NAYA + QuickBooks Integration
NAYA's QuickBooks integration connects your accounting system to your financial operations platform, enabling automated reconciliation between payment processors, bank accounts, and your general ledger. Transactions flow through NAYA's reconciliation engine and sync to QuickBooks as properly coded journal entries.
Integration Benefits
Automated General Ledger Sync
Reconciled transactions sync to QuickBooks automatically as journal entries, invoices, or payments. NAYA maps each transaction to the correct GL account based on your configured rules, eliminating manual data entry.
Real-Time Financial Visibility
Instead of waiting for month-end to import transactions, your QuickBooks data stays current with your actual financial activity. Cash balances and expense tracking reflect real-time operations.
Intelligent Chart of Accounts Mapping
NAYA learns your accounting structure and maps transactions to the correct accounts automatically. New transaction types are suggested based on similar historical patterns.
Faster Month-End Close
With transactions flowing continuously to QuickBooks, month-end becomes a verification step rather than a data-entry marathon. Reconciliation happens throughout the month.
How to Connect
Connect QuickBooks Online via OAuth
Authorize NAYA to access your QuickBooks Online account using secure OAuth authentication. This grants NAYA permission to read and write transactions, access your chart of accounts, and manage customer and vendor records.
Map Your Chart of Accounts
Define how transaction types from NAYA should map to your QuickBooks chart of accounts. NAYA provides intelligent defaults based on common accounting patterns, but you can customize mappings for your specific business structure.
Configure Sync Rules
Set rules for when and how transactions sync to QuickBooks. Choose between real-time sync for immediate visibility or batch sync for performance optimization. Configure approval workflows for large or unusual transactions.
Set Up Journal Entry Templates
Create templates for complex journal entries that recur monthly or follow specific patterns. NAYA uses these templates to generate accurate entries for accruals, deferrals, and intercompany transactions.
How NAYA Connects to QuickBooks
NAYA integrates with QuickBooks Online through Intuit's official API, providing secure read and write access to your accounting data. The connection uses OAuth 2.0 authentication, meaning NAYA never stores your QuickBooks credentials.
Once connected, NAYA accesses your chart of accounts, existing transactions, and master data. This foundational data enables intelligent mapping and ensures that synced transactions conform to your existing reconciliation structure.
What Data Flows Between Systems
From QuickBooks to NAYA:
- Chart of accounts structure for mapping configuration
- Existing transactions for historical reconciliation
- Customer and vendor master data for transaction matching
- Class and location hierarchies for multi-dimensional tracking
From NAYA to QuickBooks:
- Reconciled transactions as journal entries or native transaction types
- New customer and vendor records created from payment activity
- Automated invoice creation from revenue recognition events
- Bank feed reconciliation status updates
Use Cases
SMB Accounting Automation
For small and medium businesses processing hundreds of transactions monthly, manual data entry into QuickBooks becomes a bottleneck. The NAYA integration automates this workflow—payment processor settlements, bank deposits, and expense transactions flow to QuickBooks coded correctly.
Multi-Entity Consolidation
Businesses operating multiple QuickBooks companies face consolidation challenges. NAYA connects to multiple QuickBooks Online accounts, reconciling intercompany transactions and simplifying the financial close process for multi-entity structures.
Real-Time Financial Visibility
Traditional QuickBooks workflows involve periodic data imports. NAYA's real-time sync eliminates this lag. CFOs and controllers see current cash positions and revenue trends in QuickBooks, supported by accurate general ledger data.
Payment Reconciliation at Scale
For businesses processing significant payment volume, matching individual payments to invoices and reconciling settlements to bank deposits is complex work. NAYA handles this complexity automatically, syncing clean journal entries to QuickBooks.
Benefits Over Manual Accounting
Manual QuickBooks workflows involve downloading data from various sources, importing via spreadsheet, coding transactions, and reconciling against bank statements. At scale, this process breaks down with data entry errors, timing differences, and month-end crunch.
NAYA's automated approach solves these problems systematically. Transactions flow automatically with consistent coding. Month-end becomes verification rather than data entry.
Getting Started
The QuickBooks integration works alongside NAYA's other capabilities. Learn more about AI-powered ledger management to see how NAYA maintains operational detail while QuickBooks serves as your official book of record.
FAQ
Does NAYA support QuickBooks Desktop?
NAYA currently integrates with QuickBooks Online. QuickBooks Desktop uses a different architecture that doesn't support real-time API access required for continuous reconciliation. Consider migrating to QuickBooks Online to enable the integration.
Can I connect multiple QuickBooks companies?
Yes. NAYA supports connections to multiple QuickBooks Online accounts, enabling multi-entity reconciliation and consolidation workflows. Each company connection maintains its own chart of accounts mapping and sync rules.
How often does data sync?
You can configure sync frequency based on your needs. Real-time sync pushes transactions to QuickBooks immediately after reconciliation. Batch sync aggregates transactions for periodic updates—hourly, daily, or on demand.
Will the integration overwrite my existing QuickBooks data?
No. NAYA creates new transactions in QuickBooks rather than modifying existing records. The integration is additive—it syncs reconciled transactions from NAYA without altering your historical QuickBooks data.
How does chart of accounts mapping work?
NAYA reads your existing QuickBooks chart of accounts and allows you to define rules for how different transaction types should be coded. You can map by transaction source, customer, vendor, amount range, or custom attributes.