FINANCIALS · QUICKBOOKS · ONE-WAY IMPORT

Your QuickBooks history,out of the filing cabinet

QuickBooks holds years of your business history, and most of it never gets looked at. A one-way import brings your accounts, transactions, invoices, customers, and vendors into CashFish — without touching a single entry in QuickBooks.

One-way import: QuickBooks stays your ledger and system of record. CashFish reads from it, never writes back to it, and does not replace it.

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Small businessBookkeepersOwner-operatorsAnyone mid-year

QuickBooks · Available·Intuit OAuth — read-only, one-way import

Growth plan · $29/mo billed yearly ($349) · 4-day free trial · Full refund guarantee

01Years of history, unopened

Your books are complete.
Nobody ever reads them.

The file is accurate, reconciled and up to date. It is also a system of record, which is a different thing from a working view — and the difference is an afternoon of exports every month.

QUICKBOOKS · COMPANY FILE · 3,080 TRANSACTIONS7 YEARSrarely opened

3,080

A file that answers questions nobody asks it

Seven years of transactions, every one of them categorized, sitting behind a reports menu that gets opened at quarter end and closed again eleven minutes later.

reports · opened quarterly

$2,400

An invoice that aged quietly for 32 days

Harbor & Co. is in the aging report. The aging report is one click away, and nobody clicks it, because nothing in the working day ever asks you to.

INV-208 · 32 days

Vendors you pay, in no particular order

Eighty-six suppliers, some monthly, some once, some creeping upward by a hundred dollars a quarter. The ledger can answer which — it just never volunteers.

86 vendors · unranked

The one question the books cannot take

Whether November's hire is affordable is not an accounting question. It looks forward, and a ledger only ever looks back at what has already been recorded.

backwards by design

QuickBooks is doing precisely what it was built to do, and it keeps doing it after this connection exists. What is missing sits on top: a working view that nobody has to rebuild in a spreadsheet each month.

02What comes across

Five record types in.
Zero writes out.

CashFish asks Intuit for read access and nothing else. There is no write scope on the connection, so there is no version of this where an entry in your books changes.

01Chart of accountsyour account structure, imported exactly as your accountant built it

02Transactionsthe full ledger history, categorized on arrival

03Invoicesopen and paid, with amounts and due dates intact

04Customersnames, balances and activity, ready for your contact list

05Vendorswho you pay, how much, and how often

DIRECTION OF TRAVELThis is a one-way import: CashFish reads from QuickBooks and never writes to it, so your books stay exactly as your accountant left them.

Access is approved on Intuit's own consent screen and can be revoked from QuickBooks, or from the Connection Health panel in CashFish settings, at any moment. Data is protected with 256-bit encryption; CashFish is SOC 2 Type II, ISO 27001 and GDPR compliant.

03One import, taken apart

One import lands.
Here is what it says.

Three thousand transactions arrive in a single pass. This is the first thing CashFish shows you afterwards — the next thirty days, assembled from invoices and bills that were already in the file.

IMPORT · 30 DAYS OF MOVEMENT$11,930.00

Open invoices · 3Harbor & Co., Northwind Media, Cedar Lane Studio+$7,150.00

Overdue · 32 daysHarbor & Co. · INV-208 — part of the figure above$2,400.00

Scheduled billscontractors, travel and one-off supplier bills, next 30 days−$3,540.00

Recurring spendsoftware subscriptions recognized from imported history−$1,240.00

Position · next 30 daysan estimate from your own history, not a guarantee+$2,370.00

QuickBooks and Xero import into CashFish one way only. They stay your ledger and your system of record: CashFish reads from them, never writes back, and does not replace the accounting software, file anything, or stand in for your accountant. Forecasts are estimates built from history, receivables, payables and recurring patterns.

04What becomes visible

History stops being
an archive.

Three things change once seven years of ledger sit under a working view instead of behind a reports menu.

Spending patterns hiding in the ledger

Once your transaction history is in, CashFish breaks spending down by account and vendor — the kind of view that used to take an afternoon of report exports.

Receivables that stop hiding

Imported invoices carry their due dates with them. Overdue ones rise to the top instead of sitting quietly in an aging report nobody opens.

One import, the whole shape of the business

Accounts, transactions, invoices, customers and vendors arrive in a single pass — so your dashboards start with history instead of starting from zero.

05Connecting QuickBooks

One authorization,
one direction.

Three steps, nothing installed, and no change of any kind inside QuickBooks. The connection can be cut from either side without affecting what has already been imported.

Authorize the connection through your Intuit login. CashFish requests read access only — nothing in QuickBooks can be edited from our side.

Pick the company file

If you manage more than one company, choose which to import. Each connects with its own settings.

Run the import

Accounts, transactions, invoices, customers and vendors come across in one pass. Review the result and set how often the import refreshes.

Connection method: Intuit OAuth — read-only, one-way import. Data is protected with 256-bit encryption and CashFish is SOC 2 Type II, ISO 27001 and GDPR compliant. Every connection shows its state in the Connection Health panel and can be disconnected there at any time.

06Works alongside

The ledger is one input.
These are the others.

XeroInvoices, bills, contacts and bank transactions imported one way. Xero stays the ledger.StripeCharges, subscriptions, refunds and fees — each payout unpacked into the records inside it.GmailReceipts, invoices, bills and contracts read out of the inbox they arrive in.Google DriveDocuments you already keep there, attached to the records they belong to.

Alongside the accounting import: Stripe, Square and PayPal for takings; Gmail, Outlook, Yahoo Mail, iCloud Mail, Zoho Mail and any IMAP inbox for receipts and bills; Google Drive, Dropbox and OneDrive for documents; Zapier and webhooks for the rest.

See all integrations

07The plan for this

Give your history a second life

Connect QuickBooks on the Growth plan — free for 4 days, and if you cancel before the trial ends you pay nothing.

Accounting imports ride on the Growth plan and above; Starter covers email extraction and document storage.

$29/mo billed yearly ($349) · or $39 monthly

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4-day free trial · Full refund guarantee

Your subscription begins after the 4-day trial unless canceled beforehand. Full refund guarantee within the first 4 days.

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08Straight answers

The questions
an accountant asks first.

No. The connection is read-only and the import runs one way, into CashFish. Your entries, reconciliations, and your accountant's adjustments are never touched — QuickBooks remains exactly as it was.