Quickbooks Online

QuickBooks Integration

Pluvo integrates directly with QuickBooks Online (QBO) to bring in real-time financial data and keep your models aligned with your accounting system.

What We Sync from QBO

Once connected, Pluvo pulls in the following data:

  • Chart of Accounts All active GL accounts are imported and made available for mapping to variables.

  • Account Balances We pull historical and current period balances for P&L and Balance Sheet accounts—used for actuals in your models.

  • Account Types & Structure Account classifications (e.g., Income, Expense, Asset) are preserved to help with reporting and filtering.

How Syncing Works

  • Data is synced on-demand using the Sync button

  • You can trigger a sync at any time to refresh actuals

  • Automated syncing is available for customers who prefer continuous updates

Notes

  • If you change your chart of accounts in QBO, Pluvo will reflect the changes on the next sync—but you'll need to manually update any variables that rely on those accounts

  • Pluvo does not push any data back into QBO—it's a read-only integration

For information about syncing QBO, visit Accounting Integrations.

Need help with setup or account mapping? Reach out to [email protected].

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