Active + Quickbooks

Connect QuickBooks Online with Active to streamline accounting workflows, reduce manual effort, and eliminate year-end adjustments. Automatically pull trial balance data, sync journal entries, and standardise your workpapers—all with minimal effort.

Automatically pull required data from QBO and populate workpapers.

Eliminate manual copying and pasting for more accurate accounts.

Post journals back to QBO, removing the need for year-end adjustments.

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What is Active + QuickBooks?

Active’s integration with QuickBooks Online ensures a smooth, automated workflow from bookkeeping to final accounts. By pulling trial balance data directly from QBO, you can eliminate repetitive manual data entry, improve accuracy, and keep all your accounting records up to date. With 2-way syncing, journals created in Active can be automatically posted back to QBO, ensuring complete alignment between systems.

How it works

Connect & Sync Data

Link your QBO client organisation when creating a binder, and all trial balance data will automatically populate the relevant sheets in Active.

Pull Additional Data On-Demand

Need more details? Pull in the general ledger for any account whenever required. Active will fetch the data and update your workpapers instantly.

Create & Post Journals

As you work, create journals directly in Active. When you're ready, generate a balancing journal and automatically sync it back to QBO—eliminating year-end adjustments.

Why Firms Love Active + QBO

A smarter, faster, and more connected accounting workflow. With Active’s deep QBO integration, firms can eliminate unnecessary admin, improve accuracy, and free up time to focus on delivering value to clients.

Standardise your way of working
Ensure consistency across your firm with structured workflows, templates, and processes that keep everyone on the same page.

Automated accounting workflows
Eliminate manual data entry and seamlessly sync journal entries with 2-way integrations into Xero & QuickBooks.

Scale with flexibility
Maintain full control over your figures with an intuitive Excel split-pane, allowing firm-specific calculations while keeping everything structured.

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Trusted by firms large and small

“ACTIVE WORKPAPERS MAKES TRACKING THE PROGRESS OF A JOB EASY, WITH CUSTOMISABLE STATUSES TO FIT OUR INDIVIDUAL PRACTICE NEEDS.”

Kate Edginton, Director, Hazlewoods

“Since starting to use Active Workpapers we have streamlined our accounting working papers process and have started rolling out for VAT and management accounts. Our working papers now follow a systemised and structured process compared to the haphazard spreadsheet approach we used to use.”

Mark Stewart, Partner, Stewart Accounting Services

"Active has significantly sped up our workpapers production and established a standardised way of working that our team truly appreciates. We love how intuitive the product is, and we were particularly impressed with the exceptional support we received throughout the process. Active has become an invaluable tool for our operations!"

Brian Munjanja, Partner, Broadwing Accountancy Services

“We moved our personal tax workpapers from Excel to Active last year and were really impressed both by the flexibility of the software and also the support provided.”

Georgi Rollings, Co-CEO, Starfish Accounting

“Active Workpapers has helped to standardise the workpapers in my firm and now we're all on the same page. We particularly like the two way integration with Xero and QBO.”

Lars Swann, Managing Partner, The Bean Counters

“WE’VE ACCEPTED THAT WE’RE NOT GOING TO GO FULLY AWAY FROM EXCEL IN SOME CAPACITY, BUT WE NEED TO USE IT IN THE RIGHT WAY. ACTIVE REALLY HELPS WITH CONSISTENCY ACROSS THE BOARD.”

Adam Ginns, Managing Partner, Layers

Questions? We have answers…

We’d love to help answer any questions you have about Active. If you can’t find what you’re looking for below, email us at activeuk@businessfitness.com or book a demo here.

Ready to take accounting to the cloud?
Get Active.

A cloud-based, automated, collaborative workspace for faster workpapers, accounts, and tax.

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Active + Quickbooks

What is Active + QuickBooks?

How it works

Connect & Sync Data

Pull Additional Data On-Demand

Create & Post Journals

Why Firms Love Active + QBO

“ACTIVE WORKPAPERS MAKES TRACKING THE PROGRESS OF A JOB EASY, WITH CUSTOMISABLE STATUSES TO FIT OUR INDIVIDUAL PRACTICE NEEDS.”

“Since starting to use Active Workpapers we have streamlined our accounting working papers process and have started rolling out for VAT and management accounts. Our working papers now follow a systemised and structured process compared to the haphazard spreadsheet approach we used to use.”

“We moved our personal tax workpapers from Excel to Active last year and were really impressed both by the flexibility of the software and also the support provided.”

“Active Workpapers has helped to standardise the workpapers in my firm and now we're all on the same page. We particularly like the two way integration with Xero and QBO.”

“WE’VE ACCEPTED THAT WE’RE NOT GOING TO GO FULLY AWAY FROM EXCEL IN SOME CAPACITY, BUT WE NEED TO USE IT IN THE RIGHT WAY. ACTIVE REALLY HELPS WITH CONSISTENCY ACROSS THE BOARD.”

Questions? We have answers…

Ready to take accounting to the cloud?Get Active.

Ready to take accounting to the cloud?
Get Active.