Flourish integrations with QuickBooks and Quicken

December 2, 2025

Estimated reading time: 2 minutes

We're excited to announce the release of integrations with Intuit QuickBooks and Quicken. One of our most highly requested features, these integrations now make Flourish even more valuable for clients looking to streamline account information across their financial systems. 

These integrations enable clients to:

• Securely connect Flourish Cash† account(s) to QuickBooks and Quicken accounts. The integrations are compatible with all QuickBooks and Quicken products
• Automatically import Flourish Cash account information and transaction data directly into financial management and accounting applications
• Streamline and simplify the management of personal and/or business finances

Easily create a connection between a Flourish Cash account and a QuickBooks or Quicken account following the steps below.

Flourish offers the capability to securely connect a Flourish Cash account(s) to your Intuit QuickBooks and Quicken accounts. This connection allows you to automatically import account information and transaction data directly into your financial management and accounting applications.

What information is shared?

The following information from your Flourish Cash account is shared with QuickBooks:

Account details: Account name, number, type, and description
Personal information: Your name, email address, and phone number
Balance & rate: Account balance and interest rate
Transaction data: Transaction types, amounts, dates, and descriptions
Monthly statements: Monthly PDF account statement for all connected accounts

The following information from your Flourish Cash account is shared with Quicken:

Account details: Account name, number, type, and description
Personal information: Your name, email address, and phone number
Balance & rate: Account balance and interest rate
Transaction data: Transaction types, amounts, dates, and descriptions

Please note that you must share the entire selection – modifications are not permitted.

How to initiate a connection

The connection process must be started from directly within the QuickBooks or Quicken application — not from your Flourish portal.

1. Open QuickBooks or Quicken: Navigate to the ‘Accounts’ or ‘Banking’ section of the application.
   
   
2. Search for Flourish: Select the option to ‘Link Account’ and then search for or find Flourish in the list of financial institutions.
   
   
3. Authorize & select accounts: You will be redirected to a Flourish-hosted page where you will be prompted to enter your Flourish login credentials. Once authenticated, you will be taken to an authorization screen where you can select the Flourish Cash account(s) for which you would like to authorize a connection. Once you select your desired accounts and authorize, you will be redirected back to QuickBooks or Quicken.
   
   
4. Start date for importing: If you are connecting a new Flourish Cash account, QuickBooks or Quicken will prompt you to select the date from which you would like to start importing transaction data.

Once authorized, account information and transaction data will be updated and imported into your QuickBooks or Quicken instance on a daily basis.

Please note that each new Flourish Cash account created after the initial connection will require authorization. To connect a new account, return to the start of the process to initiate a connection within QuickBooks or Quicken and select the new account from the list.

How to revoke a connection

If you would like to disconnect your Flourish Cash account from QuickBooks or Quicken, you can easily do so from within the Flourish platform.

1. Navigate to your ‘Settings’ page of your Flourish Cash account.
2. Scroll to the ‘Connected apps’ section, which has a list of authorized financial applications.
3. Select the connection you wish to end (e.g., QuickBooks or Quicken).
4. There will be an option to Disconnect the connection.

Please note that revoking the connection will end the data feed for all Flourish Cash accounts that are currently authorized for the selected  application.

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 1,000 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.