> For the complete documentation index, see [llms.txt](https://docs.helpyousponsor.com/guides/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://docs.helpyousponsor.com/guides/advanced-features/integrations/quickbooks/connect-to-helpyousponsor.md).

# Connect QuickBooks Online

An organization administrator can connect one QuickBooks Online company to Gratona.

## Authorize the connection

1. Open **Settings → Connected apps**.
2. Select **QuickBooks Online**.
3. Click **Authorize QuickBooks**.
4. Sign in to Intuit and choose the company that should receive this organization's accounting data.
5. Approve access and return to Gratona.
6. Confirm that the expected company name appears under **Connected to**.

Only programs with both donor and recipient forms appear in the program selector. Select a program to configure its sync direction, mappings, donation settings, and accounting settings.

## Connection health and reauthorization

If Gratona reports that authorization has expired or needs attention, click **Reauthorize QuickBooks** and approve the same company again. Existing mappings remain associated with that QuickBooks company.

A connection problem does not mean every record should be retried immediately. Restore the connection first, then review **QuickBooks sync activity** for the affected records and the actions that are safe to take.

## Disconnect QuickBooks

Disconnect only when the organization intends to stop new QuickBooks work. An in-progress operation may already have reached QuickBooks, so review sync activity before and after disconnecting. Reconnecting or choosing a different company is not a substitute for correcting a failed mapping.

## Switch to another QuickBooks company

Use **Switch QuickBooks company** only when the organization intentionally needs a different company file. Gratona asks for confirmation because company-specific identifiers cannot be reused safely.

After a switch, Gratona:

* quarantines unfinished work associated with the previous company;
* stops using the previous company's Customer, Service Item, account, class, and Sales Receipt links; and
* requires the affected program mappings and accounting settings to be selected again.

Review [Configure programs and mappings](/guides/advanced-features/integrations/quickbooks/configure-programs-and-mappings.md) before turning on automatic synchronization. Then see [Financial sync and reconciliation recovery](/guides/advanced-features/integrations/quickbooks/financial-sync-and-recovery.md) for historical records and failed attempts.