> ## Documentation Index
> Fetch the complete documentation index at: https://docs.francis.app/llms.txt
> Use this file to discover all available pages before exploring further.

# QuickBooks Online

> Connect QuickBooks Online to feed actuals into your financial model.

Connect your QuickBooks Online account to import actuals into Francis. You can connect multiple accounts if you operate across several companies. Once connected, your chart of accounts is available in the [Mappings](/features/using-francis/data-mappings) view, where you map QuickBooks accounts to line items in your model.

## Connect QuickBooks

Go to **Settings > Integrations > QuickBooks > Connect**. A prompt will appear asking you to authorize Francis as an application in your QuickBooks account. This requires Admin rights.

## What Francis sources

Francis pulls the following data from QuickBooks Online:

* Journal entries: amount, date, and description
* GL accounts

Dimensions ("tracking categories") are not currently supported for QuickBooks Online, but are on the roadmap.

## Adjustments

Francis automatically adjusts imported data in two ways.

<Tabs>
  <Tab title="Number convention">
    Francis flips the sign for income, expenses, liabilities, and equity accounts to follow the Francis sign convention:

    * **Positive (+):** Income (I), Asset (A), Liability (L), and Equity (EQ)
    * **Negative (-):** Expense (EX)
  </Tab>

  <Tab title="Balance sheet">
    Francis presents balance sheet values as accumulated amounts at a point in time, not as period movements. Imported data is adjusted on the way in to match this convention.

    For this reason, in Francis, summarize balance sheet items using `ENDING` instead of `SUM`.
  </Tab>
</Tabs>

### Retained earnings

QuickBooks Online does not expose its retained earnings account via the API. Francis automatically adjusts for this on other accounting systems, but it is not yet supported for QuickBooks Online. For now, calculate retained earnings manually by adding net profit to equity:

```typescript theme={null}
= "Retained earnings"[-1] + "Net profit"[0]
```

Reach out to [support@francis.app](mailto:support@francis.app) if you have questions.

## Settings to enable adjustments

### Account types

Francis applies its adjustments based on account types (Income, Expense, Asset, Liability, or Equity), so every account in QuickBooks needs one assigned.

To update an account type:

1. Navigate to **Accounting > Chart of Accounts**.
2. Find the account and select **Edit** from the dropdown.
3. Update the **Account Type**.
4. Click **Save and Close**.