QuickBooks Integration
Match every charge.Keep QuickBooks up to date.
Bring transactions in from QuickBooks, match each one to the invoice or receipt it belongs to, review only the close calls, then push the finished records back.
Why connect QuickBooks?
Less matching by hand
Transactions live in QuickBooks. Invoices and receipts sit in inboxes, drives and phones. ClearSpend AI puts them together and sends them back when you say so.
Three checks before every match
ClearSpend AI links a QuickBooks transaction to its proof only when the date, amount and vendor name line up. Close calls go to your review list.
Proof from where it already lives
Invoices and receipts come in from Gmail, Google Drive, direct uploads and photos of paper receipts.
Nothing syncs without you
Reviewed matches go to QuickBooks only when you push them. Nothing changes in your books on its own.
How it works
From transaction to finishedQuickBooks record
Connect QuickBooks
Sign in with Intuit and connect your QuickBooks company to ClearSpend AI.
Bring in your transactions
QuickBooks transactions flow into ClearSpend AI, ready to be matched.
Match and review
ClearSpend AI matches the sure ones. You review the close calls and see what is still missing.
Push back to QuickBooks
When a match looks right, push it to QuickBooks. No typing the same record twice.
Two-way workflow
From QuickBooks to ClearSpend AI, and back
ClearSpend AI works alongside QuickBooks instead of adding one more place to keep records.
- Bring QuickBooks transactions into ClearSpend AI
- Match each charge to its invoice or receipt
- Review only the exceptions
- Push reviewed matches back to QuickBooks
Security & privacy
Your books stayin your hands
Sign in with Intuit
You connect through Intuit's own sign-in, so you never share your QuickBooks password with ClearSpend AI.
Access for matching
ClearSpend AI uses the accounting data it needs to match transactions and push the records you review.
Disconnect any time
Manage or disconnect your QuickBooks connection whenever you need to.
FAQs
Common questions about QuickBooks + ClearSpend AI
To cut the work between a transaction showing up in QuickBooks and that transaction having its proof attached. ClearSpend AI brings transactions in, matches them to invoices and receipts, flags what is missing, and pushes reviewed matches back.
Yes. Connect your QuickBooks company and its transactions come into ClearSpend AI, ready to match against your invoices and receipts.
Yes. Once you review a match, you can push it to QuickBooks, so you never enter the same record twice.
No. Matches reach QuickBooks only after you review them and push them.
From connected Gmail and Google Drive accounts, direct uploads and photos of paper receipts. You can also send anyone a secure upload link. They don't need an account.
It shows up on your review list. If the charge has an owner, ClearSpend AI emails them about an hour after the charge, then sends a reminder every 24 hours until the receipt is linked.
No. QuickBooks stays your accounting system. ClearSpend AI collects documents, matches them and handles the exceptions, then sends the finished records back.
Yes. ClearSpend AI also connects to Xero, with the same review-then-push workflow. See the Xero integration.