Connecting Your First Integration
Link QuickBooks Online or Xero to start syncing financial data.
Levelup pulls financial data from your clients' accounting software automatically. The platform currently supports two providers:
- QuickBooks Online (QBO)
- Xero
Both integrations use OAuth 2.0, which means you authorize Levelup to access data without sharing your password.
Before You Begin
- You need an active QuickBooks Online or Xero account with access to the companies you want to connect.
- You must be signed in to Levelup and have an active organization.
Connecting an Integration
- Navigate to Integrations in the sidebar. You will see cards for QuickBooks Online and Xero.
- Select the Connect button on the provider you want to use.
- A new browser window opens and redirects you to the provider's authorization page.
- Sign in to your QuickBooks or Xero account if prompted.
- Authorize Levelup to access your accounting data.
- After authorization, you are redirected back to the Levelup Data Feed page.
Once connected, a Connected badge appears on the provider's card, along with the number of companies linked through that provider.
What Data Gets Synced
After connecting, Levelup automatically syncs the following for each linked company:
- Chart of Accounts -- All accounts from your accounting software, mapped to a standardized structure using AI normalization.
- Income Statement (Profit and Loss) -- Revenue, cost of goods sold, and expense data by period.
- Balance Sheet -- Assets, liabilities, and equity snapshots.
- Cash Flow -- Operating, investing, and financing cash flows.
Data syncs happen in the background. You can monitor sync progress from the portfolio dashboard.
Linking Companies
After a successful connection, you are taken to the Data Feed page, which lists all companies available from your accounting provider. From there you can:
- Link a provider company to an existing Levelup company, or create a new one.
- View the sync status, last sync time, and connection details for each company.
Managing Connections
From the Integrations page, connected providers show a Manage dropdown with these options:
- View Data Feed -- See all companies connected through this provider and their sync status.
- Reconnect -- Re-authorize the connection if it has expired or been revoked.
- Disconnect -- Remove the connection entirely. This stops data syncing for all companies linked through your account on that provider. Another team member would need to reconnect to resume syncing.
You can also add more companies from the same provider by selecting the + button next to the Manage dropdown.
Detailed Guides
For step-by-step instructions specific to each provider:
Next Steps
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