General Ledger · Connected workflow

QuickBooks Online

Keep QuickBooks Online as your general ledger. Use Balncr to review account balances, resolve differences, and prepare close documentation.

How it works

  1. Connect QuickBooks Online from Settings when that workflow is available for your school.
  2. Balncr uses your chart of accounts to support categorization.
  3. Compare trial balance data with the activity supporting each GL account.
  4. Review differences before exporting or posting entries.

Frequently asked questions

Does Balncr replace QuickBooks?
No. QuickBooks stays your general ledger. Balncr helps your team manage the close around it.
What if I use QuickBooks Desktop?
Use exports for QuickBooks Desktop. Connected features are designed for QuickBooks Online.
Are QBO tokens stored securely?
Yes. Connection credentials are encrypted at rest and are not exposed in logs or normal API responses.

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