TaxSort AI + QuickBooks Online
Sync client data, income records, and financial data from QuickBooks Online directly into TaxSort AI for automated document matching and tax preparation.
1
Connect QuickBooks
Authorize TaxSort AI to access your QuickBooks Online account via secure OAuth2 connection.
2
Sync Client Data
Pull client names, EINs, income data, and chart of accounts automatically.
3
Match Documents
AI matches uploaded tax documents to QuickBooks clients and verifies amounts against financial records.
4
Generate Reports
Create tax-ready reports with QuickBooks data and TaxSort AI classifications combined.
Benefits
- ✓Eliminate manual client data entry
- ✓Auto-verify document amounts against QuickBooks
- ✓Sync income data for all 1099 and W-2 matching