Feature
QuickBooks Online sync for approved lines
Most Canadian firms keep clients in QuickBooks Online and are not about to move them. Veridbooks is built to sit in front of QuickBooks rather than compete with it: the drafting and review happen here, and approved work lands in the file the client and their accountant already use.
One connection per client company
QuickBooks Online is authorised per client, not once for the whole firm. Each client profile carries its own connection to its own company file, which keeps a mistake contained. A bookkeeper working on one client cannot push to another client's books because the credential simply is not there.
Only approved lines move
Draft lines are not eligible to sync. A line has to be approved by a staff member first, which makes approval a real gate rather than a status label. Once pushed, the line records its sync state, so a reviewer can tell at a glance what is in QuickBooks, what is still waiting, and what failed and needs another look.
Category mapping is configured per firm, so your chart of accounts drives the destination rather than a generic default. Canadian tax codes are applied on the push so the tax component arrives correctly rather than being buried in a total.
When you would rather not connect
Not every engagement justifies an integration, and some clients will not authorise one. Exports cover those cases: a QuickBooks-shaped CSV, a category matrix, a summary report, and a fuller bookkeeper report with line detail and a source appendix. Firms that work in a different ledger entirely can use the same exports as an entry point.
Common questions
- Does Veridbooks replace QuickBooks Online?
- No. It handles document intake, extraction, and review, then pushes approved lines into the QuickBooks company file your client already uses.
- What if a client refuses to connect QuickBooks?
- Use the CSV and report exports instead. The review workflow is identical; only the final delivery step changes.
- Can a bookkeeper push to a client they are not assigned to?
- No. Access is scoped by membership, and the QuickBooks credential is held per client, so both the permission layer and the connection model prevent it.
Related features
A multi-client workspace built for firm staff
Every client separated, staff scoped to the clients they are assigned, and per-client run caps so automation cannot quietly run up a bill.
Bank feeds and a client portal that chases documents for you
Bank transactions import as drafts and a magic-link portal lets clients upload documents and answer questions without an account to manage.
Review controls and audit trail
Draft, approved, and excluded states, field-level version history, a month-end checklist, and period close, so a reviewer can prove how a number was reached.
See whether it fits your practice
Tell us how many clients you carry, which provinces they are in, and how their documents reach you today.