QuickBooks Online Integration
Balenta connects directly to QuickBooks Online to automate reconciliation, categorization, and monthly close — with human review at every step.
How Balenta Uses QuickBooks Online
Connect to your QuickBooks Online account and review chart of accounts setup
Automate transaction import and categorization rules
Run monthly reconciliation for all bank and credit card accounts
Deliver clean P&L, Balance Sheet, and Cash Flow statements each month
Fix miscategorizations and set rules to prevent recurrence
Key Features
- ✓Direct QuickBooks Online connection
- ✓Chart of accounts review and cleanup
- ✓Automated bank reconciliation
- ✓Month-end close and reporting
- ✓Tax-ready categorization
- ✓Class and location tracking support
We work with QuickBooks Online Simple Start, Essentials, Plus, and Advanced. We do not support QuickBooks Desktop.
Common Questions
Do I need to give you full QuickBooks access?
We request accountant-level access which gives us read and write access without billing or account management permissions.
Can you clean up an existing QuickBooks file?
Yes. Bookkeeping cleanup is a dedicated service — we fix categorization, remove duplicates, and reconcile all accounts.
Do you support QuickBooks Payroll?
We reconcile QuickBooks Payroll outputs as part of your monthly close. Direct payroll management is handled through your payroll processor.
What if my books are months behind?
We offer catch-up bookkeeping to get you current, then transition to monthly service.
Simplify Your Financial
Management Today
Automation for speed, human review for accuracy, and confidentiality-first handling of your financial data.