The QuickBooks integration syncs your invoices, customers, and expenses with QuickBooks Online so you don't have to re-enter financial data into your accounting system. Once connected, new invoices flow into QuickBooks automatically and payment status is kept in sync both ways.

Connect

  1. Open Settings > Integrations.
  2. Find the QuickBooks card and click Configure (or Connect).
  3. You are redirected to QuickBooks' sign-in page.
  4. Sign in with the QuickBooks account that owns the company file you want to sync.
  5. Pick the company to connect (if your QuickBooks user has access to several).
  6. Review and authorise the permissions QuickBooks asks for — typically customers, invoices, expenses, and accounts.
  7. You are redirected back to the platform. The QuickBooks card now shows Connected with the QuickBooks company name.

Configure what syncs

After connecting, click Manage on the QuickBooks card to open the integration settings:

  • Customer sync — map platform Clients to QuickBooks Customers. New clients can be auto-created in QuickBooks, or matched by email / name to existing customers.
  • Invoice sync — choose whether invoices created in the platform push to QuickBooks automatically, and which income accounts they post to. You can also map services to QuickBooks products/services so the right account is hit per line item.
  • Expense sync — push platform expenses (logged against workflows) to QuickBooks as bills or expense entries against the right chart of accounts code.
  • Tax rate mapping — pair your platform tax rates with QuickBooks' tax codes so VAT/GST flows through correctly.
  • Sync frequency — usually real-time on save, with a periodic reconciliation in the background.

Test the connection

Click Test Connection on the integration settings page. The platform makes a read-only call to QuickBooks and confirms the credentials, permissions, and company file are all valid. Resolve any errors before relying on the sync.

Disconnect

If you need to stop syncing — for example to move to a different QuickBooks company:

  1. Open Settings > Integrations.
  2. Click Manage on the QuickBooks card.
  3. Click Disconnect at the bottom of the settings page.
  4. Confirm.

Disconnecting stops new data syncing in either direction. Data already pushed to QuickBooks stays there; data already pulled from QuickBooks stays in the platform. Reconnect any time to resume.

Tip: Before turning on automatic invoice push for an existing organisation, do one reconciliation pass — confirm that your platform clients match the QuickBooks customer list and that services map to the right income accounts. A clean mapping up front prevents stray journal entries you'll have to clean up later.

Note: The QuickBooks integration requires an active subscription plan that includes integrations (typically Professional or above). If the QuickBooks card is missing from Settings > Integrations, see Settings > Billing to upgrade.