One connection, no re-keying
Authorize QuickBooks Online once and CX Cash pulls your chart of accounts, balances and transactions in directly. Nothing to download, nothing to paste, nothing that breaks when a column moves.
Integrations
Close the export tab: connect QuickBooks Online once and let your numbers come to you
CX Cash links to QuickBooks Online, maps your chart of accounts to its categories, and refreshes balances and transactions on a schedule. The model you open is the model that's current.
CX Cash
QuickBooks Online → CX Cash
Acme Robotics · Realm 9341 0297 5512 8843
Last synced
6 min ago
Accounts mapped
42 / 42
Sync cadence
Hourly
Errors
0
Last full sync
4.1s
| QBO account | CX Cash category | Status |
|---|---|---|
| 4000 · Product Revenue | Revenue | Synced ✓ |
| 4200 · Services Revenue | Revenue | Synced ✓ |
| 5000 · Hosting & Infra | COGS | Synced ✓ |
| 6100 · Payroll | Operating expense | Synced ✓ |
| 6400 · Sales & Marketing | Operating expense | Synced ✓ |
| 1010 · Mercury Checking | Cash | Synced ✓ |
Next sync in 54 min. Last run pulled 318 new transactions across 42 accounts, no manual export.
Every report starts with the same CSV ritual
Log into QuickBooks, run the P&L, export to CSV, open the file, fix the columns that shifted, paste it into the model, then re-tag the accounts you re-tagged last month too. By the time the numbers are in, a few bills have posted and the export is already behind. So the board deck, the forecast and the variance sheet all rest on data that was stale the moment it left QuickBooks.
What you can do
Account mapping that sticks
Map each QBO account to a CX Cash category once: revenue, COGS, operating expense, cash. The mapping holds period after period, so a new expense account shows up where you'd expect instead of forcing a manual cleanup.
Scheduled refresh, not Monday exports
Set the sync to run hourly or daily and CX Cash keeps your data current on its own. Open the dashboard any morning and the figures match QuickBooks without anyone touching a file first.
Sync status you can actually see
A clear panel shows what's mapped, when it last synced, how many transactions came over and whether anything errored, so you trust the numbers before you build on them.
1 connect
authorize QuickBooks once
42 accounts
mapped to CX Cash categories
Hourly
scheduled auto refresh
Onboard in three steps
- 01
Connect QuickBooks Online
Sign in through QuickBooks and grant access. CX Cash reads your realm, pulls the chart of accounts and lists every account ready to map.
- 02
Map your accounts
Match each QBO account to a CX Cash category. CX Cash suggests a category for each one, so most of the mapping is a quick confirm rather than manual work.
- 03
Let it sync
Pick hourly or daily and CX Cash refreshes balances and transactions on schedule. The sync panel shows the last run, the count of records pulled and any errors to review.
Early access
Be first to use QuickBooks Online sync
Drop your email — we'll invite you to test QuickBooks Online sync with your own numbers and tell you the moment it's live. No spam.
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Questions
How do I connect QuickBooks Online to CX Cash? +
Click connect, sign in through QuickBooks, and approve access to your company file. CX Cash reads your chart of accounts straight away, so you go from sign-in to mapping in a minute or two with no file to upload.
Do I have to re-export data every time I want a fresh report? +
No. That's the point of the sync. Once connected, CX Cash refreshes balances and transactions on a schedule you set, so the data is current without anyone exporting a CSV or pasting it anywhere.
What gets synced from QuickBooks Online? +
Your chart of accounts, account balances and transactions, mapped to CX Cash categories like revenue, COGS, operating expense and cash. New accounts you add in QuickBooks show up to be mapped on the next run.
How often does the sync run? +
You choose hourly or daily. The sync panel shows when it last ran, how many transactions it pulled and whether anything failed, so you always know how fresh the numbers are before you report on them.
What happens if I add or rename an account in QuickBooks? +
The next sync picks it up. A renamed account keeps its existing mapping, and a brand new account appears in the panel as unmapped so you can assign a category in one click rather than rebuilding anything.