QuickBooks Online Setup

QuickBooks Online (QBO) gives Junto's AI agent read-only access to your financial data -- Profit & Loss reports, Balance Sheets, transactions, vendors, and more. Combined with your PSA data, the agent can analyze per-client profitability, estimate business valuation, and diagnose margin accuracy.

Prerequisites

• A QuickBooks Online account
• Admin access to authorize the OAuth connection

Step 1: Connect QuickBooks Online

1. In Junto, go to Settings > Integrations > QuickBooks Online.
2. Click Connect QuickBooks Online.
3. You will be redirected to Intuit's authorization page. Sign in with your QuickBooks account and grant Junto read-only access.
4. After authorization, you are returned to Junto. The integration shows as Connected.

Junto handles token refresh automatically -- no manual re-authentication is needed unless you revoke access in QuickBooks.

Step 2: Test the Connection

1. Click Test Connection to verify the link is active.
2. Junto queries your QuickBooks company and displays the company name on success.

Step 3: Map Companies

Map your QuickBooks Online customers to Junto companies so the agent can generate per-client financial reports.

1. Click Company Mapping to open the mapping dialog.
2. Link each Junto company to its corresponding QBO customer.
3. Use Auto-Map to match by name automatically. Review any fuzzy suggestions before confirming.
4. Save mappings.

Company mapping is optional. Without mappings, financial queries return org-wide data. With mappings, the agent can filter Profit & Loss reports and transactions to a specific client.

What the AI Agent Can Do

All QuickBooks Online tools are read-only. The agent can query and analyze financial data but cannot create, edit, or delete any records in QuickBooks.

Billing Admin Required

QuickBooks Online tools are only available to users with the Billing Admin permission. This ensures sensitive financial data is only accessible to authorized users.

Financial Reports

Tool	Description	Risk Level
Profit & Loss	Generate P&L reports for a date range, optionally filtered to a specific client	Low
Balance Sheet	Generate a Balance Sheet as of a specific date showing assets, liabilities, and equity	Low

Accounts & Transactions

Tool	Description	Risk Level
List Accounts	View the chart of accounts with current balances	Low
Query Transactions	Search bills, purchases, invoices, and journal entries by date range, vendor, or type	Low

Vendors, Customers & Classes

Tool	Description	Risk Level
List Vendors	View all vendors with balance and contact information	Low
List Customers	View all QBO customers	Low
List Classes	View QBO classes for department or business-line segmentation	Low

Profitability Skills

When both QuickBooks Online and ConnectWise PSA are connected, the agent unlocks advanced profitability analysis:

• Client Profitability -- Analyze per-client profitability using financial and service data together.
• MSP Profitability Diagnostic -- Diagnose gross margin accuracy across your business.
• MSP Valuation -- Estimate your MSP's business value based on your financial data.

Disconnecting

To disconnect the integration:

1. Go to Settings > Integrations > QuickBooks Online.
2. Click Disconnect. This removes the OAuth connection and all company mappings.

Troubleshooting

• Connection fails -- Re-authorize the connection. Ensure you sign in with a QuickBooks account that has admin access.
• Token expired -- Junto refreshes tokens automatically. If you see this status, try disconnecting and reconnecting.
• No data for a specific client -- Check that the company mapping is configured for that client in the mapping dialog.
• Tools not visible -- QuickBooks Online tools require the Billing Admin permission. Contact your Junto admin to enable this for your account.