Already on QuickBooks? No problem.
Built for accounting & tax firms · Two-way sync · SOC 2 ready
How the sync works
- Pull from QuickBooks. Connect a client and LucaLedger imports the chart of accounts, account balances, and transactions, no manual entry, no re-keying.
- Push back to QuickBooks. Approve categorizations in LucaLedger and they land in QuickBooks as bills, with receipts attached. The two stay aligned.
- Per-client connection. Each client connects with their own secure, encrypted authorization, you're not syncing your whole book of business through one switch.
- Onboarding backfill. When a client comes aboard, LucaLedger can backfill their QuickBooks history so you start with the full picture.
Keep it, or replace it, your call
This is the part that matters for firms mid-transition: you don't have to rip QuickBooks out to get value. Run LucaLedger on top of QBO and keep clients exactly where they are. Then, client by client, replace QuickBooks with LucaLedger's own bookkeeping and general ledger whenever it suits you. No big-bang migration, no clients forced onto a new tool overnight.
What this isn't
We'll be precise: the sync covers transactions and categorizations. It isn't a full mirror of the QuickBooks general ledger, trial-balance hierarchies, or multi-entity consolidation, reconciliation still happens where the ledger lives. For firms that want to move off QuickBooks, LucaLedger keeps the books natively instead.
What firms used before
Firms run QuickBooks Online (with QuickBooks Online Accountant on the firm side) and bolt their other tools around it. The practice-management platforms only ever touch QuickBooks, TaxDome reviews it, Karbon syncs it, Canopy overlays it in beta. LucaLedger works with it two-way and can replace it.
A dedicated QuickBooks comparison publishes soon, see all comparisons.
Frequently asked questions
Is the QuickBooks sync really two-way?
Yes, LucaLedger pulls the chart of accounts, balances, and transactions, and pushes approved categorizations back to QuickBooks as bills.
Do my clients have to leave QuickBooks?
No. Keep them on QuickBooks and work in LucaLedger, or replace QuickBooks client by client when you're ready. No forced migration.
Does it sync the entire general ledger?
It syncs transactions and categorizations, not a full GL mirror or multi-entity consolidation. If you want to move off QuickBooks, LucaLedger keeps the books natively.
Is the connection secure?
Yes, each client connects with their own authorization, and tokens are encrypted at rest. LucaLedger is SOC 2 ready, with encryption in transit and at rest and row-level isolation.
How we describe this: based on LucaLedger's shipped capabilities as of June 2026. Last updated June 2026.