QuickBooks Integration

QBO & QBD

Export financial data to QuickBooks Online or Desktop with accountant-grade audit trail.

CANON REFERENCE: §19.6

Pet360 is a Point-of-Sale system, not a general-ledger replacement. Exports are "accountant-grade" with full audit trail.

Supported Platforms

Platform	Connection	Sync Mode	COA Mapping
QuickBooks Online	OAuth 2.0 API	Real-time or scheduled	Automatic
QuickBooks Desktop	IIF file export	Manual import	Manual configuration

Chart of Accounts Mapping

Pet360 ships with a Shelter-Native COA Standard (Canon §19.5). All mappings are customizable.

Pet360 Account	Name	Default QB Account
4100	Adoption Revenue	Sales:Adoption Fees
4110	Reclaim Revenue	Sales:Reclaim Fees
4120	Medical Revenue	Sales:Medical Services
4200	Unrestricted Donations	Income:Donations
4210	Restricted Donations	Income:Restricted Donations
4220	Grants	Income:Grants
4800	Discounts	Sales:Discounts Given
4810	Refunds	Sales:Refunds
2100	Unearned Revenue	Liability:Deferred Revenue
2110	Restricted Funds	Liability:Restricted Funds

Export Data Contract

Every transaction exports with these fields (Canon §19.6):

{
  "transaction_id": "txn_abc123",
  "event_type": "billing.donation.received",
  "occurred_at": "2026-01-10T14:30:00Z",
  "amount_gross": 100.00,
  "amount_net": 97.20,
  "fees": 2.80,
  "coa_account": "4200",
  "fund": "general",
  "program": null,
  "reference": "DON-2026-0142"
}

Troubleshooting

Issue	Cause	Solution
Account not found	QB account deleted/renamed	Re-map in Settings
Duplicate transaction	Already exported	Skip or void in QB
Token expired	OAuth token expired	Re-connect account
Amount mismatch	Processing fee handling	Verify fee configuration