Confirm
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QuickBooks Online
Accounting

Capture QuickBooks Online Accomplishments in Confirm Performance Reviews

Reviews that rely on memory miss 80% of what actually happened. Connect QuickBooks Online and never lose an accomplishment again.

How Confirm captures QuickBooks Online data

Confirm connects to QuickBooks Online and continuously pulls your team's real work activity. When review season opens, AI-drafted self-reflections and manager reviews are pre-populated with what actually happened — not what people can remember.

1

Connect QuickBooks Online to Confirm

Your dedicated integrations lead sets up a secure, read-only API connection to your QuickBooks Online workspace. Most setups take less than a day.

2

Confirm captures ongoing activity

As your team works in QuickBooks Online, Confirm continuously captures relevant accomplishments — completed work, milestones hit, and contributions made.

3

AI drafts reviews with real data

When performance cycles open, Confirm uses QuickBooks Online activity to draft self-reflections and manager reviews grounded in actual output — not memory.

4

Managers review and finalize

Managers review AI-drafted content sourced from QuickBooks Online and other connected tools, edit as needed, and submit — cutting review prep time dramatically.

What you get with QuickBooks Online + Confirm

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Reporting cycles captured

Reporting cycles closed, reconciliations completed, and audits supported via QuickBooks Online surface automatically in Confirm reviews.

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Finance contributions recognized

Finance teams' actual system activity in QuickBooks Online — not just self-reported highlights — becomes part of the performance record.

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AI reviews with real finance data

Confirm uses QuickBooks Online activity to draft review content that recognizes finance team work automatically.

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Dedicated integrations lead

Your Confirm integrations lead handles the QuickBooks Online setup so you're live quickly without engineering resources.

"Reviews that rely on memory miss 80% of what actually happened. Connect QuickBooks Online and never lose an accomplishment again."

Book a Demo →

Frequently asked questions

What data does Confirm pull from QuickBooks Online?

Confirm pulls work activity and output data from QuickBooks Online — the specific metrics depend on your category. This data is used to populate AI-drafted self-reflections and manager reviews with real accomplishments instead of relying on memory.

How does QuickBooks Online data appear in performance reviews?

QuickBooks Online activity surfaces automatically as accomplishments in review drafts. Employees see their actual work called out in self-reflections. Managers see what their reports actually shipped. No more "tell me what you accomplished this quarter."

How long does it take to set up the QuickBooks Online integration?

Most integrations are live within a few days. Your dedicated Confirm integrations lead handles the API connection, permissions, and field mapping — no engineering required on your side.

Is employee data from QuickBooks Online kept private?

Yes. Confirm uses read-only API connections to QuickBooks Online and only pulls performance-relevant activity data. All connections are encrypted and access is role-based. Confirm is SOC 2 compliant.

How often does Confirm sync from QuickBooks Online?

Confirm syncs QuickBooks Online data on a regular schedule (typically daily) so your review data is always current when performance cycles open.

Ready to connect QuickBooks Online with Confirm?

Book a 30-minute demo and see how Confirm connects to QuickBooks Online to capture real work data for accurate performance reviews.