Use this page when a client’s source of truth is QuickBooks Online.
Start QuickBooks Online Connection
Choose QuickBooks Online during onboarding.
Review Integration Status
Use the QuickBooks integration page to inspect sync status and available actions.
Inspect Live Data
Use the live data viewer when you need to verify what Wesley can see from QuickBooks.
Check Before You Leave
QuickBooks should show a connection state, sync context, and the data needed for the next accounting action.
Ready to bring Wesley into your firm? Compare plans and start here: Wesley Pricing