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How do I sync Lili's data with QuickBooks?

Once you connect your Lili account to QuickBooks Online using Lili’s new push integration, your Lili transaction data will sync automatically into the QuickBooks account you mapped during setup.

This means settled Lili transactions flow into QuickBooks on an ongoing basis, so you do not need to manually upload files or re‑enter your banking activity.

 

Before you sync

Make sure that:

  • You have an active QuickBooks Online subscription.
  • You have already connected your Lili account to QuickBooks using the new push integration from inside the Lili app.
  • You and your accountant agree on which QuickBooks account should receive your Lili transactions (for example, your operating account or a dedicated clearing account).

If your Lili account has not been connected yet, first follow the steps in How do I connect my Lili account with QuickBooks?.

 

What data syncs from Lili to QuickBooks

After the connection is set up:

  • Settled Lili transactions for the connected account are pushed into the mapped QuickBooks account.
  • New transactions continue to sync automatically on an ongoing basis, according to your integration settings.
  • The sync includes key transaction details such as date, description, and amount so you can categorize and reconcile in QuickBooks.

Lili’s internal bookkeeping categories and reports remain available inside Lili, but QuickBooks continues to use its own accounts, rules, and workflows for final categorization and reconciliation.

 

Where synced Lili data appears in QuickBooks

With the new push integration, Lili transactions do not appear in the standard bank‑feed view in QuickBooks. Instead, they are written directly into the register of the account you mapped.

To view synced Lili transactions in QuickBooks Online:

  1. Go to Accounting, then Chart of accounts.
  2. Find the account you mapped during the Lili–QuickBooks setup.
  3. Select View register or Account history to see the transactions that Lili has pushed in.

You can then use your usual QuickBooks workflows to categorize, match, and reconcile those entries.

 

How syncing works day to day

After the initial connection:

  • You continue using your Lili account and card for business payments and deposits.
  • As transactions settle in Lili, they are pushed into QuickBooks automatically for the mapped account.
  • You or your accountant review those entries in QuickBooks, apply or adjust categories, and include them in reconciliations and reports.

There is no need to manually trigger a daily sync; the integration keeps your QuickBooks data updated as long as the connection remains active.

 

If your data doesn’t seem to be syncing

If you do not see expected Lili transactions in QuickBooks:

  • Confirm that your Lili–QuickBooks integration is active in the Lili app.
  • Check that you are looking at the correct mapped account in QuickBooks under Accounting > Chart of accounts.
  • Verify that the relevant transactions have settled in Lili; pending authorizations may not sync until they are fully posted.

If everything looks correct and you still do not see updates, contact the Lili team (see options listed in How do I contact the Lili team?)  so we can review your connection and next steps.

 

How Lili’s tools and QuickBooks work together

Using Lili and QuickBooks together gives you complementary strengths:

  • Lili provides day‑to‑day banking and bookkeeping tools, including Smart Bookkeeping, expense categorization, and accounting‑ready reports on eligible plans.
  • QuickBooks serves as your accounting system of record, where you finalize categorizations, match transactions, reconcile accounts, and prepare financial statements and tax filings.

Many businesses use Lili’s real‑time views and reports to understand their finances during the month, while relying on QuickBooks for their formal bookkeeping and year‑end accounting.

 

 

Lili is a financial technology company, not a bank. Banking services are provided by Sunrise Banks, N.A., Member FDIC. The Lili Visa® Debit Card is issued by Sunrise Banks, N.A., Member FDIC, pursuant to a license from Visa U.S.A., Inc. The Card may be used everywhere Visa debit cards are accepted. 

Wire Transfer services are provided by Column Bank N.A., Member FDIC. All wires are subject to acceptance criteria and risk-based review and may be rejected at the sole discretion of Column Bank N. A. or Lili App Inc.