Integrations
QuickBooks
Two-way sync with QuickBooks Online for accounting and tax practices.
What the integration covers
Practiq connects to QuickBooks Online via the standard OAuth flow and pulls client companies, chart of accounts, transactions, invoices, and bill data into the per-client memory layer.
- Read-only mode for firms that want to start cautiously
- Write-back for categorization, reconciliation, and transaction notes once trust is established
- Multi-company support — firms managing many client QBO files see them all in one Practiq workspace
- Differential sync so large books don't re-ingest on every update
What it enables
Month-end close briefs, automated reconciliation drafts, categorization suggestions that learn your firm's conventions, and client-ready financial summaries that no longer require you to manually export, reformat, and annotate.
Data handling
Client financial data is isolated per client and never co-mingled in prompts or outputs. Practiq does not use client accounting data to train shared models.
More details coming soon. Request early access to get notified when this page is expanded.
Ready to try Practiq?
Early access is open for boutique professional services firms.