- You'll need ADMIN access in ProDeskCPA - Note: QuickBooks Desktop is NOT supported (no API). Use QBO Online or Xero - For OAuth, you'll need access to the firm's QBO/Xero login (or the firm authorizes you)

- Go to Settings → Integrations - Click the QuickBooks card → Connect — you'll be redirected to Intuit to authorize - Sign in to QBO with your client's credentials (or have them sign in) - Grant access — you'll be returned to ProDeskCPA with status "✓ Connected" - For Xero, click the Xero card → Connect — same OAuth flow - After connecting, link the QBO company to a specific engagement: open the engagement → Trial Balance tab → "Link QBO Company" → paste the Realm ID - Click "Sync Now" or "Import from QBO" to pull the trial balance

- One client can have multiple entities — each entity = separate ProDeskCPA Client record connected to its own QBO company - QBO tokens expire every 60 days; we'll remind you 7 days before expiry - After connecting, AI features (Anomaly Detection, Tax Prep) get access to real GL data - Configure sync frequency (default daily) per integration

- "Re-authorise needed" alert: click Re-Authorise — sync history is preserved - Trial Balance tab shows empty: confirm token isn't expired (Settings → Integrations); confirm Realm ID matches the right QBO company - Multiple QBO companies show up: pick the correct one for the engagement; you can link different engagements to different companies

- Run a monthly close for an accounting client - Connect your email account - Connect AI providers