QuickBooks Integration for Quality of Earnings
Published February 2026
From raw QuickBooks data to structured QoE analysis in minutes — not hours of manual export and cleanup.
8–12 hours
Saved on manual mapping
3–5 years
Of data in one click
Zero
Export errors
QuickBooks Online is the accounting system for millions of small and mid-size businesses — the exact businesses being acquired in lower-middle-market M&A. Shepi's native QuickBooks integration eliminates the manual data export step, getting you from raw books to structured QoE analysis in minutes.
Overview
Traditionally, the first step in any QoE analysis is requesting a trial balance export from the target company's accountant. This introduces delays (waiting for the accountant), errors (wrong date range, wrong basis, missing accounts), and friction (multiple rounds of "can you re-export with...").
Shepi's QuickBooks integration bypasses all of this. Connect directly to the target's QuickBooks account, select your periods, and pull clean, complete data automatically.
How It Works
Connect
Authenticate via QuickBooks OAuth — the target company or their accountant grants read-only access
Select periods
Choose the fiscal years and interim periods you need for analysis
Import
Shepi pulls trial balance, chart of accounts, and supporting data automatically
Map
Accounts are auto-mapped to standardized income statement and balance sheet categories
Analyze
Proceed directly to analysis with clean, structured data
What Data Is Pulled
Trial Balance
Complete trial balance for each selected period
Chart of Accounts
Full account list with types and classifications
Income Statement
Multi-period P&L with account-level detail
Balance Sheet
Multi-period balance sheet with account-level detail
Company Info
Company name, fiscal year end, accounting method
Key Benefits
Eliminate export errors
No more wrong date ranges, missing accounts, or cash-vs-accrual confusion
Save 8–12 hours
Skip the manual mapping process — accounts are auto-classified
Multi-period in one click
Pull 3–5 years of data simultaneously
Real-time data
Access current financials without waiting for accountant availability
Consistent formatting
Every import uses the same structure, enabling apples-to-apples comparison across deals
Security & Privacy
OAuth 2.0
Industry-standard authentication — Shepi never sees or stores QuickBooks credentials
Read-only access
Shepi can only read data; it cannot modify the QuickBooks file
Encrypted transit
All data transferred over TLS 1.3
Project isolation
Imported data is tied to your project and invisible to other users
Revocable access
The QuickBooks account owner can disconnect Shepi at any time from their settings