X1 for QuickBooks
Your business books, on the household record.
Connect QuickBooks and X1 reads each company's cash, receivables, payables, and profit and loss. The business sits next to your trusts, properties, and accounts, so you and your professionals see the whole picture.
Membership covers the business view, your household record, and sharing with your professionals. See pricing. Already a member? Connect QuickBooks.
Harbor Works LLC QuickBooks company
Operating cash moved up materially
Compare business cash against household liquidity.
- Cash
- $412,300
- Operating cash
- Net income
- $38,900
- Last 30 days
- AR
- $96,450
- Receivables
- AP
- $41,200
- Payables
Statements saved to the Vault
How the QuickBooks connection works.
X1 reads your reports. It never writes to your books, and you choose which companies to connect.
- 01
Connect QuickBooks
Sign in to Intuit and approve X1 Wealth for the company you choose. Connect each company separately if you run more than one.
- 02
X1 reads the reports
X1 reads the company's profit and loss for the last 30 days, the year to date, and the trailing 12 months, plus its balance sheet, and goes back 24 months for history.
- 03
The business joins your record
Each company joins your household record as a business, next to your trusts, properties, and accounts, so cash in the business and cash in the household sit side by side.
- 04
Stay current
X1 refreshes the figures every day, and you can sync on demand. When the numbers move, X1 tells you what changed and what to check.
What X1 does in your QuickBooks.
X1 does
- Read profit and loss and balance sheet reports
- Read the company name and home currency
- Save twelve months of statements to your Vault for your CPA
X1 doesn't
- Create, change, or delete anything in your books
- Send invoices or pay bills
- Move money
- Keep syncing after you disconnect
X1 keeps the figures on your private household record. Read how X1 protects your information and who can see it on the security page.
Questions about QuickBooks and X1.
- Can X1 change my books?
- No. X1 only reads reports and company details. It never creates or changes invoices, bills, payments, or entries, and it doesn't move money.
- What does X1 read from QuickBooks?
- Cash, receivables, payables, revenue, expenses, and net income, from the profit and loss and balance sheet reports. X1 reads the last 30 days, the year to date, and the trailing 12 months, and goes back 24 months when you first connect.
- How often does X1 update the figures?
- Every day, and whenever you choose Sync now in your connection settings.
- I run more than one company. Can X1 read them all?
- Yes. Connect each company, and each one shows up on your household record as its own business.
- Can I send the statements to my CPA?
- Yes. X1 can save twelve months of profit and loss, with period-end balances, to your Vault as statements, ready to share with your CPA.
- Do I need a membership?
- Yes. Seeing your business books in X1 is part of membership.
- What happens when I disconnect QuickBooks?
- X1 deletes the QuickBooks credentials it stored and stops syncing. The figures and statements X1 already has stay on your record until you delete them. You can also remove X1 Wealth from the apps connected to your Intuit account.
See the business and the household in one place.
Connect QuickBooks and X1 puts each company's books next to the rest of your family's finances, refreshed every day.