What this article covers: How to connect a BrizoConsol entity to QuickBooks Online using OAuth. By the end, the entity will have an active QuickBooks Online connection and BrizoConsol will begin importing its chart of accounts, trial balances, invoices, and bills automatically.
🛈 Before you start: Make sure your group structure is set up with the entity already added to the hierarchy. See Setting Up Your First Group Structure if you have not done this yet.
What QuickBooks Online Provides
Data imported from QuickBooks Online
Detail
Chart of Accounts
Full account list from the connected QuickBooks company
Trial balances
Monthly trial balance data for the connected company
Customer invoices
Invoice-level detail for Receivables aging in Pulse
Supplier bills
Bill-level detail for Payables aging in Pulse
Step 1 — Select the Entity in the Hierarchy
1
Go to Global Settings → Organisation HierarchyThe hierarchy tree shows all entities in your group. Entities not yet connected will show an UNCONNECTED badge.
2
Click the entity you want to connectThe right-hand panel opens showing Organisation Details — Display Name, Currency, Fiscal Year Start, Data Source, and the Connection section below.
3
Scroll to the Connection sectionFive buttons are shown — one for each supported platform and one for Excel/CSV upload.
Step 2 — Connect to QuickBooks Online
1
Click Connect to QuickBooksBrizoConsol redirects you to Intuit's login page. No credentials are stored in BrizoConsol — the connection uses OAuth.
2
Log in to your Intuit accountEnter your Intuit credentials. If your account uses Google sign-in, use that option instead.
3
Select the company to connectIf your Intuit account has access to multiple QuickBooks companies, a list is shown. Select the company that corresponds to the entity you are connecting.
4
Authorise accessIntuit asks you to confirm the permissions BrizoConsol is requesting — read access to your chart of accounts, trial balances, invoices, and bills. Click Connect to proceed.
5
You are returned to BrizoConsolThe connection activates immediately. BrizoConsol begins importing the chart of accounts and trial balance data in the background.
Step 3 — Confirm the Connection
After authorising, select the entity in the hierarchy tree and check the right-hand panel:
What you should see
Meaning
No badge
Connected and actively syncing — data import has begun
Data Source field
Now shows QuickBooks
Connected Company
Shows the name of the connected QuickBooks company
⚠ Still showing UNCONNECTED? The OAuth process may not have completed. Click Connect to QuickBooks again and repeat the authorisation. If the issue persists, check that you have admin access to the QuickBooks company you are trying to connect.
Step 4 — Repeat for Each Entity
Return to the hierarchy tree and repeat Steps 1–3 for every entity that uses QuickBooks Online. Each entity connects independently — work through the tree from top to bottom until all QuickBooks entities show a connected status.
Connection Status Badges
Badge
Meaning
UNCONNECTED
Entity created but not yet connected to any data source
TOKEN EXPIRED
QuickBooks OAuth token has expired. Click Connect to QuickBooks again to reconnect. No data is lost.
Connected (no badge)
Actively connected and syncing with QuickBooks Online
What Happens Next
Once all entities are connected, BrizoConsol begins importing data. The next step is mapping each entity's accounts to the Common Chart of Accounts.
Next step
What it covers
3
Map the Chart of Accounts
Map each entity's accounts to the Common Chart of Accounts so data consolidates correctly
4
Review Consolidated Output
View your first consolidated P&L, Balance Sheet, and Cash Flow