Using multiple integration methods with QuickBooks Online (QBO), such as both a Bank Feed connection and Rho’s Direct Integration, can create duplicate transactions, duplicate journal entries, and reconciliation challenges.
To ensure clean financial reporting and a smooth month-end close, we strongly recommend consolidating to a single integration method.
Choose Your Method
Rho supports two methods for syncing with QuickBooks Online. Review the differences below to determine which best fits your workflow.
Option 1: Direct Integration
Detailed data sync – Transfers enriched transaction information, including vendor, department, and custom attributes.
Account mapping – Map Rho accounts directly to your QuickBooks CoA.
Cleaner reconciliation – Reduces manual categorization inside QBO.
Option 2: Bank Feed
Daily transaction sync – Transactions automatically flow into QBO. Raw transaction data – Basic transaction details only (no enriched attributes).
Manual reconciliation required – Categorization and review must be completed in QuickBooks.
Simpler setup – Functions like a traditional bank feed.
Choose Direct Integration if you want automation, enriched reporting, and tighter control from within Rho. Choose Bank Feed if your accounting team prefers to fully manage categorization inside QuickBooks.
Disconnect the Integration You No Longer Need
Important: Before disconnecting anything, review your recent transactions and ensure there are no unresolved errors in QuickBooks.
Transitioning to Direct Integration
If you are currently using the Bank Feed and want to transition to Direct Integration, follow these steps carefully to avoid duplicate transactions.
1. Disconnect the Bank Feed in QuickBooks
Log in to QuickBooks Online.
Navigate to Transactions > Bank Transactions.
Select the Rho account tile connected via bank feed.
Click the pencil icon.
Select Edit account info.
Check the box for Disconnect this account on save.
Click Save and Close.
Important:
If QuickBooks is actively downloading transactions, the disconnect option may not appear. Wait for the update to finish and try again.
If you see a bank connection error, resolve the error before disconnecting. Disconnecting while errors are present may cause duplicate downloads later.
Once disconnected, transactions older than 90 days may no longer be downloadable. You can manually upload them if needed.
2. Revoke the Bank Feed Token in Rho
After disconnecting in QBO, you must revoke the existing Rho token to fully disconnect the bank feed.
Log in to Rho.
Click your User icon (top-right corner).
Go to User Settings > Access Token.
Click the three dots next to the active token.
Select Revoke.
Make sure the user generating the token has the following permissions enabled:
View Recipients Payment History
View Account Balances
Permissions Note:Only the user who creates the token can revoke it (usually an Account Owner, Admin, or Bookkeeper).
You’ll know the token has been revoked when the “Bank Feed – Token Active” notice disappears from Integrations > QuickBooks.
3. Connect via Direct Integration
Once the bank feed is fully disconnected:
In Rho, go to Integrations > QuickBooks.
Click Connect.
Sign in using your QuickBooks credentials.
Select the correct QBO account.
Complete your account mapping and sync settings.
4. Set the Correct Sync Start Date
To avoid duplicates:
Set the “Sync From” date to the same day the bank feed was disconnected.
This ensures only new transactions are pulled in.
Transitioning to Bank Feed
If you prefer to use the Bank Feed, you will need to disconnect the Direct Integration inside Rho.
Log in to Rho.
Navigate to Integrations.
Locate the QuickBooks card.
Click Disconnect.
Because the Bank Feed automatically pushes data to QuickBooks, disconnecting Direct Integration should not interrupt your bank feed connection.
Final Step: Validate Your Setup
After consolidating to a single integration method, monitor activity closely for the first 1–2 weeks. If anything appears out of sync, pause syncing and contact Rho Support before making bulk edits.