer yet. The sheet also says what Sync brings and shows Intuit's data disclosure, with a link to the Data Processing Disclosure.
Add company, From QuickBooks.
Tick the companies and press Add
The button reads Add, or Add 2 companies, and so on. Each company gets books on this computer and its first sync starts at once. If you add one company, its page opens on the months being fetched.
Two cases get a different button.
If books of the same name are already on this computer, the row says that company is already on this computer, and the button reads Link. It links those books to the QuickBooks company and makes no second company.
A company you archived on this computer shows as (archived). Choosing it restores its books without a sync.
Opening the Portfolio adds nothing by itself. A company arrives only when someone adds it.
Sync
A company linked to QuickBooks shows a line on its card: Not synced yet, Synced with the time, or a warning. Press Sync on the card, or Sync all in the toolbar.
Sync all in the toolbar, and a Sync button on the company's card.
What a sync brings:
Each month's Balance Sheet, Profit and Loss and Trial Balance. A trial balance lists every account and its balance.
Where it is offered, also the receivables and payables agings (who owes what and for how long), transactions by vendor, profit and loss by class, cash flows, budgets, ledger entries and recurring templates.
The first sync goes back 24 months. Later syncs fetch every month that is missing, and always the last three months, since those can still change in QuickBooks. A sync never asks for more than 36 months.
If a month is edited in QuickBooks, Haruno notices and fetches it again.
A sync keeps going when you leave the page. Pressing Sync again joins the one in progress. Haruno syncs a few companies at a time and the rest wait, reading Fetching months…. Sync all reports how many companies synced and names the ones that did not.
A sync saves a copy of the company's QuickBooks records on this computer. That includes customer and vendor names.
A company just added has nothing in it until its first sync finishes. Its Files tab says Fetching months from QuickBooks…, and that you can leave the page while it runs. A company that reads QuickBooks does not read other files, except QuickBooks reconciliation reports. Any other file is marked Not used.
When something needs attention
The card says
What it means
QuickBooks needs you to sign in again
The sign-in expired. An admin presses Reconnect, or Reconnect on the dashboard where the app cannot sign in
Disconnected from QuickBooks
Access was withdrawn. The books on this computer are kept
Removed from the organization's QuickBooks
An admin removed it on the dashboard. The books are kept and nothing more syncs
Archived in the organization's QuickBooks
It is paused. Sync all leaves it out
The menu on a linked company.
The ⋯ menu on a linked company has these items. Each one asks first.
Disconnect from QuickBooks stops Haruno reading the company. The books stay and you can reconnect later.
Stop syncing from QuickBooks drops the link on this computer. The books stay, with every close and report. Adding the company again later syncs into the same books. You can also archive the books.
Remove from portfolio takes the company out of the organization's portfolio for everyone in it. You can also archive its books here. Your QuickBooks data is not changed.
If someone disconnects Haruno inside QuickBooks, the company is removed from the portfolio once Intuit confirms the access is gone. Adding it again finds its books.
Moving from Excel to QuickBooks
Books built from Excel exports can move to QuickBooks. Use QuickBooks from now on… on the company's page shows what changes before anything does. Haruno fetches the months, drafts the mapping again and asks you to approve it. The first close after that reads every reported month from QuickBooks and records a restatement for each one that changes. Keep using Excel takes the move back until that close.