Prefer to Watch a Video?
Click here for a step-by-step walkthrough from the Juno team.
Step 1: Navigate to the Upload Screen
In the Juno web app, open your business return and navigate to the Upload screen where you would normally upload your documents. You will see an option to Fetch Documents from bookkeeping software.
Click Fetch Documents under the QuickBooks integration option.
Step 2: Authenticate with QuickBooks
A QuickBooks authentication screen will appear. Depending on your browser session, you may:
Be prompted to select the Google or QuickBooks account you want to log in with, or
Be automatically authenticated if you are already logged in
Select the appropriate account to proceed.
Step 3: Connect the Juno App to QuickBooks (First Time Only)
💡 This step only applies the first time you connect QuickBooks to Juno. If the connection has already been established, skip to Step 4.
If this is your first time connecting, QuickBooks may prompt you to install the Juno app. This step requires a user with company administrator access in QuickBooks to authorize the connection. Follow the on-screen prompts to complete the installation and grant access.
Step 4: Select Your QuickBooks Company
If your QuickBooks account has more than one company, you will be presented with a company list. Select the company that corresponds to the return you are preparing.
If the Juno app is already connected to that company, you will see a confirmation indicating the connection is active. Click Next to proceed.
Step 5: Fetch Your Documents
Once connected, click Fetch Documents. Juno will query QuickBooks based on your return settings — specifically your accounting basis and tax period end date — and pull the following two documents:
Profit & Loss
Balance Sheet
Step 6: Continue to Processing
Once your documents have been fetched, you have two options:
If you have additional documents to include, upload them manually before proceeding.
When you are ready, click Continue.
Your documents will be queued for processing. Once processing is complete, you will be ready to review your data and proceed with the return.
For more information on the Juno Business Preparer Flow please check out our Business Preparer Step-by-Step Guide.
If you have any questions please contact us at [email protected].