Loop supports a direct API connection with QuickBooks Online. This integration automatically syncs your Loop transactions and balances directly into your QuickBooks dashboard, eliminating manual CSV exports and speeding up your month-end reconciliation.
What Syncs?
Account and credit card names
Automatically updated account and credit card balances
Transaction dates and amounts
Transaction descriptions
Transaction notes (any memos you've added within the Loop platform)
Transaction receipts attached in Loop
How to Connect Your Loop Account
Log in to your QuickBooks Online dashboard.
Navigate to the Accounting menu and select Bank Transactions.
Click Connect Account (or Link Account).
Search for Loop Financial.
Enter your Loop email and password to authenticate.
Select the specific Loop accounts and credit cards you wish to connect, and map them to the corresponding accounts in your QuickBooks account.
Click Connect. Your transactions will begin syncing immediately. Once the progress bar is complete, click Done.
FAQs
Where can I find detailed setup instructions for my QuickBooks account?
For platform-specific guidance on managing bank feeds, refer to the QuickBooks Help Center. https://quickbooks.intuit.com/learn-support/en-ca/
What if I have both CAD and USD accounts?
The direct integration supports multi-currency. You can map your various Loop currency accounts to the corresponding chart of accounts in QuickBooks.
I can’t find my credit card when connecting. Why?
Loop connects to your credit card account (one per currency), not to each individual card. If your team has multiple cards, all of those card transactions will appear under the connected credit card account.
When choosing an account in QuickBooks, look at the last 4 digits to make sure you’re selecting the right currency account:
CAD: 0001
USD: 0002
EUR: 0003
GBP: 0004
I can’t see my Account Linked Cards (ALCs) when connecting. Why?
Account Linked Cards don’t appear as separate accounts when you connect. Their transactions show up under the account they’re linked to.
For example, if you have a CAD Operating Account and three CAD Account Linked Cards, all of those card transactions will appear under the CAD Operating Account after it’s connected.
Where can I find the last four digits for my currency accounts?
You can find the account number (and last four digits) in Loop:
In Loop, go to Accounts
Select the account you want (for example, CAD Account)
Click Bank Details
You’ll see the full account number. The last four digits are what you’ll use to match it in QuickBooks.
I converted funds from one Loop currency account to another. Can I see the conversion details?
Yes. In QuickBooks, click on the transaction and look at the Full Bank Description to see the conversion details (including the destination account and amount).
For example, in your CAD account you might see: “Conversion from Loop CAD Account to Loop GBP Account – £2.69 GBP”
For detailed guidance on how QuickBooks handles bank feeds, please visit their help centre: https://quickbooks.intuit.com/learn-support/en-ca/