What it does in ClientPulse: Reads your agency's own books in QuickBooks Online to surface AR aging, recurring revenue (MRR), and runway — and, on the accounting-firm side, watches your clients' books for stale bookkeeping and reconciliation lag.
Status: Coming soon. The catalog card and signal definitions exist, but there is no automated connection yet. Tell us this is a deal-breaker (support@helloaurora.ai) and we'll prioritise it.
Tier: Likely Pro+ when shipped.
Per-agency: One QuickBooks Online company per ClientPulse workspace (agency-side books).
Before you start (prerequisites)
- Account requirement: A QuickBooks Online subscription (any tier with API access).
- You'll need admin access to the QuickBooks company to authorise the connection.
- Cost: QuickBooks Online plans start around $30/month — see https://quickbooks.intuit.com/pricing. Free on ClientPulse's side.
Step-by-step setup
Setup steps will appear here once QuickBooks Online ships. The flow will mirror the other OAuth integrations:
1. In ClientPulse, click Connect QuickBooks Online on
/dashboard/integrations/sources.2. You'll be sent to Intuit's authorization screen. Sign in with your QuickBooks admin account and pick the company to connect.
3. Review and accept the requested read scopes (accounting data: invoices, payments, customers).
4. Intuit redirects you back to the Sources page with the connection live.
What you'll be able to do with it once connected
- See agency AR aging, MRR, and runway signals on your own dashboard.
- (Accounting vertical) Watch clients' books for stale bookkeeping and reconciliation lag as churn signals.
- Surface overdue-invoice risk per client alongside email and project signals.
Common pitfalls (anticipated)
- Pitfall: Connecting the wrong QuickBooks company (you manage several). Fix: Intuit's picker shows every company you can access — choose carefully. We'll surface the company name on the connected card so it's obvious.
- Pitfall: API access not enabled on an older QuickBooks plan. Fix: API access is included on current Online plans; very old or Self-Employed plans may not qualify. Upgrade if you hit a wall.
Restrictions (anticipated)
- Read-only. ClientPulse will not create or edit invoices, payments, or ledger entries.
- One QuickBooks Online company per ClientPulse workspace for agency-side books.
Status — what's blocking this
QuickBooks Online is on the roadmap behind the integrations more agencies have asked for first. If it's a must-have for your firm, email support@helloaurora.ai — every request moves it up the queue.
Need help?
Email support@helloaurora.ai — and let us know QuickBooks Online matters to you.