Audit Sight supports a direct connection to QuickBooks Online, QuickBooks Desktop backup uploads, and accounting exports from other systems. Bank connections through Plaid and other accounting connectors have been retired.
Choose your accounting data method
- QuickBooks Online: Use the QuickBooks Online connection and complete the authorization for the correct company. Confirm the sync is complete before requesting workpapers.
- QuickBooks Desktop: Provide a current QuickBooks backup (.QBB) file for upload and conversion. A new backup is required when you need refreshed data. The Desktop Connector is no longer available.
- Other accounting systems: Export the required general ledger, trial balance, and supporting reports. Upload supported files or use the Audit Sight templates. Confirm the required reports and periods with your advisor.
Provide banking data separately
Upload PDF bank statements, supported CSV or Excel transaction exports, or the Audit Sight banking template. Banking data is no longer retrieved through a bank connection. Include every account and period required for your engagement.
Before requesting workpapers
- Confirm the correct client and legal entity.
- Check that accounting and banking data cover the requested period.
- Review processing results, account mapping, and completeness checks. Resolve missing periods or files before proceeding.
For help choosing the right upload method, contact support@auditsight.com.
