Quickbooks
Scope
A clear overview of what data Antei syncs from and sends to QuickBooks, and how it’s used.
QuickBooks – Integration Scope
Antei syncs structured financial and transactional data from your connected QuickBooks account. This integration supports global reconciliation, vendor-based tax workflows, and compliance configuration based on real financial activity.Syncing Scope
The following data is synced from QuickBooks to Antei in a read-only manner.| Data Type | Description | Frequency |
|---|---|---|
| Customers | Customer name, email, address, and metadata | Every 1 hour |
| Invoices | Invoice number, amount, status, due dates, and tax flags | Every 1 hour |
| Items | Product/service names, pricing, category, and tax config | Every 1 hour |
| Payments | Payment records linked to invoices and customers | Every 1 hour |
| Bill Payments | Vendor-side purchases and expense classifications | Every 1 hour |
| Vendors | Supplier name, address, country, and tax ID | Every 1 hour |
✓ Note: All data is read-only. No updates or write actions are performed on your QuickBooks account.
Actionable Scope
Antei does not currently perform any outbound actions on QuickBooks.| Action Type | Description | Trigger Source |
|---|---|---|
| – | No outbound actions supported | – |
✓ Info: QuickBooks integration is read-only and scoped for secure, one-way compliance workflows.
Data Access & Security
We request only the minimum required scope from QuickBooks to enable data sync. All data is encrypted in transit and at rest.Antei does not access banking credentials or modify any accounting data. All sync operations are logged and can be monitored in your organization’s audit trail.→ Review our Data Privacy Policy