Making business finances easier with the Flourish x QuickBooks integration

February 2, 2026

Estimated reading time: 2 minutes

Integrations with personal finance and business accounting platforms have been a top-requested feature from Flourish clients. In December, we launched new integrations that allow clients to establish a connection between Flourish Cash^† and QuickBooks or Quicken.

These integrations represent a meaningful addition to our offering, giving individuals and business owners the chance to realize even greater benefits from their Flourish Cash accounts.

Here, we’ll explore how the QuickBooks integration can support essential financial tasks like tax preparation, reconciliation, and more — all in service of making it simpler for business owners to gain visibility into their finances and drive better decision-making fueled by comprehensive data.

Business owners increasingly find they can accomplish more with a Flourish Cash account. Businesses, organizations, and nonprofits of all types keep cash on hand for a variety of reasons, and a Flourish Cash account gives them a flexible, high-yield solution.^§ Many of these same business owners rely on QuickBooks to manage their accounting, a platform which boasts more than 7 million users.

With the QuickBooks and Flourish integration, business owners and their finance teams can now see the daily transactions to and from their Flourish Cash account alongside all other business accounts in QuickBooks. The integration makes it easier to make informed financial decisions, both day-to-day and for the long term. 

Introducing Flourish Cash data into the QuickBooks ecosystem gives you a clearer understanding of your business’s cash flow. When you can see daily cash movements all in one place, you may find opportunities to keep more funds within your high-yield account — helping to maximize interest-earning opportunities. With same-day transfers available to and from your Flourish Cash account, you can feel confident that the money remains accessible while earning more.^|

Connecting all business accounts to QuickBooks also allows you or your financial team to further streamline essential tasks like reconciliation and tax preparation. Once you’ve established the link between Flourish Cash and QuickBooks, financial data updates in real time. This turns your QuickBooks dashboard into a single, shared source of truth for all parties. Rather than bouncing between accounts, you can now turn to QuickBooks to find the consolidated data you need.

To create an added level of transparency, Flourish Cash allows you to designate trusted individuals as ‘authorized persons’ on your account. Give your CPA, bookkeeper, or other relevant team members access to Flourish Cash, and they can easily cross-reference the figures in Flourish and QuickBooks as part of their auditing and reconciliation verification processes.

The Flourish integration with QuickBooks makes it easier for clients who own a business or run a nonprofit to incorporate Flourish Cash into their daily financial operations.

Ready to try it for yourself? Log in to your Flourish Cash account to link your existing Quicken or QuickBooks accounts to Flourish today. Our setup guide provides an overview of how to easily get started. If you’re not yet a Flourish Cash client, head to our product page to learn more, then speak with your financial advisor about setting up your account.

About Flourish

Flourish builds technology that empowers financial advisors, improves financial lives and retirement outcomes, and delivers new and innovative investment options to advisors. Today, the Flourish platform is used by more than 1,100 wealth management firms representing more than $2.6 trillion in assets under management. Flourish is wholly-owned by MassMutual. For more information, visit www.flourish.com.