QuickBooks

Stage 6

Connect the school's books and map its accounts to indicators.

What this screen will contain

  1. 01OAuth connection to the school's QuickBooks Online company
  2. 02Account-to-indicator mapping with sign and optional program assignment, defined once at firm level and applied to each school
  3. 03Sync log: which month, when, succeeded or failed, and what did not reconcile
  4. 04Reconnect page, which Intuit has required since February 2026

Data section. Visible to users who may upload or edit school data.