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Accounting automation needs a connection to your accounting system. Plane reads your chart of accounts and reporting categories from it, and posts journal entries to it when you export.

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Supported accounting systems

Plane connects to QuickBooks Online. Other accounting systems are not supported yet.

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Connecting QuickBooks Online

Only admins can connect or reconnect an accounting system.
1

Open Apps

Go to Apps in the sidebar and click Connect on QuickBooks Online.
2

Approve access

Sign in to QuickBooks and approve the permissions Plane asks for.
3

Let Plane import your setup

Plane imports your chart of accounts and your QuickBooks classes and departments. It then creates accounting items for the past year of transactions, so you can start from your current month rather than from scratch.

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Permissions Plane asks for

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Keeping accounts up to date

Plane refreshes your accounts, classes, and departments from QuickBooks every day. To pick up a new or renamed account sooner, go to Accounting > Settings > Other and click Sync accounts. Each workspace has 16 syncs a year.