> ## Documentation Index
> Fetch the complete documentation index at: https://docs.uplifter.app/llms.txt
> Use this file to discover all available pages before exploring further.

# How do I connect QuickBooks or Xero and sync?

> Connect your accounting software, map your accounts, and start syncing your financial data.

<Note>
  **Must know**

  * Available on plans that include **Accounting Integrations** — if you don't see it, ask your Uplifter contact.
  * **QuickBooks Online** connects today; **Xero** appears as **Coming soon**.
  * **Saving your mappings is what turns syncing on** — and saving replaces all existing mappings, so map everything you need at once.
</Note>

Connecting your accounting software lets Uplifter push your financial data into it automatically. Everything lives on **Settings → Financials → Integrations**.

<Steps>
  <Step title="Connect">
    On the Integrations page, click **Connect to QuickBooks Online** and sign in to authorize Uplifter. You're brought back to the Integrations page in a "Setup Required" state.
  </Step>

  <Step title="Map your accounts">
    On the **Map Your Accounts** screen, set these groups:

    * **Special Accounts** — Bank Account (where deposits land), Processing Fees, Refunds Account, and Undeposited Funds.
    * **Revenue & Expense Accounts** — match each of your GL codes to a QuickBooks account.
    * **Location attribution** (optional) — if you've set up any facilities, map each to a QuickBooks Class or Department so your revenue and refunds carry their location.

    Uplifter auto-suggests matches with badges (**Auto-matched**, **Suggested**, **Review**, or **Select account**) — adjust any that look wrong.
  </Step>

  <Step title="Confirm and start">
    Click **Confirm Mappings & Start Sync**. Saving your mappings is what activates the sync (you need at least one revenue/expense mapping).
  </Step>

  <Step title="Monitor or disconnect">
    The connected card shows your last sync time and **Pending / Processing / Completed / Failed** counts. Use **Sync Now** to run a sync, **Show Logs** to review recent activity, or **Disconnect** to remove the connection and its mappings. If the connection's authorization ever expires, the card shows a **Reconnect required** prompt — reconnect to resume syncing.
  </Step>
</Steps>

**Related:** [What syncs to QuickBooks or Xero, and when?](/club/money-payouts-accounting/what-syncs-to-quickbooks-xero) · [What are GL codes and my chart of accounts?](/club/money-payouts-accounting/gl-codes-chart-of-accounts) · [How do I assign a GL code to a program or product?](/club/money-payouts-accounting/assign-gl-code-to-programs-products)