Planyfin
Your QuickBooks actuals, beside your forecast.
Planyfin connects securely to QuickBooks Online and pulls your Profit & Loss into the same workspace where you build forecasts — so you can see plan vs. actual without exporting a single CSV.
What you get
✓ One-click OAuth
Click "Connect to QuickBooks", approve access on Intuit's secure consent screen, and you're done. No spreadsheets, no token-pasting.
✓ Live P&L sync
Pull your Profit & Loss for any period, mapped directly into your Planyfin chart of accounts so plan vs. actual lines up automatically.
✓ Multi-company
Connect more than one QuickBooks Online company — useful for groups, holdcos, and multi-entity forecasts.
✓ Encrypted & revocable
OAuth tokens are encrypted at rest. Disconnect from inside Planyfin at any time and we'll call Intuit's revoke endpoint immediately.
How it works
- Sign up for a Planyfin account (or sign in if you already have one).
- Open the Actuals dashboard and click the green Connect to QuickBooks button.
- You'll be redirected to Intuit's consent screen. Approve access for the company you want to sync.
- Choose a date range and click Sync. Your P&L appears alongside your forecast in seconds.
- Want to disconnect? Click Disconnect from the connection card — we revoke the token with Intuit immediately.
Frequently asked questions
What QuickBooks data does Planyfin access?
Read-only access to your Profit & Loss report and the chart of accounts. We do not modify, post to, or delete anything in your QuickBooks company.
How are my OAuth tokens stored?
Access and refresh tokens are encrypted at rest in our database, scoped per user and per QuickBooks realm (company). Tokens are only used by our backend to refresh and read P&L data on your behalf.
How do I disconnect?
Open Actuals → QuickBooks Live Sync, find the company you want to disconnect, and click Disconnect. Planyfin calls Intuit's revoke endpoint and removes the connection. See our disconnect notice for what happens next.
Which browsers are supported?
Current versions of Chrome, Firefox, and Microsoft Edge.
Does signing out of Planyfin disconnect QuickBooks?
No. Your QuickBooks connection persists until you click Disconnect explicitly. Signing out of Planyfin only ends your browser session.
Ready to ditch the monthly CSV?
Create a free Planyfin account and connect QuickBooks in under a minute.
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