Finance integration · QuickBooks

QuickBooks costs.
Margin, finally calculated.

Connect QuickBooks Online in 3 minutes. Fairview reads your P&L and COGS data — maps cost categories to revenue channels, calculates contribution margin, and surfaces the channels actually making money. Read-only. No accounting team required.

OAuth 2.0 via Intuit Read-only — never writes to QuickBooks Setup in 3 minutes
Margin Intelligence · QuickBooks connected Live
QB QuickBooks FV Fairview read-only
Channel Revenue Margin
Organic Search $128K 42.1%
Meta Ads $84K 24.3%
Google Ads $61K 19.8%
Direct / Email $69K 38.9%
The transformation

From QuickBooks P&L to contribution margin by channel.

QuickBooks alone — without Fairview

QuickBooks · P&L summary March

Total revenue

no channel split

$342K

manual reconciliation

COGS

not mapped to channels

$141K

manual reconciliation

Gross profit

no per-channel view

$201K

  • P&L shows total gross profit — no channel breakdown
  • COGS not mapped to individual revenue channels
  • Contribution margin requires manual spreadsheet calculation
  • Finance and marketing data live in separate systems
  • Channel performance unknown until month-end reconciliation

QuickBooks + Fairview — contribution margin by channel

Margin Intelligence · Fairview Live

Organic Search

42.1%

Meta Ads

24.3%

Google Ads

19.8%

Direct / Email

38.9%
  • COGS mapped to channels via chart of accounts
  • Contribution margin calculated per channel automatically
  • Low-margin channels flagged in Weekly Operating Report
  • Revenue + cost data in one operating view
  • Monthly margin trends without a single spreadsheet
How it works

QuickBooks in. Margin view out.

Step 01

Connect via Intuit OAuth

Authorization

QuickBooks Online

Allow Fairview to read your P&L data

Read profit & loss statement
Read COGS by category
Read chart of accounts
Connect QuickBooks →

STEP 01

OAuth via Intuit — 3 minutes

Open Settings → Integrations → QuickBooks. Authorise with your Intuit account. No API keys, no engineering, no data export required.

Step 02

Map COGS to channels (~5 min)

Ad spend mapped Google + Meta
COGS mapped Product costs
OpEx categorised 12 accounts
Done once — Fairview remembers your mapping

STEP 02

COGS mapped per channel

Fairview walks you through a 5-minute mapping of your chart of accounts. Once done, COGS is allocated to revenue channels automatically on every sync — no repeat work.

Step 03

Contribution margin calculated

Organic Search 42.1%
Meta Ads 24.3%
Google Ads 19.8%
Direct / Email 38.9%

STEP 03

Margin view in your inbox Monday

Contribution margin by channel, low-margin alerts, and operating expense movement — delivered in your Weekly Operating Report every Monday before 8am.

Data flow

Read-only. Zero risk to your books.

Fairview only reads from QuickBooks — it never writes, never modifies accounts, and never auto-creates entries. Your accounting data stays exactly as your bookkeeper left it.

What Fairview reads from QuickBooks

  • Profit & loss statement
  • COGS by category
  • Operating expenses
  • Account balances
  • Chart of accounts

Never writes to QuickBooks — read-only access only

Contribution margin · QuickBooks data

Channel margin breakdown · March

Blended: 31.8%

Organic Search
42.1%
Meta Ads
24.3%
Google Ads
19.8%
Direct / Email
38.9%

Low-margin alert

Google Ads at 19.8% — below 25% threshold. Review ad spend allocation.

Setup

Three steps. Eight minutes total.

01

Connect via Intuit OAuth

In Fairview, go to Settings → Integrations → QuickBooks. Click Connect and sign in with your Intuit account.

Takes under 3 minutes

02

Map your chart of accounts

Fairview presents your QuickBooks accounts. Categorise each as COGS, operating expense, or exclude. Takes approximately 5 minutes.

Done once — Fairview remembers

03

Margin calculated overnight

Fairview pulls your P&L and calculates contribution margin per channel. By Monday morning, your margin view is live in the Weekly Report.

First report: next Monday 7am

What you unlock

Four features. One QuickBooks connection.

Margin Intelligence

31.8%

blended contribution margin

Margin Intelligence →

COGS mapped to channels — true contribution margin per channel.

By Channel

Organic Search 42.1%
Meta Ads 24.3%
Google Ads 19.8%
Channel contribution margin →

Know which channels make money and which ones are margin drains.

Operating Dashboard

Margin view

Cost side connected

Pair with Stripe for full P&L

Operating Dashboard →

Cost side of your operating view — connect Stripe for full revenue + margin.

Weekly Report

Organic margin: 42.1%

Google Ads: 19.8% — low

Blended: 31.8%

Weekly Operating Report →

Margin by channel, low-margin flags, and cost movement — delivered every Monday.

Questions operators ask

FAQ

QuickBooks-specific. No fluff.

Does Fairview require me to map my chart of accounts?

Yes. During setup, Fairview walks you through a 5-minute mapping step where you categorise your QuickBooks accounts as COGS, operating expenses, or exclude them. This mapping is required once — Fairview uses it for every margin calculation thereafter.

Does Fairview replace QuickBooks?

No. Fairview reads from QuickBooks — it does not replace your accounting system. QuickBooks remains your source of truth for bookkeeping, tax, and compliance. Fairview adds the operating intelligence layer on top.

Does Fairview support multi-currency QuickBooks accounts?

Multi-currency QuickBooks accounts require currency selection at setup. Fairview will convert all values to your base currency using the exchange rates stored in QuickBooks at the time of sync.

What if my expense categories are custom?

Custom expense categories can be manually tagged during the chart of accounts mapping step. Fairview includes a mapping wizard that lets you assign any QuickBooks account to a cost category recognised by the margin model.

Does Fairview write anything back to QuickBooks?

No. Fairview is read-only. It reads your P&L, COGS, and expense data to calculate contribution margin by channel. Nothing is ever written back to your QuickBooks account.

What QuickBooks plan do I need?

Any QuickBooks Online plan works. Fairview connects via Intuit OAuth and reads from your P&L and chart of accounts — available on all QuickBooks Online tiers including Simple Start.

Your QuickBooks data, finally actionable.

Connect QuickBooks. See true contribution margin.

COGS mapped to channels, contribution margin by channel, and low-margin alerts — all from one Intuit OAuth connection. Read-only. No accounting team required.

14-day free trial · No credit card · OAuth-secured · Read-only