QuickBooks Shortcuts and Where to Find Things
The QuickBooks Online integration (PREMIUM plan) has three ways in: the command palette, the property settings Accounting section, and a dedicated Checkpoint Report for period tie-out. This article...
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The QuickBooks Online integration (PREMIUM plan) has three ways in: the command palette, the property settings Accounting section, and a dedicated Checkpoint Report for period tie-out. This article is a map of all three, so you're never hunting for the right screen.
Who can do this: Any staff member, property manager, or board member with access to the property's accounting settings.
Command palette shortcuts (⌘K)
Press ⌘K (or Ctrl+K on Windows) anywhere in URBI and type "quickbooks" or "qbo" to reach any of these three:
| Shortcut | What it does |
|---|---|
| Open QuickBooks sync console | Jumps straight into the sync console for the current property - the same screen you'd reach by clicking Manage on the QuickBooks card in settings. Use this for retrying failed syncs, resolving drift, and reviewing account mapping. |
| QuickBooks Online | Navigates to the property's Accounting settings section, where the QuickBooks connection card lives. |
| QuickBooks Checkpoint Report | Jumps directly to the period tie-out and reconciliation report comparing your books to QuickBooks. |
All three also match on related keywords - "sync," "console," "retry," "drift," "integration," "checkpoint," "tie-out," and "reconciliation" will all surface the relevant entry.
Where the QuickBooks card lives
Property Settings → Accounting section.
The QuickBooks card here is your at-a-glance connection status and your entry point into everything else:
- A health badge showing Active, Renewing soon, or Reconnect needed.
- A Connect button if you haven't connected yet, or a Manage button once you have.
- Once connected, a summary showing connection Status, Last Sync time, and the number of Entities synced.
- If the property isn't on the PREMIUM plan, this card shows a locked upsell instead of the connection controls.
Clicking Manage (or Connect, to start the setup flow) opens the sync console.
The sync console
Whether you get there from the command palette or the Manage button on the card, you land in the same place: the QuickBooks sync console, opened as a drawer over the Accounting settings page. It has two tabs:
- Connection - company name, realm ID, last sync time, sync frequency, and connection health. This is also where the initial setup wizard lives (account mapping and the historical backfill).
- Sync History - the full sync log, a Failed Transactions queue with per-row and bulk "Retry all" actions, and a Drift section listing items that need manual review, each with a restore action.
Reaching the Checkpoint Report
The QuickBooks Checkpoint Report shows a per-period tie-out between your URBI books and QuickBooks - counts and account-by-account matched/mismatched/unmapped/QuickBooks-only status, a Fresh/Stale badge, and a Run/Re-run reconciliation action.
This report is not listed as a tile in the main Reports hub - it's reachable only two ways:
- Command palette: type "QuickBooks Checkpoint Report" (or "checkpoint," "tie-out," "reconciliation").
- From inside the sync console: click "View reconciliation checkpoint."
If you're browsing the Reports hub looking for it among the other report tiles, you won't find it there - go through the command palette or the sync console link instead.
Good to know
- The command palette is the fastest way to any of these three surfaces from anywhere in URBI - you don't need to navigate through settings first.
- The Checkpoint Report and the sync console are both scoped to the property you're currently viewing.
- If the QuickBooks card in settings shows "Reconnect needed," that's the same condition that triggers the weekly broken-connection alert - see QuickBooks Notifications You Will Receive.