DeliverGuard’s QuickBooks Online integration lets you compare the deposits that landed in your QuickBooks register against what your delivery platforms say they paid you, so you can spot missing payouts and reconciliation gaps without manual cross-checking.
This page covers connecting, disconnecting, what data we read, and common questions. If you can’t find what you need, email hello@deliverguard.io.
Connecting QuickBooks Online
You can connect QuickBooks from either side:
- From DeliverGuard: Go to Settings → Integrations → QuickBooks Online and click Connect QuickBooks Online. You’ll be sent to QuickBooks to choose the company and authorize the connection.
- From the QuickBooks App Store: Find DeliverGuard in the QuickBooks App Store, click Get app now, and follow the sign-in prompts. DeliverGuard will set up your workspace automatically.
You can connect more than one QuickBooks company to the same DeliverGuard workspace — useful for restaurant groups or accountants supporting multiple clients.
What data DeliverGuard reads
DeliverGuard’s QuickBooks integration is read-only. We never create, update, or delete anything in your QuickBooks file. We only read the records we need to reconcile delivery-platform deposits:
- Deposits — date, amount, deposit-to account, notes, and the line items linking each deposit to its source payments or sales receipts.
- Payments and Sales Receipts — only when a deposit references them, so we can identify which customer the payment came from.
- Customers — just the name on payments that a deposit references, so we can recognise “DoorDash Inc”, “Uber Eats LLC”, and similar payors.
- Accounts and Company Info — only to display your company name in DeliverGuard and to map deposit-to-account names.
We do not read invoices, customer contact details, employee or payroll data, vendor records, bills, expenses, journal entries, or any transaction unrelated to deposit reconciliation.
How sync works
The first sync pulls the last 24 months of deposits. After that, DeliverGuard performs incremental syncs that pick up only deposits that were added or modified in QuickBooks since the previous sync. You can trigger a sync manually from Settings → Integrations → QuickBooks Online at any time.
Disconnecting QuickBooks Online
You can disconnect from either side:
- From DeliverGuard: Settings → Integrations → QuickBooks Online → Disconnect on the company you want to remove.
- From QuickBooks Online: Click the gear icon → Apps → My Apps → Disconnect next to DeliverGuard.
Disconnecting revokes our access tokens immediately. We stop syncing and stop reading any new data from QuickBooks. Historical deposit records that we already imported remain in your DeliverGuard account so past reconciliation reports stay intact — you can request deletion at any time by emailing hello@deliverguard.io.
Security
Your QuickBooks access and refresh tokens are encrypted at rest with Fernet symmetric encryption derived from a server-side master key. Tokens are never exposed to your browser. Every QuickBooks API call is made server-to-server over TLS using only GET verbs at the network level — our HTTP client refuses to perform writes against QuickBooks endpoints.
DeliverGuard’s broader privacy and security practices are described in our Privacy Policy and Terms of Service.
Troubleshooting
“Connection failed” after authorizing
This usually means the OAuth state expired (you took more than ten minutes between starting the connection and finishing it). Return to Settings → Integrations → QuickBooks Online and click Connect QuickBooks Online again.
I see “Last synced: never” after connecting
The initial sync runs as a background job. It typically finishes within a minute for small companies. Refresh the settings page after about sixty seconds. If it still shows “never”, click Sync now.
A deposit didn’t match a delivery platform I expected
DeliverGuard identifies delivery-platform deposits by reading the customer name on the payments linked to each deposit. If your bookkeeping records DoorDash payouts under a generic customer name like “Bank Transfer”, DeliverGuard won’t recognise them as delivery deposits. Paid users can manually flag a deposit’s platform from the deposit detail screen.
Can I connect a sandbox QuickBooks company?
Yes. Sandbox companies work the same way as production companies. You’ll be prompted to choose between sandbox and production when you sign in to QuickBooks.
Contact
DeliverGuard
Operated by 1488288 BC LTD
Port Coquitlam, British Columbia, Canada
hello@deliverguard.io