Linking Athena Workflow with QuickBooks Online
Step-by-step instructions for connecting and disconnecting your QuickBooks Online account with Athena Workflow. Sync financial data, view integrated dashboards, and streamline your accounting operations.
Simplify Your Life HereTracking App on QuickBooks
Follow these steps to connect your Athena Workflow account to QuickBooks Online. The integration enables two-way financial data synchronization, real-time reporting, and integrated dashboards.
Connect Athena to QuickBooks
Follow these nine steps to establish the connection between Athena Workflow and your QuickBooks Online account.
Select a Company in Athena Workflow
Navigate to any company in your Athena Workflow account. Open the company profile by clicking on the company name from your client list.
Open the Company Dashboard
Click on the company name at the top left to access the company dashboard. This is where you'll find all integration settings for that specific client.
Click "Connect to QuickBooks"
In the company dashboard, locate the QuickBooks section. Click the green "Connect to QuickBooks" button to initiate the OAuth connection.
Sign In to QuickBooks Online
A QuickBooks login window will appear. Enter your Intuit credentials (email/user ID and password) to authenticate.
Verify Your Identity
QuickBooks may ask you to verify your identity. Choose to receive a verification code via text or email, then enter the code to continue.
Enter the Confirmation Code
Check your phone or email for the verification code from Intuit. Enter it in the confirmation field and click continue.
Select the QuickBooks Company
If your Intuit account has multiple companies, select the specific QuickBooks Online company you want to link to this Athena Workflow client.
Map Client Information
Select which client and company information to sync. Confirm the mapping between your Athena client record and the QuickBooks company data.
Connection Complete
Once connected, the QuickBooks section in the company dashboard will show a green "Connected" status. Financial data will begin syncing between the two platforms.
Presentation of the Graphics
Once connected, QuickBooks financial data is visualized directly in your Athena Workflow dashboard through integrated charts and reports.
Expense Breakdown
Pie chart showing categorized expenses — insurance, travel, payroll, office supplies, and more.
Compared Income
Side-by-side bar chart comparing total income vs. previous total income across reporting periods.
Compared Expenses
Side-by-side bar chart comparing current vs. prior period expenses for trend analysis.
Profit & Loss Overview
Consolidated P&L report with total income, cost of goods, gross profit, net operating income, and net income.
How to Disconnect QuickBooks
If you need to unlink a QuickBooks Online account from a company in Athena Workflow, follow these steps.
Steps to Disconnect
Navigate to the company in Athena Workflow and open the company dashboard.
Locate the QuickBooks section showing "Connected" status.
Click the "Disconnect" button to remove the QuickBooks link for this company.
A confirmation dialog will appear. Click "Disconnect" to confirm. Financial data sync will stop immediately.
Note: Disconnecting will stop financial data synchronization immediately. Previously synced data will remain in both systems but will no longer update automatically.
Need Help Getting Connected?
Our onboarding team will walk you through the entire QuickBooks integration setup during your white-glove onboarding session. No technical expertise required.