⚠️ Note: QuickBooks Online US companies are now supported in tofu for AP Bills, Direct Expenses, and Bank Statements.
Current scope for QuickBooks Online (US):
Supported: AP Bills
Supported: Direct Expenses
Supported: Bank Statements
Coming soon: AR Invoices
Coming soon: Tax (under Entity Settings → Accounting)
If your QuickBooks company is a US company, you may also see an early feature notice in tofu as support continues to expand.
1. Log in to tofu
Website app.gotofu.com
Enter your credentials.
Make sure your organization name is visible at the top of the dashboard.
2. Select Entity and Access Integration Settings
Click on the Entity (Client Org) you want to integrate
Go to the Settings menu (top right corner)
Click on the Integration tab
⚠️ Important: One QuickBooks Online company can only be connected to a single entity in tofu. This prevents multiple entities from linking to the same QBO company and avoids syncing conflicts.
3. Add QuickBooks Integration
Click Add Integration
Choose QuickBooks from the list
Click Connect to begin the setup
4. Sign in to QuickBooks
If prompted, log in to your QuickBooks account
Select the correct account you want to link with tofu
5. Select Your Company File
Use the dropdown to select your company file
Click Next
Note: Admin access is required to proceed.
6. Enable Auto Publish and Self-Prompt
Enable Auto-Publish to automatically send documents to QuickBooks Online after you save. To pull updates from QuickBooks back into tofu, use the Import action.
(Recommended) Enable Self-Prompt to allow tofu to learn from past entries and build a smarter knowledge base for future processing
7. Activate the Integration
Once you click Activate, you're all set! tofu is now connected to QuickBooks.
8. If QuickBooks Disconnects
If your QuickBooks connection drops, tofu blocks extraction review for this entity until it is reconnected. Entity Managers will see a Reconnect button that leads back to this integration setup; other roles will be asked to contact a manager.
