What data is synced when I connect to QuickBooks Online?

This article covers the topic of what data is synced when i connect to QuickBooks. When you connect your OFX account to QuickBooks, the key accounting data is synchronized from QuickBooks into the ofx platform.

  • Apr 28, 2026
  • Knowledge

Details

When you connect your OFX account to QuickBooks Online (available on our Full Suite plan), key accounting data is synchronised from QuickBooks Online into the OFX platform. This includes the Chart of Accounts, Tax Categories, and Classes (also known as Tracking Categories in some systems). These elements are imported to enable accurate coding and management of expenses and bills within OFX.


Why is this page important?
Understanding what data is synced helps users ensure their accounting setup in QuickBooks Online aligns with OFX, preventing errors during transaction exports and improving the accuracy of financial records.

Next Steps:

  1. Connect your OFX account to QuickBooks Online.
    Refer to the following article for details on how to connect your QuickBooks Online account: How do I connect my OFX account to QuickBooks Online?

  2. Review the imported Chart of Accounts, Tax Categories, and Classes within OFX under the “Tax rates & Categories” section.

a. Navigate to "Expenses" tab on left menu sidebar. 

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b. Click on "Tax rates & Categories". 

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c. Review the data under each of the tabs to see the synced data from QuickBooks Online.

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  1. Make any necessary updates directly in QuickBooks Online if changes are required.

  2. Use the synced data to code your expenses and bills accurately in your OFX account.

 

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What data is synced when I connect to QuickBooks Online?
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