Connecting QuickBooks Online enables Instrumentl to sync posted expenses into your grant budgets through a secure, one-way integration.
This keeps your Budget vs. Actuals view up to date without manual exports, while your Finance team retains full control of the general ledger.
This integration is available for organizations using QuickBooks Online with Instrumentl Spenddown enabled. Only available for QuickBooks Online users.
What to Expect
Connecting QuickBooks Online (QBO) requires a QBO administrator log in. The configuration is completed one time and will continue syncing automatically unless your QBO environment changes.
Before starting, ensure the following are in place:
Instrumentl access
QBO administrator access
Important: Instrumentl does not reconcile accounting discrepancies or correct tagging errors.
Instructions
Navigate to:
https://www.instrumentl.com/integrations/
Login to Instrumentl, or ask your Instrumentl account owner to invite you if you don’t have an account
You can also have your Instrumentl account owner login instead
Locate QuickBooks Online and click Log in to QuickBooks Online.
Click Connect
Login with your QuickBooks Online admin credentials
Once the integration is verified, a green “Enabled” icon will appear in the top right of the QuickBooks Online section and you will receive email confirmation
All set! 🎉
Your grant financials now sync automatically from QuickBooks Online to Instrumentl — ensuring your award data is accurate and up-to-date without extra effort.
Contact Us 
Reach out to our Customer Support team if you have any questions about our QuickBooks Online Integration! Message us via the chat bubble when you're logged in, or email us at hello@instrumentl.com.