Symple AI Reports

Connect your QuickBooks company

About a minute. Read-only access. Revocable at any time, from either side.

How it works

1

Select Connect to QuickBooks below.

2

Intuit asks you to sign in and choose which company to connect. This happens on Intuit's site — we never see your password.

3

Confirm on Intuit's consent screen. Access begins only after you confirm.

4

We build your first dashboard and send you the link.

Connect

Connect to QuickBooks

Opens Intuit's secure consent screen.

Reconnecting

A connection can lapse — if it goes unused for around 100 days, if someone disconnects the app inside QuickBooks, or if the authorizing user's access changes. Reconnecting is the same steps above, and your existing dashboards resume on the next refresh.

What we will access

Financial reports, transactions, reference records and your company profile — read-only. The complete list, and what we do and do not do with it, is in the Privacy Policy.

Trouble connecting? Email info@sympleai.com or call (302) 635-0289.