Accounting

QuickBooks

Read your chart of accounts, classes and monthly actuals into your forecast.

Get early access Talk to the team

How the data flows

From QuickBooks to a forecast you can trust

QuickBooks

Your live source data

Source

Secure connect

Read-only, disconnect anytime

Access

Your model

Mapped to your own drivers

Model

Reports & forecasts

Built to refresh from source, no CSVs

Reports

Illustrative data flow, as designed. Not a guarantee.

What flows in

Data from QuickBooks into your model

Designed so you choose the fields that matter. Everything else stays out.

Chart of accounts

Built so every QuickBooks account, sub-accounts included, is mapped once to a model line and revenue and costs land in the right place each month.

Monthly P&L & journals

Designed to bring in monthly profit and loss and journal entries, so adjustments your accountant posts at month end appear in actuals.

Classes & locations

QuickBooks classes and locations (on Plus and Advanced plans) are designed to become model segments, so spend rolls up by department or site.

What you can model

What QuickBooks data helps you decide

For the monthly question: did we spend what we planned, and if not, where did the money go?

Spend against plan

Built to put monthly QuickBooks actuals beside each plan line, so overspend shows up by account, not just in the total.

Runway from your books

Burn is designed to come from the cash movements in QuickBooks, so runway reflects what actually left the bank.

Board-ready variance

Each variance is built to link to the QuickBooks accounts behind it, so you can answer 'why is marketing over?' before the board asks.

Setup

Three steps, no CSV exports.

Connect QuickBooks once and your forecast is built to read its latest data each time it refreshes.

Step 1
Connect
Sign in with the account that owns your QuickBooks data and approve the connection. Startup Suite is built only to read your data.
Step 2
Map
Pick the QuickBooks company, then map its accounts, classes and locations to lines in your model.
Step 3
Sync
Your model is built to refresh from QuickBooks automatically, and nothing is written back.

Security & permissions

Your data stays yours

Read-only by design: Startup Suite is built never to change anything in QuickBooks.
Built so you can disconnect QuickBooks at any time.
We never sell your data.

QuickBooks questions

Connecting QuickBooks, answered

What founders ask before connecting QuickBooks.

Do I need a finance background to connect QuickBooks?

No. The setup is designed so you pick the accounts that matter and give each one a plain-English name in your model. Nothing in QuickBooks needs restructuring.

Can I split numbers by department or location?

Yes, if you already use classes or locations in QuickBooks. They are designed to become segments in your model, so plan-versus-actual can be read team by team.

Will it change anything in QuickBooks?

No. Startup Suite is built to read your QuickBooks data into your model and never edit your books.

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