BrightTax integrates with QuickBooks Online to allow you to import trial balance data from a client's QuickBooks account directly into BrightTax Accounts Production. This removes the need to manually re-enter bookkeeping figures when preparing Year End Accounts.

• The client must have an active QuickBooks Online account with their accounts data for the relevant period.
• You must have access to the client's QuickBooks account — either as the account holder or via QuickBooks ProAdvisor access.
• The client must exist as an Organisation in BrightTax with a Year End Accounts task created.
• You need administrator access in BrightTax to configure integrations.

1. Open the Year End Accounts task in BrightTax for the relevant client.
2. Switch to Edit mode using the toggle in the bottom-left corner.
3. In the Accounts Production module, locate the trial balance import option.
4. Select QuickBooks as the data source from the import options.
5. You will be redirected to the QuickBooks authorisation screen. Log in using the client's QuickBooks credentials or your ProAdvisor access.
6. Authorise BrightTax to access the QuickBooks account when prompted.
7. Select the QuickBooks company and the accounting period you want to import.
8. Click Import to pull the trial balance data into BrightTax. The figures will populate the Extended Trial Balance automatically.

Once the trial balance data has been imported:

• Review all imported figures in the Extended Trial Balance.
• Make any required adjusting journals in BrightTax.
• Complete the accounts — director linking, report signing, notes, and Check and Generate.
• Year-end adjusting journals posted in BrightTax will need to be entered manually in QuickBooks to keep the bookkeeping records in sync.

QuickBooks is not appearing as an import option

• Confirm the QuickBooks integration is available on your BrightTax subscription.
• Ensure you are in Edit mode.

The authorisation is failing

• Check that the QuickBooks account is active and that you have the correct level of access.
• Ensure you are connecting to QuickBooks Online — BrightTax does not support QuickBooks Desktop.
• Try the authorisation again — OAuth connections occasionally time out and simply need to be retried.

The imported figures look incorrect

• Confirm all transactions in QuickBooks are reconciled and the period is fully entered before importing.
• Check that you selected the correct company and period during the import step.

Q: Does BrightTax support QuickBooks Desktop (non-cloud version)?

A: No. The BrightTax QuickBooks integration supports QuickBooks Online only. QuickBooks Desktop is not supported.

Q: Can I reimport from QuickBooks after making changes in QuickBooks?

A: Yes. Re-importing overwrites the current trial balance data in BrightTax with the latest QuickBooks figures. Journal entries made in BrightTax are not affected.

Q: Will the integration work if my client is on QuickBooks Simple Start?

A: QuickBooks Simple Start has some limitations on the data available via the API. If trial balance data cannot be imported for a Simple Start account, enter the figures manually in BrightTax or ask the client to upgrade to a higher QuickBooks tier.