QuickBooks Inbound for Reconciliation
Bring deposits, sales receipts and payments from QuickBooks Online into reconciliation on a schedule, and what to do when the sync pauses.
If your books live in QuickBooks Online, Muin can read deposits, sales receipts and payments from QuickBooks on a schedule and bring them into All Transactions to match.
Is it available for my organization?
QuickBooks inbound is being turned on organization by organization while Muin completes Intuit’s production approval. If it is not on for your organization yet, you can still connect QuickBooks for Muin’s other QuickBooks features, but nothing is pulled into reconciliation. Use CSV import in the meantime.
Where to find it
Finance → Reconciliation → Settings, then press Manage QuickBooks connection. It opens the QuickBooks page in Settings → Integrations. You need permission to manage ledger reconciliation to change how bank activity arrives.
Setting it up
- Press Manage QuickBooks connection and sign in to QuickBooks with an account that can see your company.
- Approve access. Muin starts the first sync.
- During setup Muin shows the first sync as it runs: Imported N transactions so far…, then Done: N transactions are waiting in All Transactions. with a Review transactions button.
- After that, Muin checks QuickBooks on a schedule. New deposits, sales receipts and payments appear in All Transactions.
If you see We couldn’t finish the first sync, press Try again. The connection is saved, so a retry does not start over.
What each status means
The Overview page has a QuickBooks tile:
| Status | What it means |
|---|---|
| Healthy | QuickBooks is connected and syncing. |
| Degraded | Connected, but the last sync is old or incomplete. |
| Disconnected | Muin cannot read QuickBooks, for example after access was revoked or the sync paused. |
| Not connected | No QuickBooks company is connected. |
Common problems
- You get a “QuickBooks sync paused” alert. Muin paused the sync after repeated errors from QuickBooks. If the tile stays Disconnected, reconnect QuickBooks from Manage QuickBooks connection.
- A transaction appears twice. If you also upload bank statements for the same account, the same deposit can arrive from both. Match one and mark the other N/A.
- Nothing arrives after connecting. The rail may not be on for your organization yet (see above).