Connect Your QuickBooks Online
Grant Margin Theory read access to your QuickBooks Online company so we can prepare your monthly financial review.
What This Does
Margin Theory uses QuickBooks Online's secure OAuth 2.0 flow to pull the trial balance and general ledger data needed to prepare your monthly CFO report. No passwords are stored and no write access is granted. You can revoke access at any time from your QuickBooks settings.
How to Connect
Margin Theory issues each client a personalized connection link. If you're an active Margin Theory client and haven't received your link yet, or if you need a new one, email jake@margintheory.co.
When you click your connection link, Intuit will ask you to sign in to QuickBooks and confirm authorization. After you approve, you'll be returned here and Margin Theory will be able to read your books for the duration of your engagement.
What We Access
- Chart of accounts and account balances
- Trial balance by period
- General ledger transaction detail
- Profit and loss, balance sheet, and cash flow reports
We do not access payroll detail, employee records, or customer payment credentials unless explicitly needed and separately agreed.
How to Disconnect
At any time, you can revoke Margin Theory's access from QuickBooks Online: Settings → Apps and subscriptions → My Apps → Margin Theory CFO Prep → Disconnect. See also our disconnect page.
Questions
Email jake@margintheory.co. Our full data practices are described in our Privacy Policy.