General Ledger · Connected workflow
QuickBooks Online
QuickBooks Online is the general ledger for many private schools. Balncr sits on top of that record, helping your team manage the close, review differences, and prepare support before anything is finalized.
How it works
- Connect QuickBooks Online from Settings when that workflow is available for your school.
- Balncr uses your chart of accounts to support categorization.
- During the close, Balncr uses trial balance data to support account reviews.
- Revenue and support activity can then be compared against the matching GL accounts.
- When your team is ready, exports and posting steps stay visible and reviewable.
Frequently asked questions
- Does Balncr replace QuickBooks?
- No. QuickBooks stays your general ledger. Balncr helps your team manage the close around it.
- What if I use QuickBooks Desktop?
- Balncr supports export paths for Desktop workflows, but the connected experience is centered on QuickBooks Online.
- Are QBO tokens stored securely?
- Yes. Connection credentials are encrypted at rest and are not exposed in logs or normal API responses.