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Integration Guide · QuickBooks Online

Connecting Your QuickBooks Account to Bruce

Link QuickBooks Online to Bruce in under two minutes. Once connected, you can ask Bruce about your financials in plain language — invoices, cash position, P&L, receivables, and more — right alongside your pipeline.

Before you begin

This is a quick, self-serve setup you do once. It takes about two minutes, and you can revoke access at any time. You'll authorize the connection through Intuit's standard OAuth screen — Bruce never sees your QuickBooks password.

You will need:

  • Access to your Bruce workspace at app.bruce.sh.
  • A QuickBooks Online account, signed in with a user that has permission to authorize connected apps for your company.

Step-by-Step Instructions

1

Open Bruce

Go to app.bruce.sh and sign in to your workspace.

2

Open the Tools page

Hover over the left sidebar to expand it, then click Tools near the bottom.

Bruce's left sidebar expanded, with the Tools link highlighted at the bottom
3

Connect QuickBooks under Integrations

On the Tools page, scroll down to the Integrations section. Open the Accounting tab, select QuickBooks, and click Connect to QuickBooks.

Bruce Integrations panel with the Accounting tab open, QuickBooks selected, and the Connect to QuickBooks button
4

Authorize on the QuickBooks screen

You'll be redirected to Intuit's secure authorization page. Review the access, then click Connect to grant Bruce access to your QuickBooks Online data.

Intuit's OAuth consent screen for connecting Bruce: AI GTM Agent to QuickBooks Online, with the Connect button
5

You're connected

Intuit sends you back to Bruce, where QuickBooks now shows as connected. That's it — you can start asking Bruce about your QuickBooks data right away.

What you can ask Bruce

With QuickBooks connected, just ask in plain language. A few examples to get started:

“Show me my P&L for last quarter.”
“Which customers have overdue invoices?”
“What does my A/R aging look like right now?”
“How much cash came in versus went out this month?”

You stay in control.

The connection uses Intuit's OAuth — Bruce never receives your QuickBooks password. You can disconnect Bruce at any time from your QuickBooks Apps overview page, or by removing the integration from the Tools page in Bruce.

Bruce works best with your full stack connected.

QuickBooks pairs naturally with your CRM and mailboxes — so Bruce can reason across the deal and the dollars in one place. Connect the rest of your tools from the same Tools page.

Need Help?

If the connection doesn't complete or QuickBooks doesn't show as connected, our team is here to help.

Contact Support