Does LedgerHelm move my books out of QuickBooks?

No. Your books stay in QuickBooks Online. LedgerHelm syncs with QuickBooks and writes categorizations back, so QuickBooks remains your system of record.

Will AI categorizations write back to QuickBooks?

Yes. Confirmed categories sync back to QuickBooks so your ledger stays consistent across both systems.

How is this different from QuickBooks' built-in rules?

LedgerHelm adds AI that understands context and confidence, learns from corrections, detects anomalies nightly, and wraps everything in a structured multi-client close workflow — beyond simple keyword rules.

Do I need QuickBooks to use LedgerHelm?

No. You can connect QuickBooks Online, connect Xero, or keep native books inside LedgerHelm.

QuickBooks Bookkeeping

QuickBooks bookkeeping, automated with AI

LedgerHelm connects to QuickBooks Online and adds an AI layer on top: automatic categorization, anomaly detection, a guided monthly close, and client-ready reports — while your books stay right where they are, in QuickBooks.

Two-way QuickBooks Online syncAI auto-categorizationMonthly close workflowNo vendor lock-in

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Connect QuickBooks in minutes

Authorize QuickBooks Online once and LedgerHelm reads your chart of accounts and transactions. Categorizations made in LedgerHelm write back to QuickBooks, so your books stay the single source of truth.

Let AI handle the categorizing

LedgerHelm suggests a category and confidence score for every transaction and learns your rules as you confirm them. Bookkeepers stop clicking through hundreds of obvious entries and focus only on the exceptions.

Close faster with a guided workflow

Move each month from import to in-progress to review to delivered, with reconciliation, anomaly checks, and checklists built in. Cached QuickBooks reads keep everything fast even with large transaction volumes.

Deliver reports clients understand

Generate Profit & Loss, Balance Sheet, and Cash Flow statements from your QuickBooks data and share them as polished PDFs, plus an AI assistant that answers plain-English questions grounded in the actual numbers.

Frequently asked questions

Does LedgerHelm move my books out of QuickBooks?: No. Your books stay in QuickBooks Online. LedgerHelm syncs with QuickBooks and writes categorizations back, so QuickBooks remains your system of record.
Will AI categorizations write back to QuickBooks?: Yes. Confirmed categories sync back to QuickBooks so your ledger stays consistent across both systems.
How is this different from QuickBooks' built-in rules?: LedgerHelm adds AI that understands context and confidence, learns from corrections, detects anomalies nightly, and wraps everything in a structured multi-client close workflow — beyond simple keyword rules.
Do I need QuickBooks to use LedgerHelm?: No. You can connect QuickBooks Online, connect Xero, or keep native books inside LedgerHelm.

Automate your QuickBooks bookkeeping

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