Connecting QuickBooks

Overview

Formuley's QuickBooks workflow is an export-ready accounting handoff for the Lab plan and above. Today, Formuley prepares QuickBooks-friendly CSV and journal-entry exports from your cost, expense, revenue, and COGS data. Direct OAuth sync from the integrations page is not the current GA workflow.

You can start from either place:

• Integrations -- the QuickBooks and Xero cards point you into the accounting export workspace.
• Cost Calculator -- open /costs#accounting-export directly.

What You Can Export

The accounting export workflow packages the financial data teams usually need for bookkeeping and reconciliation:

• Revenue entries -- sales data you record in Formuley or bring in from connected storefront workflows.
• Expense entries -- operating and non-material expenses tracked in Formuley.
• COGS -- product and batch cost data calculated from your formula and production records.
• Journal-entry CSVs -- finance-friendly export format when your accountant prefers posting structured journal entries instead of raw transaction rows.

Run a One-Time Export

1. Go to Integrations and open the QuickBooks card, or navigate to /costs#accounting-export.
2. Set the date range you want to export.
3. Choose the format:
   • CSV for general accounting imports and spreadsheet review
   • Journal Entry CSV for double-entry import workflows
4. Select the data you want to include:
   • revenue
   • expenses
   • COGS
5. Click Download Export.
6. Import the generated file into QuickBooks using your accounting team's normal import flow.

Schedule Recurring Exports

If you want a repeatable accounting handoff:

1. Open the Cost Calculator page.
2. Scroll below Accounting Export to Export Schedule Manager.
3. Create a recurring export schedule for the cadence your finance team expects.
4. Review or adjust the schedule as your reporting rhythm changes.

Scheduled exports are useful when your team closes books weekly or monthly and wants a predictable handoff out of Formuley.

QuickBooks Import Tips

• Use a smaller date range the first time so you can confirm field mapping with your accountant.
• If you use Shopify, make sure your revenue data is already flowing into Formuley before you generate the accounting export.
• Keep your COGS and expense categories clean in Formuley so the exported file needs less cleanup before import.
• If your finance team prefers a different import style, test both the standard CSV and journal-entry CSV formats.

What This Does Not Do Yet

The current GA workflow does not:

• open a QuickBooks OAuth authorization flow from Formuley
• maintain a live QuickBooks connection state
• push transactions directly into QuickBooks without an export/import step

If direct sync rolls out later, the integrations surface and this guide will be updated to match.

Related Guides

• Cost Tracking Setup
• Connecting Shopify