Integrations

QuickBooks Online, connected to your portfolio

Sync your actuals from QuickBooks Online automatically — no double entry, no manual reconciliation.

FundDirector's QuickBooks Online integration pulls your actuals directly into your financial ledgers. Revenue, expenses, and GL transactions sync automatically — keeping your proforma-to-actual variance analysis current without manual data entry.

Map your QBO chart of accounts to FundDirector's reporting structure once, and every subsequent sync populates the right line items automatically. Multi-entity support means you can connect separate QBO companies to different assets or funds.

Key challenges we solve

Double entry
Stop entering the same transactions in two systems. Actuals flow from QBO to FundDirector automatically.
Account mapping
Map GL accounts from QBO to your reporting chart of accounts. FundDirector remembers the mapping and applies it on every sync.
Multi-entity
Connect multiple QBO companies to different assets, portfolios, or fund entities — each with independent account mappings.
Reconciliation
Variance analysis updates in real time as new actuals sync. No end-of-month reconciliation scramble.

Products for QuickBooks Online

The tools that power this solution — each one works on its own or together with the rest of the platform.

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