Connecting QuickBooks Online to Raken is quick — you authorize the connection, and your Raken Customer Success team handles the rest. This article walks you through the connection step and explains what happens during onboarding.
Quick Answer
To connect QuickBooks Online to Raken:
Go to Company > Integrations > QuickBooks Online
Click + Connect and sign in with your QuickBooks Online credentials
Approve the connection — your CS team will complete the rest of the setup
How to Connect Your QuickBooks Online Account
Step 1: Navigate to Integrations
Log into the Raken web app. Click Company in the left side navigation, then click Integrations.
Step 2: Open the QuickBooks Online Tile
Click the QuickBooks Online tile to open the integration page.
Step 3: Connect Your Account
Click the orange + Connect button in the top right corner. You will be redirected to QuickBooks Online to authorize the connection. Sign in with your QuickBooks Online credentials and approve the access request. Once approved, you will be redirected back to Raken.
Step 4: Your CS Team Takes It From Here
Once connected, your Raken Customer Success Manager will reach out to schedule your onboarding. During onboarding, your CS team will:
Review your current Raken setup (pay types, cost codes, time policies)
Match and import your QuickBooks Online records into Raken (Projects, Employees, Vendors, Pay Types, Cost Codes)
Configure your sync settings
Validate the first sync and confirm everything is working correctly
Set the integration to Active once setup is complete
You can view your integration settings and linked records at any time from Company > Integrations > QuickBooks Online, but configuration changes are handled by your CS team.
What Syncs from QuickBooks Online to Raken
Projects — QBO Projects import as Raken Projects
Employees — QBO Employees import as Raken Workers
Vendors / 1099 contractors — QBO Vendors with the 1099 box checked import for contractor time tracking
Pay Types — QBO Payroll Items import as Raken Pay Types
Cost Codes — QBO Service Items import as Raken Cost Codes
Note: Only QuickBooks Online Projects sync as Raken Projects — Customers do not. Make sure your jobs are set up as Projects in QuickBooks Online.
Troubleshooting & FAQ
Why is my integration showing as Paused after connecting?
The integration defaults to Paused during setup to allow your CS team to complete the linking and import process before live syncing begins. This is expected — your CS team will set it to Active once setup is complete.
I connected my QBO account but nothing has imported yet. What do I do?
That is expected. Your CS team handles the import and configuration step. If you have not yet heard from your Customer Success Manager, email help@rakenapp.com to get started.
Can I configure the integration myself?
You can view your settings and linked records at any time. Configuration — including importing records, setting sync preferences, and linking pay types and cost codes — is managed by your CS team to ensure accuracy and prevent misconfiguration.
Considerations
Requires the Performance Plan and QuickBooks Online Plus, Advanced, or Intuit Enterprise Suite.
Onboarding is CS-managed. You connect your account; your CS team completes all configuration.
Only QuickBooks Online Projects sync as Raken Projects — not Customers.
Only Vendors with the 1099 box checked sync from QuickBooks Online.
Time tracking must be enabled on each employee record in QuickBooks Online for that employee to sync to Raken.
More Questions?
Feel free to email us or call us at +1 866-438-0646. We're always glad to answer your questions!