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Automate accounting with QuickBooks Online
Automate accounting with QuickBooks Online
Updated over a week ago

QuickBooks Online is a cloud-based accounting software platform designed for small and medium-sized businesses. You can sync invoices to QuickBooks Online automatically for seamless accounting of your revenue.

QuickBooks is a distinct company not affiliated with us. For any inquiries regarding QuickBooks's solutions, services, or pricing, please reach out to QuickBooks directly. We do not have the authority to provide information or support on behalf of QuickBooks.

Enable the QuickBooks Online integration

To connect QuickBooks Online, do the following:

  1. Go to the Locations > Settings page by pressing the "Settings" icon next to the location's name > QuickBooks Online and press Connect.

  2. Log in to your Intuit account and connect the company where to sync invoices.

  3. Select the same QuickBooks Online organization from the "Organization" dropdown.

You must have an active QuickBooks Online account to integrate it with your app.

Configure the QuickBooks Online integration

The integration automatically and in real-time creates open invoices on QuickBooks Online for one-off and auto-invoices as soon as they are issued in the app.

One-off transactions such as room bookings, desk bookings, event tickets, credit packages, and shop products, are not synched to QuickBooks Online.

The invoice in your app:

The open invoice is automatically created on QuickBooks Online:

The integration completes and matches QuickBooks Online invoices with the data available in your app:

QuickBooks Online

Company

User

Customer

Name

Name

Customer email

-

Invoice date

Due date

Invoice no.

Product/Service

Sales

Sales

Description

Invoice item name in the app

Invoice item name in the app

Qty

Rate

Amount

Tax

"Yes" if tax is applied in the app. The exact tax rate is not passed to QBO from the app and is defined by your QBO settings.

"Yes" if tax is applied in the app. The exact tax rate is not passed to QBO from the app and is defined by your QBO settings.

Attachment

Invoice PDF

Invoice PDF

The QuickBooks Online invoices are saved as open for your review.

Once the integration is connected, newly-issued invoices will sync to QuickBooks Online. Past invoices are not synched to QuickBooks Online. Using this integration is only available on specific plans.

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