Your practice tool and QBO, finally talking to each other.
Connect Practice Keeper to QuickBooks Online and keep your client records in sync — without double-entry, without CSV exports, and without leaving the app.
QuickBooks integration capabilities
OAuth Connection to QBO
Connect your QuickBooks Online company file with a single OAuth flow. Practice Keeper stores the connection securely — no credentials ever touch your database.
Smart Customer Matching
The reconcile-clients tool matches your Practice Keeper clients to QBO customers by exact name, then by fuzzy match (case + whitespace normalization). Ambiguous matches are surfaced for manual review — never auto-linked in error.
Sync Client Details
Pull contact details, billing addresses, and account data from QBO into the corresponding Practice Keeper client record. Keep both systems in sync without double entry.
Backfill Reconciliation
Already have a QBO company? Run the backfill to map all existing QBO customers to Practice Keeper clients in one pass — exact matches auto-link, ambiguous ones queue for review.
Owner-Only Access
QBO connection management is restricted to the firm owner. Account managers can't connect, disconnect, or trigger syncs — protecting the firm's QBO access credentials.
Smart matching — no guesswork
The reconcile-clients engine first tries an exact name match. If that fails, it normalizes case and whitespace and tries again. If multiple QBO customers match a single Practice Keeper client, it flags the conflict for manual review instead of picking arbitrarily.
Already-linked clients are skipped — so you can run the reconciler repeatedly as you add new clients without worrying about overwriting existing links.
One-click jump to QBO
Once a client is linked to a QBO customer, a direct link to their QBO record appears on the client card. No searching, no copy-pasting customer IDs — just one click.
Disconnect and reconnect QBO at any time from Settings. The connection is scoped to the owner account and opens in a new tab — not in an iframe — because Intuit requires it.
QBO + Practice Keeper — working as one.
Join the beta and connect your QuickBooks company file.
Join the beta