QuickBooks Online

Pluvo integrates directly with QuickBooks Online (QBO) to bring in real-time financial data and keep your models aligned with your accounting system.

QuickBooks Integration

Pluvo integrates directly with QuickBooks Online (QBO) to bring in real-time financial data and keep your models aligned with your accounting system.

What We Sync from QBO

Once connected, Pluvo pulls in the following data:

• Chart of Accounts
  All active GL accounts are imported and made available for mapping to variables.
• Account Balances
  We pull historical and current period balances for P&L and Balance Sheet accounts—used for actuals in your models.
• Account Types & Structure
  Account classifications (e.g., Income, Expense, Asset) are preserved to help with reporting and filtering.

How Syncing Works

• Data is synced on-demand using the Sync button
• You can trigger a sync at any time to refresh actuals
• Automated syncing is available for customers who prefer continuous updates

Notes

• If you change your chart of accounts in QBO, Pluvo will reflect the changes on the next sync—but you’ll need to manually update any variables that rely on those accounts
• Pluvo does not push any data back into QBO—it’s a read-only integration

For information about syncing QBO, visit Accounting Integrations.

Need help with setup or account mapping? Reach out to [e-mail].