Skip to main content
Category: Finance · Access: read-only at setup · Actions: drafted for your approval
Connect QuickBooks so Vivacity can see your accounting and payments and help you act on it. Your data stays read-only while Vivacity learns. Anything it suggests is drafted for you to approve - it never sends or changes anything in QuickBooks without your sign-off.

​
What Vivacity does with QuickBooks

  • Read invoices, payments and cash position (read-only).
  • Surface overdue invoices and cash-flow risks.
  • Draft polite payment reminders for your approval.

​
What syncs

Vivacity reads the following from QuickBooks (read-only):
  • Invoices, bills and payment status
  • Payments, payouts and subscription revenue
  • Cash position and overdue balances
Vivacity only ever reads the data you connect. It does not write back to QuickBooks unless you explicitly approve an action.

​
Connect QuickBooks

1

Open Connectors

In Vivacity, go to Settings → Connectors.
2

Choose QuickBooks

Find QuickBooks under Finance and select Connect.
3

Authorise with QuickBooks

You’ll be redirected to QuickBooks to sign in and approve read-only access. Vivacity never sees your QuickBooks password.
4

Choose what to share

Pick the account, store or property to sync, then confirm.
5

Confirm the connection

Vivacity runs a first sync. You’ll see a Connected badge when it’s ready (usually a few minutes).

​
Permissions & security

  • Read-only by default. Setup grants read access only.
  • You stay in control. Every suggested action is drafted for your approval before anything happens.
  • Encrypted & revocable. Credentials are stored encrypted; disconnect any time in Settings → Connectors.
See Data & permissions for the full picture.

​
Troubleshooting

Make sure you’re signed in to the correct QuickBooks account with admin access, then retry. If a pop-up was blocked, allow pop-ups for Vivacity and try again. Still stuck? See Connection issues.
Vivacity syncs on a schedule. Trigger a manual sync from Settings → Connectors → QuickBooks → Sync now, or see Data & sync.
QuickBooks access can expire or be revoked. Open the connector and select Reconnect to restore it - your history is kept.

​
Watch: connecting QuickBooks

Browse all connectors

See every tool you can connect to Vivacity.