Draft only. Organizer output for a CPA — not tax advice, not a filing, and not a write to the books or to QuickBooks.

QuickBooks

Pulls posted QuickBooks records after a person connects the company. Does not create, change, or delete QuickBooks records.

Read-only: yes. Writes: disabled.

Settings still required on the CPA service:

• INTUIT_CLIENT_ID
• INTUIT_CLIENT_SECRET
• QBO_TOKEN_KEY
• DATABASE_URL

Redirect path to register with the QuickBooks app: /api/qbo/callback on this host.

After those settings exist, a signed-in owner uses Connect. Pull is a separate button and only reads the query list in /api/qbo/status.