Open the Close Center, click "Connect QuickBooks", and authorize on Intuit's site. We use official OAuth — we never see your QuickBooks password. You can connect multiple companies.

Get it from the Chrome Web Store (link on our homepage). Open any QuickBooks Online page and the CoController panel appears on the right. Activate it with the license key from your purchase confirmation.

Your key is shown on the purchase success page right after checkout. If you lost it, email support@getcocontroller.com from your billing email and we'll reissue it.

Intuit's public API doesn't expose the bank-feed "For review" queue — only posted books transactions sync to the website. Handle "For review" rows in QuickBooks (or with the Chrome extension), then click Sync QBO on the website.

Never. Every recategorization shows a preview first and only applies when you explicitly confirm. Nothing is forced, and posted items are audit-logged.

Disconnect: in QuickBooks, go to Apps → My Apps → CoController AI → Disconnect, or use Disconnect in the Close Center account settings. This revokes our access immediately and deletes your OAuth tokens from our servers.

Delete everything: email support@getcocontroller.com with subject "Delete my data". We permanently delete your workspace data within 30 days and confirm by email. See the Privacy Policy for details.

Basic ($149/month or $1,788/year, 4 clients) and Advanced ($299/month or $3,588/year, 15 clients). Extra clients are $25/month or $300/year each. Monthly plans start with a 14-day free trial; annual plans are billed upfront. Cancel anytime — you keep access until the end of the paid period. Full terms are in the Terms of Service.