Altitude Accounting connects your workspace to QuickBooks Online. You review each settled transaction, choose how it's recorded and write it to QuickBooks – no CSV exports, and nothing syncs until you select Sync.
Before you connect
One QuickBooks company per workspace
A Primary admin or Company admin role in QuickBooks
QuickBooks Online available in your country
Multicurrency turned on in QuickBooks, if you want to sync EUR accounts
Intuit only lets those user roles connect apps. Without multicurrency, you can only select accounts in your QuickBooks home currency.
Connect QuickBooks
Go to Accounting.
Select Connect on the QuickBooks card.
Sign in to QuickBooks and authorize Altitude.
In Select accounts, tick the Altitude accounts to sync.
In Map accounts, choose Use existing account or Create new account for each one.
Set the Sync from date for each account.
Check the summary and select Confirm setup.
Transactions dated before the sync from date aren't brought in. A new account can start with your balance on that date as its opening balance; an existing account doesn't get one, so check its balance in QuickBooks matches Altitude.
Review and sync transactions
Settled transactions on your synced accounts wait under For review. Pending transactions appear once they settle.
Select a transaction to open its details.
Check the Type – the kind of QuickBooks transaction to create.
Choose a Category from your QuickBooks chart of accounts.
Check the preview of how it will appear in QuickBooks.
Select Sync to QuickBooks.
The transaction moves to Synced, and its details show how it was recorded.
For a quicker pass, set the type and category in the row and select Sync. The category list only shows accounts that fit the transaction's type and currency.
To keep a transaction out of QuickBooks, select ✕ on the row, or Exclude in its details. It moves to Excluded; select Move for review to bring it back.
Transfers
A transfer between two synced Altitude accounts posts as one QuickBooks transfer, and card deposits and withdrawals are set to Transfer automatically. A transfer that converts currency, such as EUR to USD, syncs as two single-currency transactions.
Important: Map each Altitude account to its own QuickBooks account. QuickBooks rejects a transfer where both sides are the same account.
What syncs
Bank deposits and payments – ACH, wire, SWIFT and SEPA
Stablecoin deposits and transfers – USDC and EURC
Transfers between your Altitude accounts
Card spend, refunds, deposits and withdrawals, once your Cards account is mapped
Earn rewards
USD and EUR accounts are supported. Other assets in Holdings, such as SOL or BTC, aren't included.
A transaction can't be split across lines yet, and payment details such as transaction hashes aren't added to the entry. Make any corrections in QuickBooks – synced entries can't be edited or reversed from Altitude.
Change your setup or disconnect
Select Settings on the Accounting page.
Add an account – tick it, map it and select Confirm setup
Change a mapping – untick the account and confirm, then add it again
Stop syncing an account – untick it and select Stop syncing
Load new QuickBooks accounts – select Refresh in Map accounts
Disconnect – select the disconnect icon next to your company
Anything already synced stays in QuickBooks when you stop syncing or disconnect.
If a transaction won't sync
What you see | What to do |
Sync is greyed out | Choose a type and category that work together |
The transaction is under Failed | Open it to see why, fix it and select Retry |
A transfer failed | Both accounts map to the same QuickBooks account – remap one |
A EUR account can't be selected | Turn on multicurrency in QuickBooks |
QuickBooks won't connect | Check your QuickBooks role and that QuickBooks Online is available in your country |
Using Xero? See Sync transactions to Xero. For CSV and PDF statements, see Statements and documents.