Secure authorization
Clients authorize access through QuickBooks Online. We never ask clients to email or share QuickBooks passwords.
QuickBooks-connected support
FirstLedger Accounting uses secure QuickBooks Online authorization to support approved bookkeeping, reconciliation, monthly close readiness, and financial summary workflows for clients who choose a connected or hybrid service path.
How it works
The app supports FirstLedger Accounting bookkeeping workflows. It is not sold as a standalone public software product.
Clients authorize access through QuickBooks Online. We never ask clients to email or share QuickBooks passwords.
Authorized data may support transaction review, reconciliation, exception tracking, monthly close readiness, and reporting.
Important items may be routed for human review before client delivery or accounting decisions are finalized.
The application is a private bookkeeping automation and reconciliation support workflow for authorized business users. It connects to QuickBooks Online through OAuth 2.0 to access accounting data needed for transaction review, receipt matching, reconciliation support, exception routing, monthly close readiness, and reporting. The app does not provide insurance, lending, investment advice, or payment/money-movement services.
Ready to get organized?
Tell us where your books stand. We will review your needs and recommend the right monthly, cleanup, QuickBooks, or advisory-support path.