Importing trial balance from QuickBooks

WeFile integrates deeply with QuickBooks Online to streamline your end-of-year filing process by pulling your trial balance directly into our wizard.

OAuth Connection

Start by clicking 'Connect to QuickBooks' in the Integrations tab of your company dashboard. You will be securely redirected to Intuit's authentication portal to grant WeFile permission to read your accounting data.

Selecting the Company

Log in with your Intuit credentials and choose the relevant company file. WeFile will establish a secure, tokenised connection that does not require storing your password.

Account Mapping

WeFile requests the trial balance report for your specific accounting period. The system cross-references QuickBooks' standard chart of accounts with our compliant IXBRL taxonomies, instantly populating your Turnover, Expenses, Assets, and Liabilities.

Reviewing Imported Data

The imported figures will populate the Profit & Loss and Balance Sheet steps of your filing. Please review these line items carefully. If you have used custom account types in QuickBooks, you may need to manually re-categorize some figures to ensure they land in the correct tax bucket.