Connect QuickBooks

Export your transactions to QuickBooks accounting software.

Connect LUMA to QuickBooks Online to export your categorized transactions to your accounting software.

#How it works

Once connected:

  1. Categorize transactions in LUMA
  2. Export to QuickBooks when you're ready
  3. Categories map to your QuickBooks chart of accounts
  4. Your accountant sees clean, pre-categorized data

No more manual data entry or messy CSV imports.

#Connect QuickBooks

  1. Go to Apps
  2. Find QuickBooks
  3. Click Connect
  4. Sign in to your QuickBooks account
  5. Select your QuickBooks company
  6. Authorize LUMA

#Category mapping

LUMA categories map to QuickBooks accounts:

  • Match each LUMA category to the appropriate QuickBooks account
  • Mapping is configured once during setup
  • You can update mappings in settings

Work with your accountant to ensure the mappings match your chart of accounts.

#What gets exported

  • Transaction date
  • Amount
  • Description/merchant name
  • Category (mapped to QuickBooks account)
  • Attached receipts (as files)

#Exporting transactions

Export your transactions when you're ready:

  1. Go to Apps
  2. Click Export on your QuickBooks connection
  3. Select the date range to export
  4. Review and confirm

Exported transactions appear in QuickBooks with your category mappings applied.

#Disconnect

To remove the connection:

  1. Go to Apps
  2. Click Disconnect on QuickBooks

Previously exported data remains in QuickBooks.

#Tips

  • Work with your accountant to set up correct category mappings
  • Review the first few exported transactions in QuickBooks to verify accuracy
  • Keep receipts attached in LUMA—they export with transactions
  • Export regularly (weekly or monthly) to keep QuickBooks current