Connecting QuickBooks Online to Kordis allows you to sync your bills, vendors, accounts, and financial data into the platform. This powers features like cash flow forecasting with real bill data, financial statements, and consolidated reporting.
How to Connect
Navigate to Integrations in the left sidebar
Find QuickBooks Online and click Connect
You'll be redirected to QuickBooks Online's login page — sign in with your QB credentials
QuickBooks will ask you to authorize Kordis to access your data. Review the permissions and click Authorize
You'll be returned to Kordis automatically. Your QuickBooks account is now connected.
Note: You can only connect one QuickBooks Online company per Kordis organization. If you need to connect a different company, you'll need to disconnect the current one first. Additionally if you want to create a Consolidated Organization refer to this page.
What Data Syncs from QuickBooks
Once connected, the following data syncs from QuickBooks into Kordis:
Chart of Accounts — your QB account structure with types and balances
Classes / Departments — organizational categories used in QB
Transactions — general ledger transactions from your books
Bills — your unpaid and paid vendor bills, including amounts, due dates, and vendor information
Invoices — customer invoices and their payment status
Vendors — your full vendor list and contact details
Customers — your customer list
This is a one-way sync. Data flows from QuickBooks into Kordis. Changes you make in Kordis do not push back to QuickBooks. Always make edits to your books in QuickBooks — Kordis will reflect those changes after the next nightly sync, or you can trigger a manual re-sync from the Integrations page to pull in updates immediately via the 3 dot menu (shown below)
How Syncing Works
After the initial connection, Kordis syncs your QuickBooks data automatically once per day, overnight. There's nothing you need to do to keep your data current — syncing happens in the background on a nightly schedule.
If you've made changes in QuickBooks and need them reflected in Kordis right away, you can trigger a manual resync from the Integrations page. Otherwise, updates will appear after the next nightly sync.
If a Sync Fails
Occasionally, a QuickBooks sync may fail — for example, due to a temporary connection issue between Kordis and QuickBooks. If this happens, you'll receive an email notification letting you know.
Here's what to do:
Go to the Integrations page and trigger a manual resync
If the resync completes successfully, you're all set
If the resync fails again, try disconnecting and reconnecting your QuickBooks account. This re-establishes the connection and usually resolves the issue
If you're still experiencing issues after reconnecting, reach out to Kordis support for help.
How QuickBooks Data Powers Financial Statements
Your QuickBooks data drives the Financial Statements section of Kordis. Once connected, Kordis uses your QB chart of accounts, transactions, and financial reports to generate:
Income Statement — revenue and expenses over a selected period
Balance Sheet — assets, liabilities, and equity at a point in time
Cash Flow Statement — cash movement categorized by operating, investing, and financing activities
These statements are built from your QuickBooks data and update as new data syncs in.
Managing Your Connection
You can manage your QuickBooks integration from the Integrations page:
Connection Status — shows whether QB is actively connected
Active/Inactive Toggle — temporarily pause syncing without fully disconnecting. Useful if you're making bulk changes in QB and want to resume syncing after you're done.
Disconnect — fully remove the QuickBooks connection
Disconnecting QuickBooks
If you need to disconnect your QuickBooks account:
Go to Integrations in the left sidebar
Find your connected QuickBooks integration
Click Disconnect and confirm
What happens after disconnecting:
Kordis stops receiving updates from QuickBooks
All historical data that already synced remains in Kordis — nothing is deleted
Forecasts that included QB bills will keep those bills, but won't receive new ones
You can reconnect at any time by clicking Connect again
Reconnecting or Switching Companies
To reconnect QuickBooks or switch to a different QB company:
Disconnect the current connection (if one exists)
Click Connect on QuickBooks
Sign in and select the company you want to connect
Authorize and you're set
Syncing will resume from that point forward. Historical data from the previous connection remains in Kordis.
Permissions Required
To connect or disconnect QuickBooks, you'll need the Manage Integrations permission in your Kordis organization. If you don't see the Connect button, ask your organization admin to update your permissions.
How QuickBooks Data Appears in Cash Flow Forecasts
One of the most valuable aspects of the QuickBooks integration is how your bill data feeds into cash flow forecasting.
When you create a Cash Flow Forecast, Kordis gives you the option to pull in your unpaid bills from QuickBooks. This ensures your projected cash outflows reflect what you actually owe.
How it works:
After creating a forecast, you'll be prompted to add bills from your billing partners
Click Add Bills next to QuickBooks
Review the bills and their dates. Bills with dates outside your forecast range will be flagged in red — you'll need to update the payment date to include them
QuickBooks uses the Due Date as the payment date, since QB doesn't have a separate payment date field
Toggle Continuous Sync to "On" if you want new bills added to QuickBooks to automatically appear in this forecast going forward
Once added, these bills appear in your Cash Flow Table alongside your other forecast data. You can identify them by the purple text in cells — double-click to see the specific bills that make up a total.