Accounting Connections
Connect QuickBooks Online
Use your company's accounting records for reviewed cash-flow planning.
Connect Your Company
- Sign in to Newbreak and choose your company workspace.
- Open Onboarding, then Financial Connections.
- Complete authenticator verification and read the connection notice. You need permission to manage integrations for this company.
- Select Connect QuickBooks, then authorize the correct company in Intuit.
- Back in Newbreak, select Sync accounting. Review imported open items before adding them to a forecast.
If connecting is disabled, contact support to check your company's access. Sandbox workspaces connect only to test companies.
What Newbreak Accesses
Newbreak reads accounts, invoices, bills, customers, vendors and recorded payments. Intuit's accounting permission allows broader operations, but Newbreak performs reads only. It does not create or change QuickBooks entries or initiate payments. Importing records does not automatically publish or update a forecast.
Manage Your Connection
Use Sync accounting to import available updates. Automatic background imports are not enabled. If authorization expires, use Reconnect QuickBooks and authorize the same company again.