QuickBooks Online
AvailableRevenue, expenses, and cashflow pulled into the Portfolio.
How QuickBooks Online composes with Merkava.
- Live revenue + expense rollup. QuickBooks ledgers feed the Portfolio view — MRR, gross margin, burn, runway.
- Per-entity segmentation. Runs clean for operators managing multiple QuickBooks companies under one Merkava account.
- Close-the-month assist. Month-end reconciliation flags Merkava events that don't have a ledger entry yet.
On the roadmap.
QuickBooks Online is planned but not yet scheduled. The roadmap follows what operators actually need — the more requests, the sooner it ships.
Want QuickBooks Online sooner? Let us know.
QuickBooks integration — questions, plainly answered.
Does the QuickBooks integration cost anything extra?
Free with any Merkava plan. QuickBooks' own subscription applies separately. The integration itself ships free with Merkava; you don't pay per event, per record, or per sync.
Which Merkava Drives use QuickBooks?
FINANCE (auto-activates at $3K MRR). The integration is shared across these Drives — connect QuickBooks once and any Drive that needs finance data has it.
How does authorization work?
OAuth 2.0 via Intuit Developer; scoped to a single QuickBooks Online company file. Merkava never sees your password — you authorize through QuickBooks's standard auth flow and revoke access from your QuickBooks account at any time.
What QuickBooks permissions does Merkava request?
com.intuit.quickbooks.accounting (read-mostly; write for invoice creation only). We request the minimum scopes needed for the use case; nothing broader than what's required to pull P&L, balance sheet, AR aging, and cash position into Merkava's FINANCE Drive — the data feed the CFO exec works from. Operators see and approve the exact scope list at install.
Is the integration two-way?
Mostly inbound. Merkava reads accounting data; the only outbound action is creating invoices/expenses when the FINANCE Drive proposes them and the operator approves.
Does this work with QuickBooks's free tier?
No — QuickBooks Online requires a paid Intuit subscription (Simple Start or above). The integration works with all paid tiers.
Can I disconnect at any time?
Yes. Settings → Integrations → QuickBooks → Disconnect in Merkava, or revoke the authorization from your QuickBooks account directly. Disconnect stops sync immediately. Data already pulled into Merkava remains in your tenant; you can purge it from Settings → Data → Purge Integration Data if you also want it cleared.
What happens to my QuickBooks data if I cancel Merkava?
Your QuickBooks data stays where it is — Merkava only stores a synced copy for the Drives that need it. Cancellation lets you export your tenant's data (Settings → Data Export) and the synced copy is deleted at the end of your billing period. The original QuickBooks account is unaffected.