Integrations

How BizBooks Pro connects to your bank, your payment processor and your filing service — and why your accounting records still never leave your computer.

Overview

BizBooks Pro is desktop accounting software, which leads people to assume that everything has to be typed in by hand. It doesn't. Transactions arrive from your bank on their own, customers pay invoices by card, contractor filings are transmitted electronically, and your entire QuickBooks history can be carried across in one pass.

What makes this different from cloud accounting is direction. Outside data flows in. Your general ledger does not flow out.

Where to find these: Every connection described on this page is set up from Settings inside BizBooks Pro. None of them require a separate purchase or an add-on subscription.

How Connections Work

Understanding the mechanics helps when you are deciding what you are comfortable connecting.

Your installation initiates every request. BizBooks Pro reaches out to fetch data. Nothing outside your network initiates a connection to your machine, and no port needs to be opened on your router.
Credentials are handled by the provider. When you link a bank, you sign in on your bank's own secure screen. Those credentials are never typed into BizBooks Pro, never stored by us, and never transmitted through our systems.
Only transaction data comes back. What returns is the activity itself — dates, amounts, descriptions, balances — which is written directly into the PostgreSQL database on your computer.
Your books stay put. Journal entries, financial statements, customer records and invoices live in that local database. There is no synchronized copy of your ledger on a vendor's server.

What's Available Today

The following are shipping features in the current version. Anything not listed here is not yet available — see What's Coming.

Bank & Card Feeds

Link checking accounts, savings accounts and business credit cards so transactions download automatically. Smart matching proposes a category and the offsetting account for each one, turning data entry into review.

Detailed setup instructions, matching rules and troubleshooting are covered in Bank & Statement Import.

If your institution isn't supported: use statement import instead. It is a fully supported permanent workflow, not a fallback — see Statement Import below.

Stripe & PayPal Payments

Attach a pay-now option to your invoices so customers can settle by card or through PayPal. The accounting is handled for you: the payment is recorded against the invoice, the processor's fee is booked to an expense account, and the net deposit matches what actually hits your bank.

That fee split is the part most small businesses get wrong when processing payments outside their accounting system — revenue ends up recorded net of fees, which understates both income and expenses on your P&L.

Setup: Settings → Payment Gateway Settings → Add Gateway. Enter your API keys from your Stripe or PayPal account, choose the deposit account and the fee expense account, then use Test Connection to confirm before going live.

Test mode first: Both processors provide test credentials. Run a test transaction end to end and confirm the entries land where you expect before switching to live keys.

1099 Electronic Filing

BizBooks Pro already knows what you paid each contractor over the year. The 1099 tool assembles the forms from that data and transmits them electronically through our filing partner, so you are not re-keying totals into a separate tax product every January.

Review the amounts on screen before anything is submitted. Contractor details come from your vendor records, so keeping tax IDs and addresses current during the year makes filing season considerably shorter.

QuickBooks Migration

Bring your chart of accounts, customers, vendors, employees and transaction history across from QuickBooks Desktop or QuickBooks Online. The importer suggests how each field should map and lets you correct it before a single record is written.

Social Security numbers are deliberately excluded. QuickBooks Desktop export files are plain text and frequently get emailed around during a migration. BizBooks Pro does not read the SSN column from those files — enter them yourself from the Employees screen afterward, where they are stored encrypted.

Statement Import

For institutions you would rather not link directly, or that aren't supported, import the statement file instead. CSV, Excel and PDF are all handled — and PDF statements are genuinely parsed into transactions rather than simply attached as a document.

Plenty of customers use this method permanently by preference, keeping no live connection to their bank at all.

Payroll Register Import

Keep running payroll wherever you run it today. Export the payroll register from Gusto, ADP or any provider that produces one, then import it so gross wages, employee withholdings and employer taxes post to the correct accounts.

Worth being precise about: this is an import of your payroll results, not a live two-way connection to a payroll provider. Direct payroll sync is on the roadmap but is not available yet.

Live Exchange Rates

Invoice in any of fifteen major currencies with the rate fetched automatically for the transaction date. A built-in converter is available for quick checks, and your base-currency reporting is reconciled underneath so the financial statements stay correct.

Security & Privacy

A few specifics worth stating plainly:

Card details never touch our software. Payment entry uses the processor's own secure fields, which is what keeps you out of PCI scope.
Bank credentials are never held by us. Authentication happens on your bank's own screen through the connection provider.
Sensitive stored fields are encrypted using a key unique to your installation, generated on first run and never shared.
Your ledger is not uploaded. Connections bring data in; they do not send your accounting records out.

Further detail is in Bank Connection Security.

What's Coming

These are being built and are not available today. We list them so you know where we are headed, not to imply they exist.

Zapier and Make — connect BizBooks Pro to thousands of applications without code.
Public API and webhooks — documented endpoints plus subscribable events for building your own connections.
Shopify and Square — orders, fees and payouts as itemized entries rather than one lump settlement.
Industry connections — Clio for law firms, Buildertrend and Procore for construction, dotloop for brokerages, Donorbox for non-profits.

Requesting an Integration

Our build order comes from customer requests. If the tool you depend on isn't listed, submit it through the form on the Integrations page and it goes into the prioritization list. A person reads every submission.

Troubleshooting

A bank connection stopped importing

Banks periodically require you to re-authenticate, particularly after a password change or a security update on their end. Reconnect the account from the bank feed screen; historical transactions already imported are unaffected.

Test Connection fails on a payment gateway

Confirm you are using the correct key pair for the mode you selected — test keys with test mode, live keys with live mode. A test key checked into live mode is the most common cause. Also verify the key was copied whole, with no trailing space.

Payments succeed but the fee isn't recorded

The fee expense account must be selected in your gateway configuration. If it was left blank, set it in Settings → Payment Gateway Settings; transactions recorded after that will split correctly.

An imported statement produced duplicate transactions

This usually means the same date range was imported twice, or the account has both a live feed and a manual import covering the same period. Review the affected date range and delete the duplicate batch — then pick one method per account going forward.

Still stuck? Reach us through Contact with the name of the connection and roughly when it stopped working. That is usually enough to identify the cause on the first reply.