> For the complete documentation index, see [llms.txt](https://docs.labii.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.labii.com/widgets/dashboard-widgets/integration/quickbooks/quickbooks-accounts.md).

# Quickbooks Accounts

## Specs

| Label                     | Value                         |
| ------------------------- | ----------------------------- |
| **Version**               | 1.0.0 (updated on 2026-07-12) |
| **Developer**             | Labii Inc.                    |
| **Type**                  | Dashboard                     |
| **Support Configuration** | Yes                           |

## Overview

The Quickbooks Accounts widget imports chart of accounts data from QuickBooks Online into Labii and updates existing account records when they are already present. It helps organizations maintain a consistent, centralized account structure inside Labii for finance and operations workflows. By mapping QuickBooks fields to Labii table columns, teams can reduce manual data entry, improve record consistency, and keep accounting metadata synchronized across systems.

## Use Cases

* **Bulk Account Import**: Download the full chart of accounts from QuickBooks in one run.
* **Data Synchronization**: Refresh existing Labii account records using QuickBooks IDs and sync tokens.
* **Financial Setup**: Populate account master data before invoice or item sync workflows.
* **Cross-Team Consistency**: Standardize account structures for finance, inventory, and reporting teams.

## Configuration

### Initial Setup

{% stepper %}
{% step %}
Navigate to the dashboard where you want to add the widget.
{% endstep %}

{% step %}
Click **Add Widget** and select **Quickbooks Accounts** from the dashboard widget catalog.
{% endstep %}

{% step %}
Configure the required settings for authorization, project assignment, and chart of accounts mapping.
{% endstep %}

{% step %}
Click **Save** to add the widget to your dashboard.
{% endstep %}
{% endstepper %}

### Required Settings

* **Realm ID**: Unique identifier for your QuickBooks Online company.
* **Refresh Token**: OAuth refresh token used to authenticate and retrieve account data.
* **Is Sandbox**: Enable when connecting to QuickBooks sandbox instead of production.
* **Projects**: Project(s) to associate with synchronized account records.
* **Chart of Accounts Table**: Target table in Labii that stores account records.
* **Quickbooks Account ID Column**: Column that stores the QuickBooks account ID.
* **Quickbooks Sync Token Column**: Column that stores the QuickBooks sync token.
* **Parent Column**: Column used for parent account relationship.
* **Account Number Column**: Column used for account number.
* **Currency Column**: Column used for account currency.
* **Classification Column**: Column used for account classification.
* **Account Type Column**: Column used for account type.
* **Account Sub Type Column**: Column used for account subtype.

### Optional Settings

* **Project Scope Selection**: Limit synchronization to selected project contexts when required.
* **Sandbox Mode**: Use for integration testing before production synchronization.

{% hint style="info" %}
Use sandbox credentials for testing mappings before running production downloads to avoid unintended updates.
{% endhint %}

## Readonly View

Dashboard widgets are displayed in read-only mode on dashboards for monitoring and actions.

### Display Features

* **Start Download Button**: Triggers account download and synchronization.
* **Status Feedback**: Indicates when the sync process starts and completes.
* **Mapped Destination**: Uses configured table and columns for data writes.

### Interactive Features

* **Start Download**: Manually run the synchronization process.
* **Re-run Sync**: Repeat download to update previously imported records.

## Additional Functions

### Download and Synchronize

After configuration is complete, click **Start Download** to import account records from QuickBooks. If a record already exists in Labii, it is updated using configured ID and sync token mappings.

### Integration Readiness

* Prepares chart of accounts data for downstream invoice and item integrations.
* Helps keep account metadata aligned between QuickBooks and Labii.

## Best Practices

* Validate all column mappings in a sandbox environment before production sync.
* Keep QuickBooks ID and sync token columns immutable to avoid duplicate records.
* Schedule regular synchronization during low-activity windows for consistent reporting.
* Review updated records after each run to confirm account type and parent mappings.

## Related Widgets

* [**Quickbooks Customers**](/widgets/dashboard-widgets/integration/quickbooks/quickbooks-customers.md): Sync customer accounts and contacts from QuickBooks.
* [**Quickbooks Items**](/widgets/dashboard-widgets/integration/quickbooks/quickbooks-items.md): Sync product and service items tied to account structures.
* [**Quickbooks Invoices**](/widgets/dashboard-widgets/integration/quickbooks/quickbooks-invoices.md): Import invoices that rely on synchronized account data.